Author: Viktoriia Ray
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Ukrainian Corn Prices Surge on Strong Demand
Price Gains: Ukrainian feed corn prices rose by UAH 100–200/t week-on-week as of May 1, reflecting strong market momentum. Regional Premiums: National prices range from UAH 9,400–10,200/t CPT, with the southern region reaching up to UAH 11,100/t CPT. Supportive Fundamentals: Robust domestic and export demand, combined with limited farmer selling, are tightening supply and supporting…
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Ukraine Fertilizer Duties Abolition Could Lower Farm Costs
Policy Push: AAR is lobbying to abolish import duties on mineral fertilizers amid sharply rising input costs for Ukrainian farmers. Tax Relief Delays: Implementation of a 50% fuel excise tax reduction for agricultural producers, adopted in 2024, remains stalled as of April 2026. Competitiveness Risk: Ongoing delays keep Ukrainian producers at a cost disadvantage versus…
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China Barley Market: Key Insights from GuGe99 2026
Conference Focus: GuGe99 2026 on May 12, 2026, in Nantong will examine rapidly changing barley and sorghum markets in China. Risk & Strategy: Experts will address new risk factors, policy signals, and adaptation strategies for producers and traders. China Demand Signal: Neutral to moderately bullish implications for global barley, especially for Black Sea exporters targeting…
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Ukrainian Rapeseed Prices Rally Above €500/t
Euronext Breaks €500/t: Rapeseed futures consolidated above €500/t, signaling strong bullish momentum. Upside Target €540–550/t: Analysts see prices potentially rising a further 8–10% during May–July. Energy Market Support: Higher crude oil prices amid Middle East tensions are lifting the broader oilseed complex. Spot Favored Over Forwards: In a rising market, analysts caution against aggressive forward…
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Russian Wheat Exports Surge as SovEcon Raises Forecasts
Bullish: SovEcon raised Russian wheat export forecasts to 47.4 MT in 2025/26 and 45.2 MT in 2026/27 amid strong demand from Egypt and Turkey. Bullish: March wheat exports reached 4.7 MT, near the record 4.8 MT, highlighting tight global supply and inelastic demand. Bullish: Elevated energy and fertilizer costs and low importer inventories support a…
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Ukraine Agricultural Exports Surge into Value-Added Goods
Export-driven: Agriculture generated $6.3 billion in Q1 2026, accounting for 62% of Ukraine’s total exports, with the EU and MENA as core destinations. Turkey growth: Turkey’s share of Ukrainian agricultural exports rose to 12%, led by an 18% increase in corn volumes and 17% revenue growth. Value-added shift: Oilseed processing is accelerating, with rapeseed oil exports surging…
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EU Soybean Imports Drop 10% in 2025/26 — Market Outlook
Soybeans Bearish: EU soybean imports are down 10% to 10.54 million tonnes, pressuring demand for US and Brazilian exporters. Rapeseed Bearish: Rapeseed imports plunged 29% to 4.12 million tonnes, despite Ukraine remaining the top supplier. Sunflower Bullish: Sunflower seed imports jumped 46% to 758,000 tonnes, with strong flows from Moldova and Argentina. Meal Mixed: Soybean…
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Ukrainian Corn Export Prices Edge Up Amid Tight Supply
Ukrainian feed corn prices rose by USD 1-2/t week-on-week, reaching USD 218-226/t CPT in Greater Odesa and USD 216-223/t CPT in Danube ports as of April 30. Price growth slowed as buyers resisted further premiums to protect margins despite firm demand. Farmer selling remains tight, with producers holding out for maximum prices amid supportive international…
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Kazakh Feed Meal Exports Surge After China Opens Trade
Policy shift: China now allows Kazakh traders (not only producers) to export feed meal, expanding commercial participation in the cross-border trade. Export momentum: Kazakhstan shipped 2,154.3 thousand tons of feed meal in the first seven months of 2024/25 MY, already 97% of last season’s volume, with March 2025/26 flows holding steady month-on-month. Capacity pipeline: 46…
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Taiwan Buys US Corn: 65,000 Tons Secured
Asian demand support: Taiwan’s MFIG booked 65,000 tons of US feed corn for July–August delivery, underscoring steady regional demand. US competitiveness: The $218.43/bushel C&F purchase from CJ International highlights US corn’s strong pricing in the Pacific basin. Limited Black Sea impact: The deal is broadly neutral for Black Sea exporters, who remain focused on MENA…