Author: Viktoriia Ray

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Bullish: Strong gains in soybean complex and rapeseed products, with CBOT soybeans, soybean meal, and rapeseed oil/meal printing weekly highs on firm crush and feed demand. Bearish: Sunflower oil FOB Black Sea and palm oil FOB Malaysia slid to weekly lows, signaling weaker export sentiment and competitive pressure in the vegetable oil space. Mixed: Diverging…

Russian Grain Export Quota 2026: 20M Tons Allocated

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in Freight

Neutral: Russia set a 20 million ton grain export quota for February–June 2026 across 213 companies, maintaining overall export control while slightly consolidating the exporter base. Bullish (Logistics): Agidel port’s return to service in 2025 adds 90,000 tons of inland export capacity to Egypt and Iran, modestly diversifying routes beyond traditional Black Sea terminals. Bearish (Export…

Canadian Canola Crush Hits Record, Threatens Ukrainian Meal

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in Rapeseeds

Key Takeaways Record Crush: Canadian canola processing hit 1.08 million tonnes in December, up 6% month-on-month and the second-highest monthly volume on record. Seasonal High: August–December 2025 crush reached 5.1 million tonnes, surpassing 4.9 million tonnes a year earlier. Efficiency Gains: Canola oil extraction rate improved to 42.3%, slightly above the 42.1% average in August–December…

Ukrainian Corn Prices Surge on Export Demand

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in Corn

Ukrainian Corn Prices Surge on Strong Export Demand and Farmer Holdbacks Key Takeaways Port prices higher: Feed corn bids rose USD 2-4/tonne in Odessa and USD 2-3/tonne in Danube ports in early February. Stronger demand: Robust importer interest and competitive corn export economics versus other crops are supporting prices. Farmer holdbacks: Restricted farmer selling and…

Kazakhstan Winter Wheat Freeze: Early Crop Damage Report

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in Wheat

Kazakhstan Winter Wheat Freeze Damage Update Localized damage: Kazhydromet reports 2–9% winter wheat losses in parts of Zhambyl and West Kazakhstan as of January 20. Worst-hit districts: Shu and Kordai in Zhambyl show 7–9% damage; Baiterek in West Kazakhstan reports 8% losses. Stable core regions: Turkestan and Zhetisu regions report good crop conditions with no…

Indonesia Palm Oil Exports Cut: Global Market Impact

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in Freight

Export Shift: Indonesia plans to curb crude palm oil exports to prioritize domestic biofuel (B40/B50) and aviation fuel production. Investment Push: Government targets $36.86 billion in palm oil processing investments despite stagnant output over the past five years. Tighter Global Supply: Rising domestic use may reduce export availability, supporting global vegetable oil prices. Black Sea…

Astara Dry Port Grain Terminal Expansion by AGT CARGO

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in Freight

AGT CARGO plans to build a new grain terminal at the Astara dry port to expand capacity beyond the current 500,000 tons per year. The company set a historic record by processing around 180,000 tons of grain via Georgia’s Poti port on the Trans-Caucasian route in 2025. AGT CARGO is exploring containerized grain shipments from…

Russian Rapeseed Oil Exports Surge 37% in 2025

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in Rapeseeds

Exports surge: Russian rapeseed oil exports rose 37% y/y to 1.58 million tons in 2025, with revenues jumping 54% to over $1.6 billion. China-driven demand: China took 1.4 million tons (90% of exports), 6.5x its 2019 volume, cementing its role as the key price driver. Diversification efforts: Iran tripled imports to become the second-largest buyer,…

EU Sunflower Seed Processing Falls to Nine-Year Low

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in Sunflower Seeds

Bearish for Black Sea sunflower seeds: EU sunflower seed processing fell to 7.4 million tonnes in 2025 (from 9 million in 2024), a nine-year low that weakens demand for Ukrainian and other Black Sea origins. Capacity shift to rapeseed: Refineries in the Netherlands, France, and Bulgaria are reallocating crushing capacity to rapeseed as sunflower processing margins deteriorate.…

Algeria Barley Tender: 200,000t Bought at $260/MT

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