Author: Viktoriia Ray
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Ukrainian Agribusiness Financing: UAH 2.8B in Jan
UAH 2.8 billion in new loans: Ukrainian SMEs secured 559 state-guaranteed portfolio loans in January 2026, supporting working capital and investment needs. UAH 79.3 billion outstanding: A total of 20,711 active loans are now being serviced under the portfolio guarantee program across 28 banks. 56% of guarantee capacity used: Principal liabilities of UAH 34 billion…
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Russian Wheat Exports Up 10% but Growth Slows
Moderating wheat growth: Russian wheat exports for February 1–20 rose 10.6% year-on-year to 1.66 million tons, but momentum has slowed sharply from nearly 50% growth in early February. Quota and geopolitics constrain flows: The export quota effective February 15 and ongoing geopolitical constraints are capping export growth and limiting upside for shipments. Mixed grains picture:…
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Kyrgyz Rail Freight Discounts 2026 – 29-35% Cuts
Policy Duration: Kyrgyz Railways will apply substantial freight discounts from February 1 through December 31, 2026, under Order No. 38 of the Ministry of Transport and Communications. 29% Short-Haul Discount: All export, import, and domestic rail shipments over 1–30 km within Kyrgyzstan receive a 29% tariff reduction, regardless of rolling stock ownership or payment structure.…
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EU Wheat Exports Surge 10% as Romania Leads
EU wheat exports up 10%: Shipments reached 15.38 mln t in 2025/26 MY as of Feb 22, supported by strong Romanian and French exports. Romania leads EU shipments: Romania exported 4.93 mln t of wheat, ahead of France at 4.23 mln t, consolidating its Black Sea export role. Barley exports surge: EU barley exports jumped…
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Russian Grain Exports 13% Shortfall — Freight Risk
Russian exports lag 13%: Grain shipments are running notably behind last year despite a record harvest, pointing to weaker near-term export momentum. Quota under-fulfillment: The 20 million tonne export quota for 2025/26 is projected to reach only about 17 million tonnes, reflecting structural and logistical constraints. Global oversupply pressures freight: Global grain overproduction and softer…
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Ukrainian Wheat Prices Rise on Trader Demand
Wheat prices firming: Ukrainian wheat values moved higher on stronger trader demand and supportive export dynamics. Quality premium widening: Buyers are paying up for high-quality milling wheat, signaling tighter supplies of top-grade material. Stable processing activity: Processors maintain existing raw material volumes, limiting aggressive price moves from the industrial side. Clear grade differentiation: A consistent…
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Ukrainian agricultural exports to Poland Surge via Road
Polish border crossings handled roughly half of Ukraine’s February road-based agricultural exports, averaging 4,000–5,300 tons per day. Road freight is dominated by processed and value-added products such as poultry, oilseeds, meals, and food products, with bulk grain flows remaining minimal. Romania has emerged as the second-largest corridor via the Porubne–Siret crossing, while Hungarian routes remain…
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Kazakhstan Sunflower Oil Exports to China Soar
Export acceleration: Kazakhstani sunflower oil exports to China jumped 56% year-on-year to 81,500 tonnes in the first four months of 2025/26 MY. Meal breakout: Sunflower meal shipments to China surged 3.9-fold to a record 69,700 tonnes over the same period. Long-term potential: With China’s oil and fat market at ~18 million tonnes annually, Kazakhstan’s current…
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Argentine Sunflower Seed Imports Pressure Bulgarian Market
Bearish near term: Rapid influx of Argentine sunflower seeds equal to roughly one-sixth to one-seventh of Bulgaria’s annual output is creating immediate oversupply and price pressure. Inventory overhang: Around 600,000 tons of Bulgarian sunflower seeds remain in storage, intensifying competition with cheaper imports. Regulatory risk: Industry demands strict testing of imports for residues from EU-banned…
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Ukrainian Feed Corn Prices Rise on Tight Supply
Domestic strength: Ukrainian feed corn prices rose to UAH 9,000–10,300/t CPT on tight farmer selling and strong demand from traders and local consumers. Export weakness: Port prices slipped by USD 3–4/t to USD 207–214/t CPT-port, signaling softer international demand and limiting further domestic gains. Market Update Ukraine’s feed corn market extended its upward trend last…
