Author: Viktoriia Ray

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Kazakhstan Gains Share: China’s sunflower oil imports from Kazakhstan surged, lifting its market share from 10% in 2024 to 28% in 2025 at the expense of Russian and Ukrainian suppliers. Demand Slump: China’s total sunflower oil imports dropped to around 500,000 tons in 2025, a multi-year low as high prices curbed buying interest. Record-Low Stocks:…

Kazakhstan Sunflower Oil Exports Surge to No.2 in China

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in Sunflower oil

Export surge: Kazakhstan’s vegetable oil and meal exports to China jumped 85% year-on-year in the first four months of 2025/26, reinforcing its position as the second-largest sunflower oil supplier to China. Revenue growth: Foreign exchange earnings from exports to China rose 71% to $137 million in early 2025/26, after reaching $255 million over the full…

Ukrainian Corn Exports Threatened by Chornomorsk Drone Strike

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in Corn

Panamanian-flagged civilian vessel carrying Ukrainian corn was struck by a Russian drone while departing Chornomorsk port on March 4. The ship was using the Ukrainian Maritime Corridor when hit, sustaining damage and causing injuries to crew members. Incident is bearish for Ukrainian corn exports as it may raise freight premiums, increase insurance costs, and disrupt…

Global Wheat Production 2026/27: IGC Forecasts 2% Drop

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in Wheat

Global output risk: IGC projects a 2% decline in global wheat production in 2026/27, tightening balances after a record 2025/26 crop. Record current harvest: Major exporters, led by Russia, Ukraine, and the EU, are set for unprecedented 2025/26 wheat output, supporting ample near-term supply. Demand strength: Food use of wheat is expanding at the fastest…

China Vegetable Oil Exports Set to Surge in 2025

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in Freight

Export Shift: China’s vegetable oil exports are set to climb sharply from the historical 100,000-ton baseline in 2025, reshaping Asian trade flows. Processing Power: China controls about 25% of global oilseed crushing capacity, exceeding 200 million tons per year, with soybeans making up over 70%. Import Dependence: Despite record harvests, China still imports 100+ million tons of…

Jordan Feed Barley Tender: Bunge Wins 50,000t

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in Barley

Price Benchmark: Jordan booked 50,000 tons of feed barley at $260.50/ton C&F for June shipment, setting a key Eastern Mediterranean reference. Partial Coverage: Only 42% of the 120,000-ton tender was filled, implying potential follow-up tenders and sustained demand visibility. Competitive Pressure: Bunge undercut rival offers by up to $5.48/ton, signaling strong global supply competition and…

Ukrainian Feed Wheat Prices Rise on Tight Supply

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in Wheat

Bullish: Feed wheat prices at Greater Odessa ports rose to 207-215 USD/t CPT on strong import demand and limited farmer selling. Bullish: Weather risks to spring sowing and higher logistics costs are tightening near-term supply and supporting prices. Bullish: Hryvnia-denominated prices gained UAH 50-100/t, reflecting additional strength from currency and parallel gains in milling wheat…

Iran Wheat Imports Near Completion, Russian Shipments Halt

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in Wheat

Bearish: Iran has already secured over 90% of its 2025/26 wheat import needs, removing a key demand driver for Black Sea wheat for the remainder of the season. Bearish: Suspension of Russian grain shipments to Iran may create surplus availability in Black Sea ports, potentially pressuring wheat and feed grain prices if alternative buyers are…

Black Sea Market Update: No Content Provided

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in Prices

Unable to generate update: No substantive market, price, logistics, or weather content was provided in the source material. Additional data required: Please supply actual Black Sea market information (news articles, price quotes, tenders, logistics/weather impacts) to enable a full update.

Russian Wheat Exports Rise in Feb; Buyers Contract

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