Author: Viktoriia Ray

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Export Shift: Indonesia plans to curb crude palm oil exports to prioritize domestic biofuel (B40/B50) and aviation fuel production. Investment Push: Government targets $36.86 billion in palm oil processing investments despite stagnant output over the past five years. Tighter Global Supply: Rising domestic use may reduce export availability, supporting global vegetable oil prices. Black Sea…

Astara Dry Port Grain Terminal Expansion by AGT CARGO

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AGT CARGO plans to build a new grain terminal at the Astara dry port to expand capacity beyond the current 500,000 tons per year. The company set a historic record by processing around 180,000 tons of grain via Georgia’s Poti port on the Trans-Caucasian route in 2025. AGT CARGO is exploring containerized grain shipments from…

Russian Rapeseed Oil Exports Surge 37% in 2025

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in Rapeseeds

Exports surge: Russian rapeseed oil exports rose 37% y/y to 1.58 million tons in 2025, with revenues jumping 54% to over $1.6 billion. China-driven demand: China took 1.4 million tons (90% of exports), 6.5x its 2019 volume, cementing its role as the key price driver. Diversification efforts: Iran tripled imports to become the second-largest buyer,…

EU Sunflower Seed Processing Falls to Nine-Year Low

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in Sunflower Seeds

Bearish for Black Sea sunflower seeds: EU sunflower seed processing fell to 7.4 million tonnes in 2025 (from 9 million in 2024), a nine-year low that weakens demand for Ukrainian and other Black Sea origins. Capacity shift to rapeseed: Refineries in the Netherlands, France, and Bulgaria are reallocating crushing capacity to rapeseed as sunflower processing margins deteriorate.…

Algeria Barley Tender: 200,000t Bought at $260/MT

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in Barley

Volume Surge: Algeria’s OAIC quadrupled its initial feed barley tender, purchasing 200,000 tons versus the planned 50,000 tons. Price Benchmark: The deal was concluded at approximately $260/MT C&F, setting a key reference level for upcoming barley tenders. Origin Dynamics: Partial sourcing from Western Europe underscores competitive pressure on traditional Black Sea exporters. Timing Impact: Delivery…

Russian Wheat Exports Jump 59% in February

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in Wheat

Export surge: Russian wheat exports for February 2024 are forecast at 3.3 million tons, up 59% year-on-year from 2.07 million tons. Back to normal levels: Projected exports are in line with the five-year February average of 3.27 million tons, signaling normalized Black Sea flows. Bearish for prices: Strong export momentum and ample Black Sea supply…

Georgia Grain Transit Corridor Boosts Kazakhstan Flows

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Georgian ports nearly double throughput: Combined port traffic rose from 13 million tons in 2022 to a record 25 million tons via Batumi alone in 2025, underscoring Georgia’s emergence as a key grain transit corridor. Rail bypass boosts capacity and speed: A new bypass route through the pass has increased Georgian railway capacity and reduced…

US Soybean Oil Inventories Hit 19-Month High

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in Soybeans

Inventories Surge: US soybean oil stocks climbed to 988,000 tonnes by end-December, a 22% rise since the season start and the highest level in 19 months. Demand Softens: Soybean oil consumption fell to 12.2 million tonnes in 2025 from 12.4 million tonnes a year earlier amid persistent biofuels sector weakness. Crushing at Record Pace: Record…

Kazakhstan Pakistan Trade Agreements Boost Logistics

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