Author: Viktoriia Ray

Bullish: Drone strike on Ukraine’s largest vegetable oil terminal destroys thousands of tons of sunflower oil and threatens export capacity. Bearish: Limited immediate demand-side impact; broader vegoil complex still cushioned by alternative origins and existing stocks. Allseeds Terminal Strike: Incident Overview On December 20, Russian forces conducted a drone strike on Allseeds’ vegetable oil terminal…

Palm Oil Exports Surge as Malaysian Inventories Rise

Dec 20, 2025

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Palm oil exports rising: Global palm oil exports are projected to increase to 26.2 million tonnes in 2025 from 23.95 million tonnes in 2024, led by stronger Indonesian shipments. Inventory-driven price pressure: Malaysian palm oil stocks surged 13% month-on-month to 2.84 million tonnes, weighing on prices and boosting palm oil’s price competitiveness. Shifting demand patterns:…

Russian Grain Exports Up 5% in November 2024

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Ukrainian freight: Capacity recovery underway via additional diesel locomotives, but power infrastructure damage keeps rail-to-port flows constrained and schedules fragile. Russian grain exports: November shipments up 5% YoY to 6.3 million tons, driven by strong Turkish and Iranian wheat demand and expanded Turkish barley imports. Black Sea logistics: Rostov Region moved 1.4 million tons of…

Argentine Sunflower Seed Exports Surge — Price Pressure

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in Sunflower Seeds

Bearish: Argentine sunflower seed exports are projected to jump 246% year-on-year in 2025/26, easing global supply tightness. Bearish: New crushing capacity will lift Argentina’s seed processing to a record 5.4 million tonnes, boosting exports of sunflower oil and meal. Bearish: Increased Argentine flows into Europe, Africa, and the Black Sea region intensify competition and pressure…

Ukrainian Feed Corn Prices Slide on Export & Logistics

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in Corn

Feed corn prices in Ukraine fell by UAH 100–300/t week-on-week, settling at UAH 8,200–9,600/t CPT as of December 19. Weak export demand and slightly higher domestic supply are pressuring bids lower. Logistics constraints, including expensive transport and limited capacity, are curbing trading activity and adding downside pressure. Ukrainian Feed Corn Price Update Ukrainian feed corn…

Russian Wheat Export Duty Reinstated Dec 24

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in Wheat

Policy Shift: Russia reinstates a wheat export duty of 109.1 rubles/ton for December 24–30, while keeping barley and corn duties at zero. Export Mix: Zero duties on barley and corn enhance the competitiveness of Russian feed grain exports versus wheat. Quality Profile: Moscow Region wheat is dominated by Class 4 (48.4%) with solid protein and…

Palm Oil Exports Surge: What Traders Must Know

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Export surge: Global palm oil exports are projected to jump 9.4% to 26.2 million tonnes in 2025, led by a sharp increase in Indonesian shipments. Price advantage: Elevated Malaysian inventories are improving palm oil’s price competitiveness versus other vegetable oils, challenging Black Sea sunflower oil demand. Moderating output: Global production is forecast to ease to…

U.S. Soybean Tariffs Could Repeat Costly Trade Mistake

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in Soybeans

Bearish: U.S. soybean industry warns new tariffs on China could repeat past trade war losses of $27 billion and further undermine U.S. export competitiveness. Bearish: Record global soybean stocks projected at 124–125 million tonnes in 2025/26 and a massive South American harvest are expected to pressure soybean meal prices. Neutral to Supportive: Tightening vegetable oil…

Black Sea Sunflower Oil Drops to Weekly Low

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