Author: Viktoriia Ray
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Black Sea Sunflower Oil Drops to Record Low
Bearish: Sunflower oil FOB Black Sea fell $30.00/t to a record low of $1,260.00/t, while meal markets across soy, sunflower, and rapeseed weakened to weekly lows. Bullish: Soybean oil and tropical oils strengthened across key benchmarks, with US CBOT soybean oil and sunflower oil CIF Mumbai setting new highs, supporting crush margins for oil-focused processors.…
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Crimea Grain Exports Rise by 150,000 Tons in 2026
Export Growth: Crimea targets an additional 150,000 tons of grain exports in 2026, driven by a new barley allocation alongside existing wheat shipments. Stable Wheat Flows: The region retains a 400,000-ton wheat quota for 2025, indicating steady year-over-year export volumes. Oilseed Diversification: Authorities are seeking 25,000 tons of oilseed export capacity (rapeseed and sunflower), which…
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Pea Protein Concentrate Threatens Russian Soybean Demand
Bearish Black Sea soybeans: Enzyme-based pea protein shows potential to displace soybean meal in Russian poultry feed, pressuring regional soybean demand and pricing. Efficiency gains: Pea protein concentrate delivered 12% higher chicken weight with 6% lower feed consumption versus soybean-based diets in field trials. Cost advantage: Ability to process lower-grade peas and lower raw material…
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US Corn Acreage 2026: USDA Forecast & Market Impact
Corn acreage cut: USDA projects U.S. corn plantings to fall 4.8 million acres to 94 million in 2026, from an 89-year high in 2025. Soybean expansion: Soybean area is forecast to rise 3.8 million acres to 85 million, driven by strong domestic renewable fuel demand. Near-record crops: Corn and soybean harvests are projected at 15.755…
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Black Sea Wheat Undercuts Rivals in Egypt — Prices Rally
U.S. wheat futures rallied with March CBOT soft red winter wheat up 2.29% to $205.58/ton on February 19, 2026. USDA projects 2026 U.S. wheat plantings at 45 million acres, with production estimated at 1.86 billion bushels and yields at 50.8 bushels/acre. Global wheat stocks tightened slightly to 282 million tonnes, still 19 million tonnes above…
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Russian Food Producer Prices Stable in Jan 2026
Stabilization: Russian food producer prices were flat month-on-month in January 2026 after a 1.5% decline in December 2025. Moderate Inflation: Annual food producer prices rose 3.4% versus January 2025, indicating contained cost pressures. Beverage Outperformance: Beverage producer prices increased 2.4% m/m and 11.7% y/y, significantly outpacing overall food price growth. Market Impact: Price stability is…
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Russian Grain Exports Face Growing Headwinds
Bearish freight outlook: Russian grain exports are running 13% behind last year, with the 20 million tonne export quota likely to be undershot by about 3 million tonnes, creating excess carryover stocks and softer demand for Black Sea freight. Rising domestic stocks: Grain inventories at agricultural enterprises rose 21.5% year-on-year to 28.26 million tonnes in January, signaling slower…
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VNIIMK Oilseed Varieties: Stavropol 2025 Portfolio
VNIIMK confirmed Surus and Klip as the leading sunflower hybrids for 2025 plantings in Stavropol Krai, supporting continuity in regional sunflower output. New winter rapeseed hybrid Debut joins established varieties Elvis and Selegor, signaling gradual but controlled diversification in rapeseed genetics. FLIZ and VNIIMK 620 FN lead oilseed flax volumes, while Vilana Beta, Vita, and…
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India Soybean Meal Exports Plunge 54% — Market Impact
Bullish: Russia’s 30% year-over-year soybean harvest increase to 9 million tonnes and its new status as a net soybean exporter boost regional availability of soy and meal, supporting more competitive Black Sea export offers. Bearish: India’s 54% decline in soybean meal exports and higher meal prices tighten near-term supply for key importers, but may accelerate…
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Indian Soybean Meal Exports Plunge 54% — Market Impact
India soybean meal exports fell 54% YoY in January 2026 to 132,000 tonnes, as higher domestic prices and slower processing curbed overseas sales. Indian soy and rapeseed meal prices have risen sharply since December 2025, tightening export competitiveness and pressuring shipment volumes. Russia became a net soybean exporter in 2025, shipping around 750,000 tonnes on…