Author: Viktoriia Ray

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Total Volume: Tunisia’s ODC secured 150,000 tonnes of wheat (100,000 tonnes soft, 50,000 tonnes durum) in its March tender. Price Levels: Soft wheat was booked as low as $271.69/tonne C&F, while durum wheat traded at $334.49–$334.67/tonne C&F. Delivery Windows: Durum wheat ships earlier in April 2024, with soft wheat following in May 2024. Suppliers &…

Australian Canola Exports Plunge to 4-Year Low

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Exports at 4-year low: Australian canola shipments fell 18% year-on-year to 1.86 million tonnes in Oct–Jan 2025/26, the weakest level since 2021/22. EU and Pakistan demand slumps: EU imports from Australia dropped 35% to 1.12 million tonnes, while Pakistan halted purchases entirely from 342,000 tonnes a year earlier. Trade flows pivot to Asia and Middle…

Ukrainian Barley Prices Set to Rise on Tight Supply

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in Barley

Bullish: Farmer selling has slowed sharply amid uncertainty over winter crops, tightening domestic Ukrainian barley supply while export demand from Turkey and China remains firm. Bullish: Weather-related production issues in France and Romania are constraining global barley availability, helping support and potentially lift Ukrainian price levels. Bullish: Chinese demand stabilizing around current CPT port values…

Palm Oil Exports Surge Threatens Black Sea Sunflower Oil

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Palm oil export surge: Indonesia and Malaysia shipped 4.04 million tonnes of palm oil in January 2025, up 1.4 million tonnes year-on-year, driven by tighter Argentine soybean oil supplies. Demand rotation: India, China, and Egypt sharply increased palm oil imports, signaling substitution away from other vegetable oils, including Black Sea sunflower oil. Pressure on Black…

China Barley Imports Rise 2025/26: Outlook

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in Barley

China barley imports to edge up to 10.5 million tons in 2025/26, with domestic output rising to 2.3 million tons, signaling modest demand growth. Australia and Canada retain dominance in China’s barley supply despite higher prices, while Black Sea origins remain marginal players. Black Sea exporters stay price-competitive (Kazakhstan at $182.81/ton, Russia at $214.24/ton versus…

Ukrainian Rail Grain Exports to Hungary Up in Feb

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Hungary leads: Rail grain exports to Hungary averaged 64.9 railcars per day in February, maintaining its position as the top destination. Broad-based growth: All major western border crossings saw month-on-month increases in daily grain railcar volumes. Poland momentum: Poland recorded the largest percentage gain, adding 5.4 railcars per day to reach 14.6 railcars daily. Logistics…

Russian Wheat Exports to Hit 3.6M Tons in March

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in Wheat

Export Surge: Russia’s wheat exports rose 33% year-on-year in February to 2.75 million tons, signaling strong global demand and competitive pricing. March Acceleration: March exports are forecast at 3.6 million tons, nearly double last year’s March volume, pointing to improved logistics and favorable weather. Stable Market Share: Cumulative July–March exports are projected at 36 million…

Kazakhstan Agricultural Exports Surge Alters Black Sea Trade

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Kazakhstan’s agricultural exports surged 37% year-on-year to $7 billion in 2025, underscoring strong international demand. Value-added capacity is rising, with processed agricultural exports climbing 35% to $3.6 billion. Strategic crop diversification cut wheat area by 900,000 ha while expanding oilseeds and legumes, reshaping Black Sea supply dynamics. Record oilseed output of 4.8 million tons positions…

India Sunflower Oil Imports Drop 45% as Palm Surges

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in Sunflower oil

Bullish (Palm & Soybean Oil): Record price discounts and seasonal demand drove India’s palm oil imports to a six‑month high and lifted soybean oil purchases. Bearish (Sunflower Oil – Black Sea): India’s 45% month-on-month drop in sunflower oil imports weighs on Ukrainian and Russian exporters and pressures sunflower oil values. Global Impact: Strong Indian demand…

Kazakhstan Barley Market Stalls as VAT Uncertainty Grows

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