Author: Viktoriia Ray
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Ukrainian Wheat Prices Rise on Tight Farmer Supply
Prices Firming: New-crop milling wheat in Greater Odessa ports rose by USD 2-4/ton week-on-week as of May 6 on strong exporter demand. Grade 2 Strength: Grade 2 wheat bids reached USD 219-227/ton CPT port, outpacing Grade 3 and highlighting preference for higher quality. Farmer Reluctance: Limited farmer selling is tightening domestic supply, supporting a mildly…
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Black Sea Sunflower Oil Gains as Palm Exports Fall
Palm oil exports to decline: Global palm oil export shipments are forecast to fall by 2 million tonnes to 24.2 million tonnes in April–September 2026. Black Sea sunflower oil to gain: Russian, Ukrainian, and Bulgarian sunflower oil is expected to capture displaced demand alongside other vegetable oils. Export leaders under pressure: Indonesia, Malaysia, and Thailand’s…
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Brazil Corn Forecast Rises, Pressures Black Sea Corn
Bearish corn outlook for Black Sea exporters: Brazil’s upgraded 2025/26 corn forecast to 137 mln t signals stronger export competition and potential pressure on Ukrainian and Russian FOB premiums. Higher Brazilian soybean output: Soybean production raised to 181.6 mln t on better yields and expanded acreage in Rio Grande do Sul, reinforcing Brazil’s dominance in…
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Kazakhstan Grain Exports Surge 13% in 2025/26
Export Growth: Kazakhstan’s grain and flour exports rose 13% year-on-year to 11.1 million tons in September-April 2025/26. Uzbekistan Demand: Uzbekistan absorbed 84% of total exports, with volumes up 13.8% to 9.3 million tons. Diversifying Flows: Afghanistan (+51% to 1.8 million tons) and Kyrgyzstan (+58% to 440,000 tons) showed the strongest growth. Logistics & Policy Support:…
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Ukrainian Corn Prices Climb Amid Supply Shortages
Bullish: Ukrainian feed corn prices gained to UAH 9,400-10,200/t, with southern regions up to UAH 11,100/t CPT, supported by strong domestic and export demand. Bullish: Farmer sales restraint is tightening spot availability, creating a supply-demand imbalance that favors sellers and sustains upward price momentum. Bullish: Port prices at USD 218-226/t CPT-port indicate that export competitiveness…
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Russian Spring Wheat Sowing 81% Behind — Market Neutral
Neutral: Russian spring wheat sowing is 81% behind last year, but overall market impact is currently assessed as neutral. Weather Delays: Cold and wet conditions are slowing fieldwork across key Russian growing regions. Stable Harvest Outlook: SovEcon maintains its Russian wheat harvest forecast at 89.7 million tons despite the slow start. Risk Ahead: Prolonged delays…
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Russian Flaxseed Oil Exports to China Soar 2025/26
Russian Flaxseed Oil Exports to China Surge Past Full-Year 2024/25 Volumes Russia shipped over 0.75 million tons of flaxseed oil to China in the first seven months of 2025/26 MY, already surpassing the entire 2024/25 MY export volume of 0.7 million tons. China’s share of Russian flaxseed oil exports has jumped to 78%, up from…
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Ukrainian Vegetable Oil Exports Decline in April
Ukrzaliznytsia’s April exports of vegetable oils slipped 1.3% month-on-month to 141,600 tons, signaling slightly tighter seaborne supply. Oilcake and meal exports fell more sharply by 6.5% to 237,900 tons, with land routes taking a growing share of volumes. Land border crossings strengthened their role as the primary export channel, particularly for oilcake, as port-based logistics…
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Ukrainian Wheat Prices Rise on Tight Supply
Bullish: Ukrainian wheat prices are rising on strong domestic processing demand, tight grain supply, and higher export values. Bearish: Elevated production costs and weak flour demand are pressuring processors’ margins and could limit further price upside. Ukrainian Wheat Prices Rise on Strong Domestic Demand and Tight Supply Market Update The Ukrainian wheat market posted firm…
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Ukraine Spring Planting Update: 43% Complete, Risks Ahead
Ukraine has completed 43% of its planned 6.003 million hectares of spring grain planting, lagging behind last year’s 57% pace. Corn and sunflower planting are both at 30% of planned areas, introducing timing and weather risks for yield potential. Soybean planting is slower at 18% of the target area, while sugar beet planting is nearly…