Author: Viktoriia Ray
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Ukrainian Wheat Exports Rebound Amid Asian Demand
Asian demand recovery: Ukrainian wheat exports are rebounding as Asian importers resume active purchasing for new season supplies. US output decline: US wheat production is forecast to fall from 54 million tons to 42 million tons amid deteriorating crop conditions and moisture deficits. Weather risks in EU: Emerging moisture shortages in France are increasing concerns…
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Ukrainian Wheat Bran Export Prices Plunge
Bearish price action: Granulated wheat bran prices at Ukrainian ports declined steadily through two ten-day periods in May. Demand shock in Turkey: Turkish buying collapsed amid Q1 oversaturation and higher domestic bran output. Export pressure: Reduced appetite in key markets is weighing on Ukrainian export prices and volumes. Strategic challenge: Exporters may need to find…
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Algeria wheat tender: 200k tons at $284-$292 C&F
Volume: Algeria’s OAIC purchased about 200,000 tons of milling wheat in its May 20 tender. Pricing: Purchase prices ranged between $284 and $292 per ton on a C&F basis, with origin left flexible. Logistics: Discharge is limited to Mostaganem and/or Tenes, with delivery set for July–September 2024. Shipment Timing: Wheat from South America or Australia…
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Sunflower Oil Exports: Argentina Surges, Ukraine Falls
Ukraine Loses Share: Ukraine’s sunflower oil market share fell from 40% to 33% in Q1 2026 despite export volumes rebounding to 442,000 tons in April. Argentina Surges: Argentina’s share of global sunflower oil trade doubled to 16%, supported by record production and 208,000 tons exported in March. Trade Volumes Rise: Combined Q1 2026 exports from…
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Soybean Oil Exports Fall 13% Amid US Supply Disruption
Global exports down 13%: Soybean oil shipments from five major exporters totaled 5.55 mln tons in Oct–Apr 2025/26, 13% below last year, driven largely by a sharp drop in US volumes. US supply disruption: US April exports collapsed to 20,000 tons from 159,000 tons a year earlier, pulling overall global trade lower despite robust Argentine…
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Germany Wheat Forecast 2026: Harvest Upward Revision
Slightly Bullish EU Wheat: Lower German wheat output year-on-year may offer modest support to European wheat prices. Bearish Black Sea Wheat: Any EU deficit could redirect demand toward competitive Black Sea feed wheat origins. Neutral to Slightly Bearish Oilseeds: Higher German rapeseed output may pressure regional oilseed and meal markets. Weather-Driven Upside Revision: Recent favorable…
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Russian Grain Exports to Turkey Surge 54% in Q1
Russian ag exports to Turkey jumped 54% y/y in Q1 to $1.1 billion, driven by grains and vegetable oils. Wheat exports surged 4.3x to $400 million, while corn rose 6.5x to $88 million and barley 16x to $56 million. Secondary products like beet pulp, molasses, beef, and rice also posted strong growth, highlighting broad-based demand.…
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Ukrainian corn export prices rise amid tight supply
Bullish: Ukrainian feed corn export prices rose USD 2-4/t on the week amid tight domestic supply and strong import demand. Bullish: Buyers are competing for limited volumes at Greater Odessa and Danube ports, reinforcing sellers’ pricing power. Bullish: Supportive global corn and wheat fundamentals are adding upside momentum and limiting downside risk. Ukrainian Corn Export…
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Ukraine Freight Wagons: Shift to Condition-Based Lifespan
The European Business Association (EBA) proposes shifting Ukraine’s freight wagon regulation from fixed service life limits to technical condition-based assessments. Aligning with EU and US practices could lower rail logistics costs and support more efficient use of existing wagon fleets. Potential cost reductions are particularly relevant for Black Sea grain export routes, marginally improving exporter…
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Russian Vegetable Oil Exports to North Africa Surge 54%
Export Surge: Russian soybean and rapeseed oil exports to North Africa reached 0.22 million tons in Sept 2025–Apr 2026, a 54% year-on-year increase. Market Re-entry: Russia returned to Tunisia with a fivefold jump in rapeseed oil volumes and resumed soybean oil supplies after a multi-season gap. Capacity Utilization: Eight-month exports nearly matched the entire previous…