Author: Viktoriia Ray
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Argentina Soybean Oil Exports Fall 19% in November
Bearish for Argentina: Soybean oil exports fell 19% month-on-month in November to 524,000 tons, with stocks tightening to 4.5 million tons. Supportive for Black Sea oils: Reduced Argentine export pressure may create room for Black Sea sunflower oil to gain market share, especially in India. Stable Asian demand: India and Nepal absorbed 65% of Argentina’s…
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Black Sea Corn Prices Drop Amid Export Disruptions
Feed corn FOB Black Sea bids eased to USD 210-218/tonne and asks to USD 214-222/tonne for Dec–Jan, down USD 1-3 in under a week. Ongoing attacks on Ukrainian port and energy infrastructure are constraining seaborne exports and weighing on importer demand. Corn remains Ukraine’s most actively exported crop, but persistent logistics bottlenecks are keeping price…
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Ukrainian Port Security Risks Threaten Global Food Exports
Port security is critical: Protection of Ukrainian port infrastructure remains essential to sustain agricultural exports and global food security. Past disruptions were costly: Export blockages in 2022 contributed to a surge of more than 15% in global food prices. Ongoing defense upgrades: Ukraine is seeking international support to enhance air defense systems for ports through…
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Russian Sunflower Oil Production Falls 14%
Russian production down: Sunflower oil output dropped 14.1% year-on-year to 6.4 million tons in January–November 2025. Exports weaker: Shipments fell 29% to 3.45 million tons in the first ten months of 2025 amid tighter supplies. Margin pressure: Reduced sunflower harvest and weak processing profitability are forcing crushers to cut runs. Price risk: Lower Russian export…
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Black Sea Sunflower Oil Hits Record High
Bullish: Black Sea sunflower oil hit a record $1,290/t on strong export demand, while US soy complex and several palm oil benchmarks posted weekly highs. Bearish: Rapeseed oil FOB Netherlands fell sharply and MATIF rapeseed hit a record low, highlighting weak European oil demand despite record-high rapeseed meal prices. Black Sea Sunflower Oil Leads Vegetable…
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Ukraine Grain Exports: Dec Surge but Y/Y Decline
Bullish (Freight): Ukrainian grain exports are down 31.8% year-on-year, tightening Black Sea supply and underpinning rates on alternative export routes. Bearish (Grain Supply): Slower wheat and corn shipments reduce available Ukrainian export volumes, allowing competing origins to capture demand. Market Structure: Wheat exports are 20% behind last season and corn is 43% lower, encouraging buyers…
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Kazakhstan Sunflower Oil Exports Poised for Top-6
Export Momentum: Kazakhstan’s refined sunflower oil exports surged 122% to 132,000 tons in January–October 2025, lifting the country to 8th place globally. Capacity Expansion: Four new refining projects launching in 2026 will add 370,000 tons of annual capacity, supporting a push into the global top 6 exporters. Value-Added Shift: High-value refined products now account for…
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Pakistan Wheat Imports Canceled: Govt to Buy 6.2M Tons
Import Outlook: Pakistan is now expected to avoid wheat imports in 2025/26, reversing the previous FAS forecast of 1.5 million tons. Domestic Support: Government plans to procure 6.2 million tons at a fixed price of about USD 312/ton, underpinning farm incomes and local supply. Global Market Impact: Neutral to bearish for Black Sea wheat exporters…
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Russian Grain Exchange Volumes Surge After FAS Report
Grains Lead: Russian grain contracts dominate exchange trading with 4.4 million tons sold, reinforcing the country’s leadership in global wheat, corn, and barley markets. Diversifying Products: Oilseeds (1.3 million tons), sugar (1.2 million tons), and newly launched meat trading signal broader agricultural market formalization. Stronger Transparency: Mandatory OTC contract reporting and potential volume requirements aim…
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Ryazan Sunflower Harvest: Record Crop Extends to December
Ryazan region’s sunflower harvest has extended into December, spanning nearly six months from July amid frosts and snow cover. Record grain and oilseed yields combined with adverse weather led to an unprecedentedly long and operationally challenging harvest campaign. Sunflower seeds collected in December will need additional processing, which may affect quality, costs, and short-term spot…