Author: Viktoriia Ray
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Brazil-China Soybean Exports Halted by Cargill
Bullish (Black Sea): Brazil-China flow disruption may shift Chinese demand toward Black Sea soybeans and protein meals, supporting regional FOB prices. Bearish (Brazil): Stricter Brazilian inspection rules have frozen trader buying interest, stalling Brazil-China soybean shipments and pressuring local basis. Cargill Suspends Brazil-China Soybean Shipments Cargill has halted soybean exports from Brazil to China following…
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Ukrainian Grain Exports Secure Alternative Routes
Exports Secure: Ukrainian grain and oilseed exports remain manageable despite potential Hungarian transit restrictions, supported by alternative routes. Logistics Flexibility: Danube ports and expanded maritime shipping offer sufficient capacity to reroute flows away from Hungarian land corridors. Demand Support: Stable import demand from the EU, Asia, and Africa underpins export volumes and planning for the…
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Jordan Feed Barley Tender: 50,000t at $261.25 C&F
Jordan secures 50,000 tons of feed barley at $261.25/ton C&F for July 2024 delivery, providing a clear pricing benchmark. CHS wins tender with lowest offer, undercutting six major competitors by at least $3.39/ton and up to $12.70/ton versus the highest bid. Neutral to slightly bearish tone for Black Sea exporters as strong global competition and…
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Ukrainian Wheat Prices Rise in Odessa Ports
Key Takeaways Price gains: Class 2 wheat in Greater Odessa ports rose by 100–150 UAH/t week-on-week to 10,600–11,000 UAH/t CPT-port as of March 11, 2026. FX support: Dollar bids climbed to 215–225 USD/t CPT-port, underpinned by hryvnia devaluation and restrained farmer selling. Mixed exporter behavior: Some exporters without urgent contract needs posted lower bids, signaling…
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Ukrainian Oat Exports Collapse 98% as Buyers Halt
Exports collapse 98%: Ukrainian oat exports totaled just 721 tons in Jan–Feb 2026, a 98% year-on-year decline. Major buyers withdraw: Turkey and India, which together accounted for over 94% of December 2025 shipments, have fully suspended purchases. Domestic prices stable: Despite the export shock, domestic oat prices remain steady at UAH 8,900–10,500/t CPT-port. Bearish for…
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Argentine Sunflower Seeds Rejected at Bulgarian Port
Bearish Argentina: Second consecutive Argentine sunflower seed shipment to Bulgaria rejected over pesticide residues, with malathion about three times above EU limits. Neutral Food Supply: All non-compliant cargo is being diverted to biofuel use, preventing contaminated seeds and by-products from entering EU food chains. Supportive for Black Sea Seeds: Quality concerns on 14 scheduled Argentine…
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Poltava Corn Planting Set to Dominate 2026 Acreage
Expanded acreage: Poltava Oblast plans to sow 1.4 million hectares in 2026, maintaining its role as a core Black Sea grain producer. Corn prioritization: Corn will receive the largest allocation among grain and industrial crops in the region’s 2026 planting strategy. Operational risks: Authorities highlighted fieldwork preparation challenges that could impact planting pace and input…
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Algeria wheat tender: 200,000t bought at $291/mt
Algeria’s OAIC purchased about 200,000 tons of milling wheat in an origin-flexible international tender closed March 10. Estimated purchase price is around $291/mt C&F for April–May 2024 delivery to Mostaganem and Tenes. The modest volume and competitive pricing from non–Black Sea origins are neutral to slightly bearish for Black Sea wheat exporters. Algeria Wheat Tender…
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Ukrainian Road Freight Exports Fall in Early March
Volumes: Ukrainian agricultural road exports fell to 50,600 tons over March 1–5, around 24% below February’s average daily pace. Product mix: Processed, value-added goods dominate flows, led by sunflower oil, poultry, and soybean meal, supporting exporter margins despite lower tonnage. Logistics: Polish and Romanian corridors via Porubne, Dyakovo, Krakovets, Rava-Ruska, and Yagodin remain critical bottlenecks…
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Ukraine Corn Yields Rise 17% – AGROTRADE Report
Above-plan performance: AGROTRADE Group’s average corn yield reached 9.89 t/ha, exceeding internal targets by more than 17%. Regional outperformance: Sumy’s third cluster led results with 10.42 t/ha (122% of plan), followed closely by Chernihiv’s fifth cluster at 10.33 t/ha. Corn leads crop portfolio: Corn emerged as the most productive crop for AGROTRADE in the 2025/26…