Author: Viktoriia Ray
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Black Sea Wheat Market: No Update Available
Neutral: No credible price indications or trade flows can be derived today due to a complete lack of substantive Black Sea wheat market data in the source. Cautious: Market participants should avoid relying on this update for pricing or risk decisions until verifiable quotes or news are provided. Market Overview No actionable Black Sea wheat…
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Sunflower Seeds Acreage Rises 3.7% in 2025 — Dnipro Agro
Acreage Expansion: Sunflower seeds planting area increased by 3.7% (+468.9 ha) to approximately 13,122 ha for the 2025 season. Yield Dynamics: 2024 sunflower yields in the Dnipropetrovsk cluster fell by 8 centners/ha year-on-year due to adverse weather, but still outperformed the regional average. High-Oleic Focus: High-oleic sunflower seeds accounted for about 3,000 tons (~20% of…
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Argentina Soybean Crushing Falls to 11-Month Low
Soybean crush slowdown: Argentina’s soybean crushing fell to 2.72 million tonnes in January, an 11‑month low and 6.5% below last year, tightening global soy oil and meal availability. Tight soy oil stocks: Soybean oil inventories slid to 180,000 tonnes, 26% below a year ago, signaling potential supply constraints for vegetable oil markets. Shift to sunflower: Sunflower seed…
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Ukrainian Wheat Prices Stabilize in Low $210s
Prices Stabilize: Ukrainian milling wheat prices held steady at USD 213-219/t CPT (Greater Odessa) and USD 211-218/t CPT (Danube) as of February 26 after the prior week’s rally. Supportive Fundamentals: Low domestic grain availability and solid buyer demand are underpinning current price levels. Global Headwinds: Strong international competition and abundant global wheat supply are limiting…
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Ukraine Grain Car Rental Rates Rise 5% in March
Grain car rates up 5%: Ukrzaliznytsia will raise grain car rental to UAH 2,100/day from March 1, tightening margins for grain exporters. Food tank cars up 12%: Tank car rates for food products jump to UAH 1,400/day, signaling stronger demand or reduced fleet availability. Targeted relief in other segments: Flour car rates drop 42% and…
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SovEcon Cuts Russian Wheat Exports Forecast
Russian wheat exports trimmed: 2025/26 MY wheat export forecast cut by 0.3 MMT to 45.4 MMT as EU origins gain competitiveness. Grain exports overall steady: Total Russian grain exports for 2025/26 seen at 55.1 MMT, up 0.1 MMT vs. January on stronger barley and corn. Coarse grains offset wheat weakness: Barley and corn export forecasts…
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Uzbekistan Flour Exports Surge 42% in 2025
Export Surge: Uzbekistan’s wheat flour exports jumped 42.3% year-on-year to 1.6 million tons worth $441.7 million in 2025. Import Decline: Flour imports fell 10.3% to 422.6 thousand tons, signaling rising domestic milling capacity and import substitution. Regional Tensions: Kazakh millers report increased competition as Uzbek processors use Kazakh wheat for flour re-exports. Freight Impact: Expanded…
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Algeria Secures 600k Tons: Black Sea Wheat Dominates
Volume Secured: Algeria’s OAIC bought about 600,000 tons of milling wheat in its February 25 tender. Price Level: Purchase prices ranged between $259 and $260 per ton C&F. Origin Shift: Black Sea suppliers (Ukraine, Romania, Bulgaria) dominated, while Argentine wheat was largely absent. Delivery Window: Shipments set for April 16–May 31, 2026 for European/Black Sea…
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Brazil Soybean Exports to Bangladesh Open New Feed Route
Brazil-Bangladesh route opened: Cofco International completed its first-ever 40,000-ton soybean shipment from Brazil to Bangladesh. Feed demand support: Meghna Group of Industries will use the soybeans for animal feed targeting both domestic and export markets. Competitive pressure: Brazil’s market diversification into South Asia adds competitive headwinds for Black Sea oilseed and meal suppliers in secondary…
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Ukrainian Corn Prices Rise as Export Demand Revives
Prices Firming: Feed corn values at Ukrainian ports edged higher on recovering export demand and disciplined farmer selling. Port Bids: Greater Odessa bids reached USD 207–214/t CPT, with Danube ports at USD 206–212/t CPT as of February 25. Hryvnia Gains: Domestic prices rose by UAH 100–150/t, pushing CPT Odessa levels to UAH 10,000–10,600/t. Sentiment: Market…