Author: Viktoriia Ray
-
Ukraine Rapeseed Exports Hold Steady, 2026 Forwards
Exports holding steady: Ukraine shipped 52,000 tonnes of rapeseed by December 8, with full-month exports forecast at 105,000–150,000 tonnes. Stable domestic pricing: Spot values remain around $550–560/tonne, with processors paying UAH 24,000–24,500/tonne amid tightness in alternative oilseeds. Forward curve developing: Initial 2026 forward contracts are emerging at $430–435/tonne CPT port for July–August shipments, indicating a…
-
Dagestan Sunflower Harvest Up 14% in 2025
Dagestan harvest growth: Sunflower seed output in Dagestan rose 14% year-on-year to 4,500 tons in 2025. Regional expansion: The North Caucasus Federal District posted 9% overall growth in sunflower seed production. Stavropol dominance: Stavropol Krai contributed around 370,000 tons, roughly 82% of the district’s sunflower harvest. Market impact: Despite strong percentage gains, the overall effect…
-
Kazakhstan Barley Exports Surge Toward Iran Market
Trade surge: Kazakhstan-Iran bilateral trade is up 40% in the last ten months, with agriculture positioned as a core growth driver. Export commitment: Kazakhstan is ready to supply at least $200 million in commodities to Iran, targeting a longer-term $3 billion trade turnover. Infrastructure push: New Trade House in Tehran, a joint free economic zone…
-
Russian Wheat Exports Seen Rising to 44M Tons in 2025/26
Bearish for prices: Russian wheat exports are forecast to rise to 44 million tonnes in 2025/26 MY, adding supply from the world’s largest exporter. Logistics strength: Rail grain exports are set to exceed 20 million tonnes, reflecting a 25% YoY increase and improved inland logistics capacity. Quality support: Over 84% of monitored wheat in Altai Krai meets…
-
Jordan Feed Barley Tender: 120,000t at $272.75
Jordan’s MIT purchased 120,000 tonnes of feed barley at a competitive $272.75/tonne C&F, providing a clear benchmark for 2026 delivery slots. The winning bids undercut competing offers by $3.25–16.25/tonne, highlighting comfortable global barley supply and a neutral to slightly bearish tone for prices. Split deliveries in late January and early February 2026 underline steady demand…
-
Russian Agricultural Exports Fall 10.3% in Jan-Oct 2025
Exports contract: Russian food and agricultural exports fell 10.3% year-on-year to $31.5 billion in Jan–Oct 2025, extending pressure on outbound Black Sea freight volumes. Imports surge: Agricultural imports jumped 14.2% to $35 billion, flipping the trade balance and signaling stronger inbound logistics demand. Decline moderates: The export drop slowed slightly versus the 11.1% fall through…
-
Russian Sunflower Oil Exports Will Top Ukraine in 2025/26
Russia to Lead Exports: Russia is projected to become the world’s largest sunflower oil exporter in 2025/26 with shipments rising to 4.4 million tons. Ukraine’s Market Share Declines: Ukraine’s sunflower oil exports are expected to fall from 4.7 million tons to 4.2 million tons, reducing its export dominance. Tighter Global Supply: Global sunflower oil exports…
-
South American Soybean Exports Surge as US Shipments Fall
Bullish South America: Brazil and Argentina sharply increased soybean exports to China, capturing greater global market share. Bearish US & Black Sea: US soybean exports slumped over 50% year-on-year, while increased South American supply pressures global oilseed prices and weighs on Black Sea competitiveness. South American Soybean Export Surge South American exporters strengthened their hold…
-
Indonesia corn production surge: Limited Black Sea impact
Supply Growth: Indonesia’s corn harvested area is projected to rise 20.9% YoY to 0.62 million hectares in Nov 2025–Jan 2026, boosting near-term supply. Output Increase: Dry corn production for Nov 2025–Jan 2026 is estimated at 3.93 million tonnes, up 18.96% YoY, with full-year 2025 output seen 9% higher at 16.5 million tonnes. Black Sea Impact:…
-
Black Sea Wheat Prices Fall as Russian Output Rises
Prices: Ukrainian milling wheat fell to USD 210-219/ton CPT across major ports as of December 10, 2025. Russia: 2025 wheat harvest estimates increased to 88.5-89 million tons, adding export competition. Logistics: Military disruptions in Ukraine and inland transport constraints in Russia continue to pressure margins and flows. Sentiment: Overall Black Sea wheat market tone remains…