Author: Viktoriia Ray
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Grain Market Update: Missing Data — Provide Sources
Data Required: No market prices, volume data, weather updates, or logistics information were provided, making a factual market update impossible. Content Limitation: The available text is limited to category description and newsletter signup copy, with no substantive financial or commodity market details. Next Step: Supplying actual market data (prices, movements, tenders, weather, policy changes, or…
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Russian Sunflower Oil Exports Surge to Record in 2025
Record Russian exports: Russia shipped 0.5 million tons of sunflower oil to India and Turkey in Jan–Feb 2025, up 18% year-on-year and setting a new record for the period. Stronger Argentine competition: Argentina’s 2025 sunflower harvest forecast jumped to 7 million tons, lifting projected sunflower oil exports to 1.83 million tons and increasing global supply…
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India rapeseed exports: record harvest, export headwinds
Neutral Supply Impact: India’s record 11.7 MMT 2026 rapeseed harvest is largely offset by low old-crop stocks, leaving overall 2026/27 supply broadly flat. Export Headwinds: Rapeseed meal exports fell 32% and soybean meal exports 30% in Oct–Jan 2025/26 as Indian prices became uncompetitive versus global benchmarks. Logistics Risk: Elevated freight rates and disruptions linked to…
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Ukraine Soybean Processing Surges 51% Amid Export Shift
Bullish (Crush Margins): Domestic soybean processing is projected to surge 51.4% above the five-year average to 2.9 million tons in 2025/26, supported by export duties that redirect beans to local crushers. Bearish (Raw Bean Exports): Soybean production is set to fall about 30% year-on-year to 5 million tons, tightening regional availability of Ukrainian raw soybeans…
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Ukrainian Feed Corn Prices Rise on Tight Supply
Bullish: Ukrainian feed corn prices rose by UAH 100-200/t week-on-week to UAH 9,100-9,800/t CPT, with southern bids up to UAH 10,600/t CPT on strong export-led demand and limited supply. Bullish: Tight farmer selling, robust interest from traders and domestic end-users, and supportive Black Sea export values are reinforcing upward price momentum and margins for sellers.…
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Kazakhstan Grain Exports Set to Expand into Mongolia
Trade Focus: Kazakhstan and Mongolia agreed to expand agricultural trade, prioritizing Kazakh exports of barley, flour, oil and fat products, rice, and confectionery. Infrastructure: Both countries will establish reciprocal trade offices in Ulaanbaatar and Almaty to support direct B2B engagement and promote national producers. Market Impact: The deal is neutral to marginally bullish for Black…
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Russian Wheat Harvest 2026 Upgraded to 87.6 Mt
Forecast Upgrade: SovEcon raised Russia’s 2026 wheat harvest outlook to 87.6 million tons, up 1.7 million tons from the previous estimate. Winter Wheat Strength: Winter wheat projections increased to 64.6 million tons on higher acreage and better yield expectations, while spring wheat remains at 23 million tons. Weather Risk: Rostov Region faces below-average soil moisture,…
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Ukraine Rapeseed Could Jump to 1.5M ha in 2026
Planting Surge: Ukraine may expand rapeseed area by one-third to around 1.5 million hectares in 2026 if Middle East conflict and high energy prices persist. Energy-Driven Demand: Rising global fuel prices are boosting biodiesel feedstock demand, supporting rapeseed’s attractiveness for Ukrainian farmers. Production Boost: An extra 400,000 hectares could add at least 1 million tons…
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Kazakhstan Wheat Exports Forecast to Hit 13M Tonnes
Record exports: Kazakhstan’s Grain Union now projects total wheat and flour exports at a record 13 million tonnes for 2025/26 MY, with wheat alone seen at 7.8 million tonnes. Front‑loaded shipments: Wheat exports have already reached 5.14 million tonnes in the first five months—around 66% of the full‑season target—signaling an aggressive early export pace. Market…
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Kazakhstan Transit Corridor Drives $62.6M Mongolia Trade
Kazakh companies signed $62.6 million in export contracts with Mongolia, focused largely on non-commodity finished goods. Bilateral trade turnover between Kazakhstan and Mongolia is expected to triple by the end of 2025, driven by food and industrial products. Kazakhstan is strengthening its role as a key transit hub for Mongolian exports to EAEU, Caucasus, Turkey,…