Author: Viktoriia Ray
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Middle Corridor Grain Transit: Kazakhstan & Luka Koper
Kazakhstan and Slovenia’s Luka Koper port are negotiating integration of the Middle Corridor to create new grain export routes to Central Europe. Luka Koper processes around 23 million tonnes annually and is a key entry point for landlocked EU countries, including 33% of Austrian and 45% of Hungarian imports. A successful partnership would diversify transport…
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Ukrainian corn exports hit 5.1M tons in 2024/25
Corn strength: Ukrainian corn exports have reached 5.127 million tons in 2024/25 MY, with December alone accounting for 1.422 million tons and 78% of the month’s total grain exports. Export mix: Wheat still dominates overall grain flows at 7.656 million tons, while barley lags at 1.223 million tons and rye remains negligible. Year-on-year slowdown: Total grain and leguminous exports…
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Russian Wheat Acreage Falls, Global Prices Rise
Bullish: Russian winter and spring wheat acreage continues to contract, threatening exportable supply and supporting global wheat prices into 2026/27. Bearish Offset: Higher winter wheat plantings in Ukraine and France may partially counterbalance Russian output declines if yields and logistics remain stable. Structural: Russian farm profitability has dropped 62% since 2021, suggesting continued acreage pressure…
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Kazakhstan Flaxseed Oil Exports Triple to Japan
Export boost: Dynasty Agro will ship 3,000 tons of Kazakh flaxseed oil to Japan, roughly tripling previous annual volumes of several hundred tons. Market diversification: Registration with China’s customs under the 2025 Export Acceleration Program opens a second major Asian outlet for Kazakhstan’s processed oilseed products. Value-added trend: Focus on processed flaxseed oil rather than…
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Ukrainian Sunflower Prices Drop UAH 300-600/ton
Key Takeaways Sunflower seed bid prices decreased by UAH 300–600/ton to UAH 27,500–29,000/ton CPT, with indicative bids from UAH 27,000/ton CPT for 48% oil content. Farmer selling activity slowed as producers rejected current price levels, limiting new offers to the market. Weak sunflower oil prices, sufficient processor inventories, and the approaching holiday period are weighing…
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Azerbaijan Wheat Production Aims to Cut Russian Imports
Key Takeaways Policy Shift: Azerbaijan plans to raise domestic food wheat production from 20% to 50% of its 1.8 million tons annual demand over the coming years. Import Dependence: The country currently imports around 1.62 million tons of wheat annually, with Russia supplying approximately 90% of total imports. Gradual Timeline: Despite self-sufficiency goals, wheat import…
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Ukraine Rail Grain Containers Drop 13% — Why It Matters
Containerized grain shipments on Ukrzaliznytsia’s network dropped 13% y/y to 56,965 thousand TEUs in Jan–Nov 2025 as shippers pivoted back to specialized grain railcars. Low leasing rates of 100–200 UAH/day for grain railcars made traditional railcar transport more cost-effective than containers for exporters. Meal and cake container volumes rose 4% y/y to 24,474 thousand TEUs,…
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Ukrainian Soybean Exports Stalled by Port Attacks
Logistical risk: Missile damage to Odessa port infrastructure is constraining Ukrainian soybean export activity and may reduce shipment volumes in the coming months. Price resilience: GM soybean bids are stable at USD 420-425/t CPT port, holding at the highest levels since August 2024 despite stalled upside momentum. Regulatory support: The EU’s one-year postponement of EUDR…
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Russian Wheat Export Duty Rises to 109.1 Rub/tonne
Russia will reinstate a wheat export duty of 109.1 rubles/tonne from December 24, ending a two-week zero-duty period. Barley and corn export duties remain at zero through December 30, preserving their price competitiveness. The wheat indicative price is steady at $227.0/tonne, signaling stable demand despite the duty adjustment. The new duty adds an estimated ~$1.10/tonne…
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Chornomorsk Port Concession: Tender Opens for Terminals
Ministry of Communities and Territories Development launched a concession tender for Chornomorsk port terminals on December 20. The tender covers the First and Container Terminals, including the Universal and Grain Marine Terminals. Move supports long-term modernization of Ukraine’s Black Sea grain export infrastructure. Potential for improved logistics efficiency and lower freight costs over time. Ukraine…