Author: Viktoriia Ray
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Argentina Corn Production Hits Record 64 Million Tonnes
Record Corn Output: Argentina’s 2025/26 corn production forecast raised to a record 64 million tonnes, adding 3 million tonnes to global supply. Strong Soybean Yields: Soybean forecast lifted to 50.1 million tonnes on exceptional average yields of 32.8 c/ha, the highest in six seasons. Export Competition: Larger Argentine corn and soy crops are neutral to bearish for Black Sea…
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Ukrainian Wheat Exports Top 12.27Mt in 2025/26
Wheat exports ease: Ukraine shipped 12.271 million tonnes of wheat as of May 25 in the 2025/26 season, down 17% from 14.803 million tonnes a year earlier. Grain flows slower overall: Total grain and legume exports reached 32.787 million tonnes, about 14% below last season’s 38.183 million tonnes. May volumes soften: May exports totaled 2.589…
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Uzbekistan-Afghanistan Rail Corridor Boosts Freight
Dry Port No. 5 is now operational on the Hairatan–Mazar-i-Sharif railway line, handling its first train and expanding regional freight capacity. A planned 1,650-meter railway extension at Naybobad station is set to boost freight car throughput and reduce idle time. Enhanced rail infrastructure may gradually shift some Central Asian grain and oilseed flows away from…
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EU Sunflower Meal Imports Shift to Argentina
Bearish: Ukraine’s EU sunflower meal market share collapsed to 34% from 63% as Argentina seized 55% with more competitive offers. Bearish: Total EU sunflower meal imports fell 23% to 1.7 million tonnes amid stronger competition from EU rapeseed meal and Canadian canola meal. Bearish: Weaker EU export demand threatens Black Sea crushing margins and could…
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Ukrainian Rapeseed Prices Hit $590-600/t
Bullish: New-crop Ukrainian rapeseed export prices strengthened to USD 590-600/t on CPT-port and DAP-western border terms, supported by tight European supply and firm demand. Bearish: Domestic price growth remains limited by adequate raw material availability, slow trading activity, and ongoing security risks that constrain port-based demand. Ukrainian New-Crop Rapeseed Price Rally New-crop rapeseed prices on…
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Kazakhstan Wheat Sowing: Rodina Finishes Early 2026 Planting
Operational milestone: Rodina Agrofirm completed spring sowing on 50,000 ha in Akmola Oblast, becoming the first in the region to finish the 2026 harvest campaign fieldwork. Wheat-heavy structure: Wheat accounts for 30,343 ha (about 61% of total area), underscoring continued producer confidence in grain markets. Efficient execution: The sowing campaign began on May 11 and…
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Trans-Caspian Corridor Boosts Caspian Grain Exports
Bullish: Rail freight between Kazakhstan and Uzbekistan surged 36% y/y to 13 million tonnes in the first four months of 2026, reinforcing the Trans-Caspian corridor’s role in grain and oilseed exports. Bullish: Completed dredging at Kuryk and ongoing upgrades at Aktau port are set to expand Caspian export capacity and offer competitive alternatives to congested Black…
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Ukrainian Sunflower Seed Prices Steady Despite Shortages
Prices steady: Ukrainian sunflower seed prices held in a narrow range at UAH 32,000–33,600/tonne for 48–50% oil content amid tight supply. Supply constraints: Critically low producer deliveries forced some crushers to suspend sunflower operations. Margin pressure: Weak crushing profitability limited upside price moves and curbed buying interest. Shift to rapeseed: Several plants redirected capacity to…
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Germany Wheat Exports to Indonesia Start June 2025
Market Access: Germany secures approval to export wheat to Indonesia starting June 2025 via a new plant safety agreement. Demand Potential: Indonesia’s sizable annual wheat imports of around 11 million tonnes offer meaningful volume opportunities for German exporters. Sector Support: Expanded third-country exports help underpin Germany’s grain sector amid stable or declining domestic wheat consumption.…

