Author: Viktoriia Ray
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Soybean Oil Exports Fall as Buyers Shift to Palm
Shift to palm oil: Major importers in South Asia, including India, Pakistan, and Bangladesh, are replacing soybean oil with cheaper palm oil alternatives. Pakistan demand collapse: Pakistan’s soybean oil imports fell 84% year-on-year to just 28,000 tonnes in October–January 2025/26. EU demand support: Ukraine increased soybean oil shipments to the European Union to 169,000 tonnes…
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Ukraine Corn Harvest Resumes in Sumy — AGROTRADE
AGROTRADE Group has resumed corn harvesting in Ukraine’s Sumy region after weather-related delays. About 1,200 hectares remain to be harvested in cluster 3, roughly 10% of the company’s total corn area. Operations are taking place in challenging conditions just 20 km from the Russian border. Market impact is assessed as neutral to slightly bearish due…
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Russian Wheat Prices Plunge 14.7% in Dec 2025
Bearish wheat complex: Russian wheat producer prices dropped 14.7% year-on-year in December 2025 to 12,098 rubles/ton, signaling margin pressure for farmers. Feed grains under pressure: Corn, barley, and oats all declined, reinforcing a broadly weak pricing environment across major cereals. Specialty grains diverge: Millet, buckwheat, and rye recorded notable gains, highlighting distinct supply-demand drivers versus…
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Ukraine Agricultural Exports Drop 9% in 2025
Exports Down but Still Dominant: Ukraine’s agricultural exports fell 9% to $22.71 billion in 2025 but still accounted for 56% of total exports. Shift to Value-Added Goods: Processed agricultural products grew to about 20% of total agri exports, signaling a move toward higher-margin, value-added trade. Imports Rising: Agricultural imports rose 13% to $9.12 billion, pushing total agri…
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Ukrainian Sunflower Seed Prices Rise as Crush Demand Soars
Bullish: Ukrainian sunflower seed prices rose to UAH 29,000–29,800/t CPT on tight farmer supply and strong crusher demand driven by firm export oil values. Bullish: Healthy crush margins and a UAH 1,400–1,700/t premium for high-oil seeds signal persistent competition among processors for limited stocks. Bullish: Farmer selling has resumed but remains insufficient to cover crushers’…
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Brazil soybean harvest projected at 178M tons
Higher Brazilian output: Soybean harvest projected at 178 million tons in 2025/26, up 6.5 million tons year-on-year, boosting global supply. Expanded acreage: Additional 1.5 million hectares of soybean plantings offset lower average productivity. Mato Grosso progress: Harvest 47% complete with yields in line with optimistic expectations. Corn decline: Brazil’s corn harvest seen slightly lower at 138.4 million tons, down…
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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,…