Author: Viktoriia Ray
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Russian Wheat Export Duties Stay at Zero Through Feb 24
Zero export duties extended: Russia will keep export duties on wheat, barley, and corn at zero rubles per tonne through February 24, sustaining its competitive edge in global grain markets. Indicative prices inch higher: Wheat rose to $228/tonne, barley to $231.4/tonne, and corn to $198.6/tonne, reflecting steady external demand without sharp volatility. Stable base prices:…
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Black Sea Grain Market Update: Prices & Exports
Bullish: Limited farmer selling in Russia and Ukraine is supporting Black Sea wheat and corn prices despite sluggish export demand. Bearish: Competitive offers from EU and Argentine origins are capping upside for Black Sea grain and sunflower oil in key MENA tenders. Bullish: Ongoing congestion and draft restrictions at some Black Sea ports are tightening…
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Kazakhstan Livestock Consolidation to Boost Exports
Livestock output rising: Sector gross output reached 3.8 trillion tenge by end-2025, up from 3.3 trillion in 2024 and now accounts for 39% of total agricultural output. Consolidation push: Industry leaders are advancing a market consolidation framework to improve pricing transparency and secure export supplies. Policy support: Government plans include preferential lending at 5–6% and…
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Corn Market Update: Data Needed for Accurate Report
Neutral: Insufficient market data was available in the source material to support a reliable bullish or bearish view. Data Gap: The referenced publication included only structural elements (e.g., table of contents) without concrete figures on prices, volumes, or market drivers. Requirement: A meaningful update requires actual market content such as price levels, changes, volumes, tenders,…
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Russian Cucumber Prices Surge: FAS Investigates Gap
Bullish: Retail cucumber prices in Russia surged 111.1% over three months to 300.1 rubles/kg despite falling wholesale prices, widening retail margins. Bearish: Federal Antimonopoly Service investigation into greenhouse producers and potential import expansion could pressure retail prices and producer margins. Structural: Seasonal winter greenhouse costs and a policy focus on domestic self-sufficiency are driving short-term…
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Russian Wheat Exports: Egypt Triples Purchases
Neutral for wheat: Resurs Group’s wheat exports held steady at 1 million tonnes, with Egypt tripling purchases, indicating firm demand but no clear supply squeeze. Slightly bearish for oilseeds: A 10% drop in sunflower oil exports and pricing pressure in oilseed markets suggest softer fundamentals despite ongoing regional demand. Supportive for Black Sea grain flows:…
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Russian Wheat Export Outlook: Duty Zero, Bigger Harvest
Neutral to Bearish: Zero export duty on Russian wheat, barley, and corn extended for a sixth week keeps Black Sea export offers competitive in the near term. Supportive Supply: IKAR raises Russia’s 2026/27 wheat harvest forecast to 91 million tons, lifting export potential to 47.5 million tons. Structural Headwind: Russian wheat acreage slid to 26.9…
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Ukrainian Poultry Exports: Moldova Agrees Talks
Trade disruption: Moldova’s temporary suspension of Ukrainian poultry imports has created immediate supply chain friction for Ukrainian exporters. Market importance: Moldova imported 18,400 tons of Ukrainian chicken worth $32.7 million in 2025, underscoring its role as a key regional buyer. Mitigation efforts: Both sides agreed to tighten inspection controls and improve laboratory testing transparency to…
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Tunisia Feed Barley Tender Secures 50,000t at $276-278
Demand Signal: Tunisia’s ODC booked 50,000 tonnes of feed barley via an international tender, reinforcing steady North African demand. Price Benchmark: C&F price range of $276.90–$278.16 per tonne sets a fresh reference level for Near East feed barley imports. Supplier Split: Bunge and Louis Dreyfus Company each secured 25,000-tonne parcels, highlighting competitive global supplier interest.…
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Ukrainian Feed Corn Prices Rise on Tight Supply
Prices Rising: Ukrainian feed corn gained UAH 100-200/t week-on-week, trading mostly at UAH 8,900-9,500/t CPT, with southern regions up to UAH 10,200/t CPT. Strong Demand vs. Tight Supply: Domestic processors and export traders are competing for limited farmer offerings as producers hold back stocks, expecting further price gains. Bullish Market Tone: Export-driven demand, logistical advantages…