Author: Viktoriia Ray
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Ukrainian Wheat Exports Hit 9.1M Amid Decline
Ukraine’s total grain and legume exports in 2025/26 MY are down 24.6% year-on-year to 22.32 million tons as of March 2. Wheat exports surpassed 9 million tons but remain 24.7% below last season’s pace. Corn continues to dominate Ukraine’s export mix at 11.538 million tons, though volumes are also lower versus 2024/25 MY. Broad-based declines…
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Kazakhstan Sunflower Meal Exports: 23% Surge to EU
Export Growth: Kazakhstan’s sunflower meal exports to the EU jumped 23% year-on-year to 42.6 thousand tons in July–December 2025. Key Buyers: Germany and Sweden led demand with 9.7 and 9.3 thousand tons respectively, reinforcing Kazakhstan’s role in Northern Europe. Market Position: Kazakhstan remains the EU’s third-largest sunflower meal supplier, far behind Argentina (544.6 thousand tons)…
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Ukraine Agricultural Exports Steady at 5M Tons
Stable exports: Ukraine shipped 5 million tons of agricultural products in February 2026, maintaining steady export performance. Marginal growth: Export volumes rose 0.3% month-on-month, indicating slight improvement without major market disruption. Neutral market impact: Consistent volumes suggest steady demand for Black Sea freight capacity, with a neutral short-term effect on freight rates and grain availability.…
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Ukrainian Sunflower Seed Prices Fall on Weak Oil Demand
Bearish: Ukrainian sunflower seed prices moved into a downward correction, pressured by weaker sunflower oil export demand. Bearish: Processing plant purchase prices fell to around UAH 29,000-30,000/t CPT, with some bids dropping as low as UAH 28,500/t CPT. Bearish: Persistently low demand in the sunflower meal sector further squeezed processing margins and reinforced negative sentiment.…
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Chornomorsk Port Concession Deadline Extended to Mar 13
Administrative: Chornomorsk port's First and Container Terminals concession tender deadline extended to March 13, 2026, from the original 75-day window. Procedural: Extension granted to allow bidders to integrate extensive clarifications on security monitoring documentation requirements. Strategic: Tender covers the Universal and Grain Marine Terminals, key assets for Black Sea grain export capacity and long-term port…
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Turkey Sunflower Seed Imports Surge 27% in 2025
Bullish: Turkey’s sunflower seed imports are projected to surge to 1 million tons in 2025/26, supporting sustained crush and export activity for sunflower oil. Bearish: Growing competition from Argentine origin in the second half of 2025/26 may pressure Black Sea and EU exporters on price and margins. Structural Shift: Tight domestic supply and strong refined…
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Ukrainian Soybean Prices Hit 10-Month High
Bullish (short-term): Ukrainian soybean prices at a 10‑month high, supported by intense domestic competition and strong global fundamentals. Bearish (medium-term): Expected pressure from expanding South American supplies as Brazilian and regional harvests progress. Supportive factors: Brazilian harvest delays, higher Chicago soybean and soy oil quotations, and potential post-holiday recovery in Chinese demand. Risk factors: Geopolitical…
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Saudi Wheat Tender: 794,000t Purchase Exceeds Target
Saudi wheat buy exceeds target: GFSA purchased 794,000 tonnes versus the 655,000-tonne plan, highlighting strong forward import demand into mid-2026. Wide C&F price spread: Prices ranged from $265.61 to $283.00 per tonne C&F, with Dammam commanding the highest values on freight and logistics. Multi-origin competition: Flexible origin terms (EU, Black Sea, Americas, Australia) reinforce intense…
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Odesa Grain Unloading Rises — Rail Bottleneck Risk
Improving efficiency at Greater Odesa: Daily grain railcar unloading rose to 1,196 units (+70 w/w), with loading up to 1,232 units per day. Potential bottlenecks ahead: Grain railcars en route to Greater Odesa ports fell sharply by 311 units to 10,700, hinting at possible supply chain or origination issues. Diversification via Danube ports: Rail traffic…
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South Korea Feed Corn: 135,000 Tons for July
South Korea’s Major Feedmill Group (MFG) secured 135,000 tons of feed corn for July delivery, reaching 64% of its 210,000-ton tender target. Average purchase price was about $250.89/ton C&F plus $1.50/ton port surcharge, with volumes sourced from the US, South America, and South Africa. Contracts were awarded to Mitsui and Cargill for early July arrival,…