Author: Viktoriia Ray

in Barley

Bullish: Ukraine’s barley exports surged 22% year-on-year to 2.8 million tons in 2025/26 MY, signaling strong export availability for international buyers. Bearish: Total barley output remains 19.7% below the five-year average, underscoring ongoing structural production constraints despite the export rebound. Bearish (Prices): Higher export volumes, supported by reduced domestic consumption and large carryover stocks, may…

Ukrainian Rail Grain Capacity to Drop 73% by 2025

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Bearish logistics impact: Ukrzaliznytsia’s grain railcar fleet is projected to shrink by 73% from 2,600 to about 700 units by end-2025. Peak-season bottlenecks: Accelerated withdrawals of 500 cars per month from May–July threaten rail capacity during Ukraine’s critical grain export window. Funding constraints: Repairs have halted due to budget shortfalls, with long-term shipper contracts proposed…

Ukrainian Feed Corn Prices Jump on Strong Demand

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in Corn

Bullish: Ukrainian feed corn prices climbed this week on strong domestic and export demand amid limited farmer selling. Bullish: Southern region prices reached UAH 10,300/ton CPT, up UAH 100/ton week-on-week and trading at a premium to the national range. Bullish: Tight market fundamentals and robust export sector activity are supporting prices and could sustain current…

Tunisia Wheat Tender: 150,000t Secured in March

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in Wheat

Total Volume: Tunisia’s ODC secured 150,000 tonnes of wheat (100,000 tonnes soft, 50,000 tonnes durum) in its March tender. Price Levels: Soft wheat was booked as low as $271.69/tonne C&F, while durum wheat traded at $334.49–$334.67/tonne C&F. Delivery Windows: Durum wheat ships earlier in April 2024, with soft wheat following in May 2024. Suppliers &…

Australian Canola Exports Plunge to 4-Year Low

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Exports at 4-year low: Australian canola shipments fell 18% year-on-year to 1.86 million tonnes in Oct–Jan 2025/26, the weakest level since 2021/22. EU and Pakistan demand slumps: EU imports from Australia dropped 35% to 1.12 million tonnes, while Pakistan halted purchases entirely from 342,000 tonnes a year earlier. Trade flows pivot to Asia and Middle…

Ukrainian Barley Prices Set to Rise on Tight Supply

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in Barley

Bullish: Farmer selling has slowed sharply amid uncertainty over winter crops, tightening domestic Ukrainian barley supply while export demand from Turkey and China remains firm. Bullish: Weather-related production issues in France and Romania are constraining global barley availability, helping support and potentially lift Ukrainian price levels. Bullish: Chinese demand stabilizing around current CPT port values…

Palm Oil Exports Surge Threatens Black Sea Sunflower Oil

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Palm oil export surge: Indonesia and Malaysia shipped 4.04 million tonnes of palm oil in January 2025, up 1.4 million tonnes year-on-year, driven by tighter Argentine soybean oil supplies. Demand rotation: India, China, and Egypt sharply increased palm oil imports, signaling substitution away from other vegetable oils, including Black Sea sunflower oil. Pressure on Black…

China Barley Imports Rise 2025/26: Outlook

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in Barley

China barley imports to edge up to 10.5 million tons in 2025/26, with domestic output rising to 2.3 million tons, signaling modest demand growth. Australia and Canada retain dominance in China’s barley supply despite higher prices, while Black Sea origins remain marginal players. Black Sea exporters stay price-competitive (Kazakhstan at $182.81/ton, Russia at $214.24/ton versus…

Ukrainian Rail Grain Exports to Hungary Up in Feb

Mar 5, 2026

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