Author: Viktoriia Ray
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Ukrainian Wheat Acreage to Drop 5% in 2026
Ukrainian wheat acreage projected to decline 5% year-on-year to just under 5 million hectares in 2026. Barley area in Ukraine expected to fall sharply by 21% to 1.1 million hectares, tightening feed grain supplies. Corn acreage seen rising 3% to 4.7 million hectares, partially offsetting reduced wheat and barley areas. Uzbekistan–Pakistan hybrid wheat project targets…
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Ukraine wheat acreage down 5% in 2026
Tighter Black Sea supply risk: Ukrainian wheat acreage is projected to fall 5% in 2026 to just under 5 million hectares, potentially tightening export availability. Shift in crop mix: Barley area is seen down 21% while corn is up 3%, driving a 4% overall decline in Ukrainian grain acreage to 11.5 million hectares. Central Asian…
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Black Sea Sunflower Oil Drops; Global Oilseed Outlook
Bullish: Strong gains in soybean complex and rapeseed products, with CBOT soybeans, soybean meal, and rapeseed oil/meal printing weekly highs on firm crush and feed demand. Bearish: Sunflower oil FOB Black Sea and palm oil FOB Malaysia slid to weekly lows, signaling weaker export sentiment and competitive pressure in the vegetable oil space. Mixed: Diverging…
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Russian Grain Export Quota 2026: 20M Tons Allocated
Neutral: Russia set a 20 million ton grain export quota for February–June 2026 across 213 companies, maintaining overall export control while slightly consolidating the exporter base. Bullish (Logistics): Agidel port’s return to service in 2025 adds 90,000 tons of inland export capacity to Egypt and Iran, modestly diversifying routes beyond traditional Black Sea terminals. Bearish (Export…
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Canadian Canola Crush Hits Record, Threatens Ukrainian Meal
Key Takeaways Record Crush: Canadian canola processing hit 1.08 million tonnes in December, up 6% month-on-month and the second-highest monthly volume on record. Seasonal High: August–December 2025 crush reached 5.1 million tonnes, surpassing 4.9 million tonnes a year earlier. Efficiency Gains: Canola oil extraction rate improved to 42.3%, slightly above the 42.1% average in August–December…
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Ukrainian Corn Prices Surge on Export Demand
Ukrainian Corn Prices Surge on Strong Export Demand and Farmer Holdbacks Key Takeaways Port prices higher: Feed corn bids rose USD 2-4/tonne in Odessa and USD 2-3/tonne in Danube ports in early February. Stronger demand: Robust importer interest and competitive corn export economics versus other crops are supporting prices. Farmer holdbacks: Restricted farmer selling and…
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Kazakhstan Winter Wheat Freeze: Early Crop Damage Report
Kazakhstan Winter Wheat Freeze Damage Update Localized damage: Kazhydromet reports 2–9% winter wheat losses in parts of Zhambyl and West Kazakhstan as of January 20. Worst-hit districts: Shu and Kordai in Zhambyl show 7–9% damage; Baiterek in West Kazakhstan reports 8% losses. Stable core regions: Turkestan and Zhetisu regions report good crop conditions with no…
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Indonesia Palm Oil Exports Cut: Global Market Impact
Export Shift: Indonesia plans to curb crude palm oil exports to prioritize domestic biofuel (B40/B50) and aviation fuel production. Investment Push: Government targets $36.86 billion in palm oil processing investments despite stagnant output over the past five years. Tighter Global Supply: Rising domestic use may reduce export availability, supporting global vegetable oil prices. Black Sea…
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Astara Dry Port Grain Terminal Expansion by AGT CARGO
AGT CARGO plans to build a new grain terminal at the Astara dry port to expand capacity beyond the current 500,000 tons per year. The company set a historic record by processing around 180,000 tons of grain via Georgia’s Poti port on the Trans-Caucasian route in 2025. AGT CARGO is exploring containerized grain shipments from…
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Russian Rapeseed Oil Exports Surge 37% in 2025
Exports surge: Russian rapeseed oil exports rose 37% y/y to 1.58 million tons in 2025, with revenues jumping 54% to over $1.6 billion. China-driven demand: China took 1.4 million tons (90% of exports), 6.5x its 2019 volume, cementing its role as the key price driver. Diversification efforts: Iran tripled imports to become the second-largest buyer,…