Author: Viktoriia Ray
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Vegetable Oil Prices Rally: Sunflower & Soybean Surge
Broad rally in vegetable oils: Sunflower, soybean, rapeseed and palm oils all moved higher, led by US CBOT soybean oil, signaling robust global demand and tighter supply expectations. Softness in meal markets: Soybean meal prices weakened in Brazil, the US and EU while rapeseed meal in the EU edged higher, pointing to comfortable protein supply…
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Ukraine Corn Exports Hold Top Spot in 2025
Corn holds 2nd place in Ukrainian agricultural export revenue for 2025, unchanged from 2024. EU market share declines after the reinstatement of quotas and import duties on Ukrainian farm goods. Soybeans move up to 4th place in export rankings, displacing rapeseed from the top five. Export diversification accelerates as Ukraine seeks alternative buyers beyond the…
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Russian Wheat Imports to Brazil Jump in January
Trade Resumption: Brazil imported $10.9 million of Russian wheat in January 2025, sharply up from $1.1 million in December 2024. Supplier Rankings: Argentina led Brazil’s wheat imports at $70.9 million, with Uruguay, Paraguay, and Russia also supplying. Market Signal: The tenfold monthly increase in Russian wheat flows is neutral to slightly bullish for Black Sea…
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Russian Grain Exports Up 6% in January 2026
Export Growth: Russian grain and grain product exports rose 6% year-on-year in January 2026 to 4.5 million tons. Wheat Momentum: Wheat shipments increased 18% to 2.8 million tons, reinforcing Russia’s dominant role in global wheat trade. Oilseed Strength: Soybean exports doubled to 128,400 tons, with soybean cake up 69% to 71,400 tons, signaling diversification beyond…
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Ukrainian Rapeseed Prices Jump on Oil & Biofuel Boost
Bullish: Ukrainian rapeseed prices surged to USD 550/t CPT-port and UAH 24,000-24,700/t CPT-enterprise, supported by stronger global oil markets and positive US biofuel developments. Bullish: Export and border prices aligned at USD 545-550/t DAP-western border, indicating balanced demand across logistics routes and firm support for Ukrainian exporters. Risk: Weather-related threats to Ukraine’s winter rapeseed crops…
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Russian Grain Exports Stay Duty-Free; Central Regions Surge
Neutral to Slightly Bearish: Zero export duties on Russian wheat, barley, and corn preserved for a fourth week support abundant supply and cap upside for global import prices. Supportive for Russian Exports: Strong 2025 export growth from Central Black Sea regions (over $1.8 billion aggregate) underscores resilient production and logistics capacity. Regional Outperformance: Tambov’s 30%…
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Argentina Sunflower Oil Exports Double in January
Sunflower oil exports surge: Argentina doubled sunflower oil exports to around 100,000 tonnes in January year-on-year, supported by rising processing capacity. Soybean products weaken: Soybean oil exports declined to 460,000-480,000 tonnes, down from 562,000 tonnes in December and 502,000 tonnes a year earlier. Meal and seed exports grow: Sunflower meal shipments increased to 150,000-160,000 tonnes,…
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Ukraine Sunflower Acreage Set to Surge in 2026
Bullish: Ukraine may expand sunflower seed acreage by 5–20% in 2026 on high prices and improved soil moisture, signaling potential production recovery. Bullish: Kabardino-Balkaria’s sunflower harvest rose 1.6x year-on-year, driven by both area expansion and higher yields, underscoring strong regional yield potential. Bearish: Ukraine’s 2025 sunflower harvest fell to about 10 million tons from 16…
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Russian Soybean Exports Surge — Russia Becomes Net Exporter
Russia turns net soybean exporter: Record 2025 crop of 8.96–9.5 million tonnes flipped the trade balance as imports plunged and exports outpaced incoming volumes. Domestic processing expands: Soybean oil output rose 7.4% to 1.18 million tonnes and meal production grew 8.8% to 5.07 million tonnes on stronger local supply. Import demand collapses: Russian soybean imports fell 50–66% year-on-year…
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Ukrainian Corn Exports Dominate in Slow February
Slower Export Pace: Ukraine’s total grain exports for 2025/26 MY are down 27% year-on-year at 19.38 million tons as of February 6. Corn-Dominated Flows: Corn made up 98% of February shipments at 463,000 tons, while wheat exports nearly stopped at just 6,000 tons. Seasonal Weakness: February grain exports of 473,000 tons are 38% lower than…