Author: Viktoriia Ray
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Brazilian Soybean Oil Exports Drop 41% as B15 Boosts Demand
Brazilian exports slump: Soybean oil exports fell 41% year-on-year to 153,000 tonnes in Sep–Nov 2024, hitting multi-year lows. Biofuel demand surges: The B15 biodiesel mandate is driving domestic soybean oil use, with around 6.5 million tonnes projected for biodiesel in 2025. Tight export balance: Limited output growth of only 0.4 million tonnes caps export potential…
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Russian Wheat Exports at Risk Despite 2025 89MT Harvest
Bullish: Larger-than-expected 2025 Russian wheat and total grain crop, including a projected 88.5–89 million tons of wheat and record legume output, increases overall supply. Bearish: Historic low share of production in export-oriented southern regions raises logistics costs and may restrict effective export flows despite strong harvest volumes. Russia Ups 2025 Wheat Harvest Outlook Russia’s 2025…
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Ukrainian Rail Freight Drops to Greater Odesa Ports
Railcar movements toward Greater Odesa ports declined by 26 units/day to 9,360 units, with average daily loading falling by 112 railcars to 1,205 units. Danube ports recorded a sharper downturn, as weekly grain railcar flows dropped by 76 units to 194 railcars. Despite lower incoming volumes, daily grain railcar unloading rates at Greater Odesa and…
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Kazakhstan Vegetable Oil Production Draws Iranian Investment
Investment: Kourosh Food Industry plans to build vegetable oil and poultry production facilities in Kazakhstan, signaling deeper Iranian involvement in Central Asian agribusiness. Trade Growth: Kazakh-Iranian trade surpassed $340 million in 2023 and is expected to rise further on the back of expanded agricultural cooperation. Market Impact: New Kazakh vegetable oil capacity is neutral to…
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Tunisia Wheat Tender Secures 350,000t of Grain
Tunisia’s grain agency ODC purchased a total of 350,000 tons of grain (soft wheat, durum wheat, and feed barley) in its December 11 international tender for delivery between January and March 2026. Soft wheat prices were tightly ranged at $255.77–$257.14/ton C&F, while durum wheat traded at a roughly 24% premium and barley cleared at $269.12/ton…
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Buhler Milling Complex Up for RUB 1.57B in St. Petersburg
Asset Sale: St. Petersburg’s State Unitary Enterprise “Food Fund” is auctioning a complete unused Bühler AG milling complex with a starting price of RUB 1.57 billion. Capacity Addition: The complex offers 600 tons/day soft wheat and 300 tons/day rye processing capacity if commissioned by a buyer. Unused but Dated: All 950 units of Swiss-made equipment…
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Bashkortostan Grain Exports Fall 50% — Market Impact
Bearish for volumes: Bashkortostan’s grain and oilseed exports fell by roughly 50% year-on-year, from 401,600 tons in 2024 to just over 200,000 tons in 2025. Neutral for quality: All export batches fully met EU, EAEU, and destination country phytosanitary standards with zero detections of quarantine organisms. Mildly bearish for freight: Lower interior Russian export flows…
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Russian Sunflower Oil Exports Reclaim Top Spot
Russia reclaims top spot: Set to export 4.4 million tons of sunflower oil in 2024/25, overtaking Ukraine’s 4.175 million tons despite lower harvest estimates. Tighter global balance: World sunflower oil production cut to 47.43 million tons from 49.73 million tons on drought across the Black Sea region. Firm pricing: Russian domestic sunflower oil prices are…
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Ukrainian Feed Wheat Prices Drop at Odessa Ports
Prices ease: Feed wheat at Greater Odessa ports slipped by USD 1-2/ton to USD 204-211/ton CPT as of December 11. Downward pressure: Weakness in milling wheat and Russian attacks on port infrastructure weighed on values. Limited downside: Tight regional grain supply and firmer demand for feed wheat versus milling wheat helped cushion the decline. Sentiment:…
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Kazakhstan Oilseed Exports Eye $1B Target by 2028
Bullish: Kazakhstan’s 2026–2028 roadmap targets over $1 billion in annual fat and oil exports, backed by infrastructure and processing investment, while Siberian oilseed shipments surge 43%. Bearish: Russia’s record 139 million ton grain harvest faces severe logistics bottlenecks and quality mismatches, limiting export potential and complicating Black Sea flows. Kazakhstan Oilseed Export Roadmap Kazakhstan has…