Author: Viktoriia Ray
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Russian Soybean Flour Exports Hit Record in 2025
Record exports: Russia shipped 8,500 tons of soybean flour in 2025, a new all-time high worth $4 million. China-led demand: China accounted for over 70% of volumes, reinforcing strong external demand for Russian soybean products. Capacity growth: A 70% jump over the 2014 peak highlights expanding crushing capacity and value-added processing. Neutral to mildly bullish…
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Ukrainian Barley Prices Edge Up on Weather Concerns
Prices Edge Higher: New-crop Ukrainian feed barley export prices rose to USD 206-212/t CPT-port as of March 12, 2026, up USD 1-5/t week-on-week. Weather Risk Premium: Concerns over winter weather damage and higher production costs are providing support to prices. Demand Support: Strong import demand is underpinning Ukraine’s position as a competitive Black Sea barley…
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Russian grain exports surge 2.5x in early March
Surging exports: Russian grain shipments reached 1.36 million tons in March 1–10, up 2.5x year-on-year, led by wheat at 1.29 million tons. Stronger shipment pace: Daily wheat exports averaged 129,200 tons, about 20% above February’s 81,000 tons, signaling sustained export momentum. Route diversification: No March shipments to Iran despite earlier volumes in February, with cargoes…
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Ukrainian Corn Export Fraud: 28,000 Tons Blocked in Odesa
BESU blocked an illegal export of 28,000 tons of corn worth UAH 202 million ($5.5 million) via Odesa port. Fraudulent scheme used shell agricultural companies lacking land, staff, and equipment to simulate corn production. Regulatory scrutiny at Odesa is likely to tighten, potentially increasing compliance burdens and export lead times. Supply impact is limited in…
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EU Wheat Exports Rise 9% — Romania Leads
EU wheat exports up 9%: Shipments reached 16.5 million tonnes in 2025/26 MY (as of March 8), signaling stronger EU presence in global wheat trade. Romania leads wheat flows: Romania shipped 5.35 million tonnes, ahead of France at 4.55 million tonnes, consolidating Black Sea–based EU export leadership. Barley exports surge: EU barley exports jumped 90%…
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Ukraine Certified Grain Elevators Rule Sparks Backlash
Bearish for small/medium producers: Proposed certified elevator requirement would add costs and reduce logistical flexibility for independent farmers. Bullish/neutral for large elevator operators: Mandatory use of certified elevators could funnel more grain volumes through major facilities, supporting utilization and margins. Policy risk: Strong opposition from the All-Ukrainian Agrarian Council signals potential delays, amendments, or pushback…
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Brazil-China Soybean Exports Halted by Cargill
Bullish (Black Sea): Brazil-China flow disruption may shift Chinese demand toward Black Sea soybeans and protein meals, supporting regional FOB prices. Bearish (Brazil): Stricter Brazilian inspection rules have frozen trader buying interest, stalling Brazil-China soybean shipments and pressuring local basis. Cargill Suspends Brazil-China Soybean Shipments Cargill has halted soybean exports from Brazil to China following…
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Ukrainian Grain Exports Secure Alternative Routes
Exports Secure: Ukrainian grain and oilseed exports remain manageable despite potential Hungarian transit restrictions, supported by alternative routes. Logistics Flexibility: Danube ports and expanded maritime shipping offer sufficient capacity to reroute flows away from Hungarian land corridors. Demand Support: Stable import demand from the EU, Asia, and Africa underpins export volumes and planning for the…
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Jordan Feed Barley Tender: 50,000t at $261.25 C&F
Jordan secures 50,000 tons of feed barley at $261.25/ton C&F for July 2024 delivery, providing a clear pricing benchmark. CHS wins tender with lowest offer, undercutting six major competitors by at least $3.39/ton and up to $12.70/ton versus the highest bid. Neutral to slightly bearish tone for Black Sea exporters as strong global competition and…
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Ukrainian Wheat Prices Rise in Odessa Ports
Key Takeaways Price gains: Class 2 wheat in Greater Odessa ports rose by 100–150 UAH/t week-on-week to 10,600–11,000 UAH/t CPT-port as of March 11, 2026. FX support: Dollar bids climbed to 215–225 USD/t CPT-port, underpinned by hryvnia devaluation and restrained farmer selling. Mixed exporter behavior: Some exporters without urgent contract needs posted lower bids, signaling…