Author: Viktoriia Ray
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Global Rapeseed Meal Production Hits Record 2025/26
Record Output: Global rapeseed and canola meal production is projected at an all-time high of 47.3 million tonnes in 2025/26, up 1.8 million tonnes year-on-year and well above the 5-year average. EU Demand Strength: EU-27 rapeseed meal consumption climbs to 7.8 million tonnes in Oct–Mar 2025/26 (+0.9 million tonnes YoY), underpinned by stronger domestic supply…
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Ukrainian Soybean Exports Drop 18% Amid Port Disruptions
Bullish: Tight Ukrainian soybean availability and localized supply constraints supported a USD 3-5/t price increase to USD 439-450/t CPT port. Bearish: An 18% decline in April export shipments and strong competition from South American soybeans are limiting demand and upside price potential. Logistics Risk: Ongoing disruptions to Ukrainian port infrastructure from Russian shelling continue to…
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Ukrainian Agricultural Truck Exports Fall 14% in April
Bearish: Ukrainian agricultural truck exports fell 14.4% in April to 285,300 tonnes, signaling softer land-based export activity versus March. Structural: Flows remain heavily concentrated on Polish and Romanian corridors, underlining their role as the main westward export channels. Value-added focus: Processed products such as sunflower oil, poultry, and ethyl alcohol continue to dominate truck freight,…
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Ukrainian Sunflower Seed Prices Surge on Tight Supply
Bullish: Ukrainian sunflower seed prices rose to UAH 32,500-33,300/ton CPT on tightening domestic supply and intensified buyer competition. Bullish: Shrinking raw material availability is forcing crushers to bid more aggressively, potentially supporting global vegetable oil prices. Bullish: Price gains of roughly 4–5% week-on-week may pressure sunflower oil and meal export margins, especially from Black Sea…
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Indian Wheat Exports Return After Four-Year Hiatus
India resumes wheat exports after four years, with ITC loading 22,000 tonnes at Kandla port for the UAE at around $275/tonne FOB. Indian wheat is at least $20/tonne more expensive than Black Sea and Australian wheat on a delivered basis, restricting demand to buyers with urgent short-term needs. Black Sea wheat remains competitively priced at…
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Russian Grain Export Duties Remain Zero Through May 13
Zero export duties sustained: Russia keeps wheat, barley, and corn export duties at zero for a third consecutive week from May 6–13, supporting competitive Black Sea offers. Stable wheat, firmer corn: Wheat indicative prices are essentially flat, while corn edges higher, signaling steady to slightly improving demand for Russian grain. Supportive for exports: Duty-free conditions…
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KSG Agro Sunflower Sowing Starts Despite Wet Winter
Operational update: KSG Agro has completed spring barley planting on 700 hectares and launched sunflower sowing across a planned 5,900 hectares. Weather challenges: Prolonged winter and excessive soil moisture delayed fieldwork, compressing the sowing window and increasing operational intensity. Yield outlook: High soil moisture reserves are expected to support sunflower yield potential during the summer…
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Kazakhstan barley exports shift to Central Asia
Bearish: Sharp reduction in Kazakh barley exports to Iran (-44% YoY) and China (-36% YoY) weakens demand from key price-sensitive buyers. Neutral: Higher Central Asian demand (notably Uzbekistan, Tajikistan, Kyrgyzstan) partially offsets lost volumes, limiting downside but not removing pressure. Watchpoint: Possible competitive pressure on Black Sea barley FOB quotes if Kazakhstan continues diverting volumes…
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Ukrainian Rail Grain Volumes Dip 1.1% in April
Ukrzaliznytsia transported 2.87 million tons of grain in April, down 1.1% from March, indicating only a marginal softening in rail demand. Export grain flows slipped 1.7% to 2.571 million tons, with 92% moving via Black Sea ports and just 8% through western border crossings. Average daily loading eased to 87,500 tons, a 1.3% decline month-on-month,…
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Russian Soybean Meal Exports Jump 91% in Q1 2026
Export Surge: Russian soybean meal exports jumped 91% year-on-year in Q1 2026 to 230,000 tonnes, the second-highest Q1 on record. Regional Demand: CIS markets absorbed 68% of volumes, led by Uzbekistan (70,000 tonnes) and Belarus (50,000 tonnes), while Turkey and China saw multi-fold growth. Capacity Expansion: Increased crushing capacity and shifts from sunflower/rapeseed to soy…