Author: Viktoriia Ray

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Bearish prices: Ukrainian granulated wheat bran export prices continued to fall this week amid ongoing market weakness. Weak demand: Subdued import buying interest from traditional customers is limiting sales and pressuring prices lower. Seasonal pressure: Typical seasonal dynamics for this period are amplifying the soft demand environment. Futures impact: Declining wheat futures on global exchanges…

Russian Wheat Prices Fall to Four-Month Low on Ruble

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in Wheat

Bearish for Russian sellers: Deep-sea port prices for 12.5% protein wheat fell to RUB 15,600/tonne by May 20, the lowest in four months and 8% below last year. Currency pressure: A nearly 10% year-to-date ruble appreciation, including 3.2% last week, is squeezing ruble-denominated export margins despite slightly higher FOB prices. Weak selling interest: Producers are…

Hungary Ukrainian Import Ban Draws EC Pressure

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EC pressure on Hungary: Brussels formally urges Hungary to lift its unilateral ban on Ukrainian agricultural imports, calling it unjustified and harmful to the single market. Safeguard tools in place: The updated EU-Ukraine DCFTA includes safeguard clauses that the EC says are sufficient to address any market disruption from increased Ukrainian imports. Market tone: Neutral…

Poltava Winter Barley Losses Hit 37% – Market Impact

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in Barley

Bearish barley supply: Poltava Oblast reports a 37% loss in winter barley, sharply tightening potential 2026 Ukrainian barley availability. Resilient wheat output: Winter wheat losses remain limited at 8%, mitigating broader grain supply risks. Rapeseed expansion: Winter rapeseed area jumps nearly sixfold to 56,400 ha, highlighting strong farmer interest despite 14% winterkill. Strong spring campaign:…

Russian sunflower oil export duty slashed 71% in June

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Duty Slashed: Russia’s sunflower oil export duty falls 71% in June to 1,337.5 rubles/tonne from 4,650 rubles/tonne in May. Meal Exports Unrestricted: Sunflower meal export duty stays at zero for a second month, supporting continued outbound flows. Stable Oil Prices: Indicative sunflower oil price holds around $1,292/tonne, signaling policy-driven, not demand-driven, duty cuts. Bullish Freight…

Russian Grain Exports Surge 90% in Early May

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Bullish freight demand: Russian grain exports rose 90% YoY in early May to 2.4 million tons, driving higher vessel utilization from Black Sea ports. Expanded trade routes: Wheat destinations grew from 16 to 20 countries, with Kenya and Tanzania emerging as new major buyers alongside Egypt and Saudi Arabia. Broader crop mix: Strong growth in barley,…

Ukrainian Feed Corn Prices Surge on Tight Supply

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in Corn

Bullish: Ukrainian feed corn prices climbed to 10,000-11,400 UAH/t CPT domestically and 226-234 USD/t CPT-port on tight supply and strong demand. Bullish: Limited farmer selling and aggressive buying from processors and traders are keeping the market structurally tight. Bullish: Competition to cover existing export contracts is pushing bids higher across key trading hubs. Bullish: No…

Hungary Ukrainian Imports Restricted, Transit Remains Open

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Policy Dispute: Hungary’s unilateral restrictions on Ukrainian agricultural imports clash with EU-Ukraine Association Agreement principles and have triggered criticism from Ukrainian agribusiness. Transit Intact: Key freight transit routes through Hungary remain open, preserving an important logistics corridor for Ukrainian exports to Western Europe. Compromise Option: Ukraine is proposing licensing mechanisms to balance import volume concerns…

Belarus rapeseed production to hit record 1.1M tons

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