Author: Viktoriia Ray
-

Kirovohrad Sunflower Acreage Hits Record in 2025
Sunflower leadership: Kirovohrad Oblast posts Ukraine’s largest sunflower sowings and harvest for 2025, reinforcing its key role in Black Sea sunflower supply. Stable grain output: Total grain and industrial crop harvest slips by just 99 tons year-on-year to 3.176 million tons, leaving regional food security intact. Export-driven market: With 90–92% of grain resources sold outside…
-

Russian Wheat Export Duty Cut to Zero Jan 14
Russian wheat export duty cut to zero: Government reduces wheat export duty from 97.3 rubles/ton to zero for January 14–20, easing costs for exporters. Indicative wheat price edges higher: Wheat reference price rises to $229.2/ton from $228.4/ton, indicating slightly firmer market conditions. Barley and corn remain duty-free: Export duties for barley and corn stay at…
-

Ukrainian Millet Prices Surge 60% at Ports
Bullish: Millet demand prices at Ukrainian ports surged 60% over the final four months of 2025, signaling tightening supply and/or stronger export demand. Market Signal: The sharp price rally may indicate broader tightness in specialty grain markets and improved revenue prospects for Ukrainian millet producers. Millet Prices Surge at Ukrainian Ports According to APK-Inform monitoring,…
-

Kazakhstan Crop Exports Jump 41% — Freight Impact
Bullish: Kazakhstan’s crop exports surged 41.2% to $2.3 billion, supported by government financing and expanded market access across Central Asia, China, Russia, the Middle East, and Europe. Bearish: Increased Kazakh supply may intensify competition for freight capacity and pressure Black Sea-origin prices, particularly in wheat and sunflower oil. Kazakhstan Crop Export Surge Kazakhstan’s agricultural export…
-

Kazakhstan Export Guarantee Boosts Grain Exports
Kazakhstan’s Export Credit Agency secured a 200 billion tenge ($440 million) state guarantee with a 10-year term to expand support for non-resource exports. The guarantee boosts the agency’s insurance coverage to highly liquid collateral status, lowering financing costs and improving access to international capital for exporters. Stronger export finance mechanisms are expected to enhance Kazakhstan’s…
-

Ukrainian Milling Wheat Prices Drop UAH 200-400
Bearish price move: Ukrainian milling wheat fell UAH 200-400/tonne over December amid weaker demand. Lower domestic demand: Constant power outages at processing plants are curbing wheat purchases. Soft export market: Weak export demand and limited trader activity are pressuring prices. Potential value opportunity: The recent price erosion may attract buyers if values stabilize at current…
-

Ukrzaliznytsia Launches Automated Freight Car Allocation
Ukrzaliznytsia will introduce an automated freight car repair allocation system from January 1, 2026. The platform will balance depot workloads using capacity, current utilization, and geographic proximity. Full digitalization of contracts, documentation, and payments aims to increase transparency and speed. Expected market impact is neutral to mildly bullish, contingent on successful implementation in 2026. Ukrzaliznytsia…
-

Argentina soybean processing drops to 3-month low
Argentina’s soybean crush fell to 3.49 MMT in November, a 0.55 MMT month-on-month drop to a 3‑month low amid strong export demand and seasonal supply tightening. Meal and oil inventories declined sharply, with soybean meal stocks down 32% to 728,000 tonnes, tightening near-term product availability. Sunflower seed processing hit a 9‑month low at 306,000 tonnes,…
-

State-Guaranteed Loans Ukraine: SMEs Secure UAH 2B in Nov
Financing Momentum: Ukrainian SMEs received 419 state-guaranteed loans totaling about UAH 2 billion in November 2024, reinforcing access to working capital. Program Scale: Since December 2020, the state guarantee program has issued 51,654 loans worth over UAH 168 billion to small and medium-sized businesses. Regional Concentration: Kyiv, Dnipropetrovsk, and Lviv oblasts lead in guaranteed loan…

