Author: Viktoriia Ray
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Russian Grain Exports: Duties Stay at Zero, Rail Delays
Russian wheat, barley, and corn export duties remain at zero through February 10, sustaining Russia’s competitive pricing in global grain markets despite marginal price upticks. Railway derailment on the Gorky Railway introduces short-term logistical constraints, while Saratov Region’s export growth and expanded market reach add ongoing pressure to Black Sea basis levels. Russian Grain Export…
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Ukrainian Rapeseed Prices Jump on European Demand
Bullish: Ukrainian rapeseed export prices rose by USD 3–5/ton on firmer European markets and stronger processing demand. Bullish: Domestic CPT-enterprise prices climbed to UAH 24,000–24,400/ton as crushers increased procurement activity. Bullish: Weather-related risks to winter rapeseed crops could tighten 2026 supply and keep prices supported. Market Update Ukrainian rapeseed markets strengthened last week across export…
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Top Russian Sunflower Seeds Rail Shippers H2 2025
Leader Identified: Aston food products and food ingredients – Povolzhye LLC was the top domestic rail shipper of sunflower seeds in Russia for July–December 2025. Elevator Dominance: Elevator and grain handling companies make up most of the top 20 shippers, underscoring strong inland processing and distribution capacity. Logistics Signals: Concentrated rail flows hint at active…
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EU Wheat Export Forecast Slashed by Argentine Competition
Bearish EU exports: European Commission cuts 2025/26 soft wheat export forecast by 1.5 million tonnes to 29.5 million tonnes amid stronger Argentine competition, lifting projected EU ending stocks. Supportive for Black Sea flows: Novorossiysk wheat loadings in January 2026 rise 9.8% year-on-year, underscoring steady Black Sea export presence despite a month-on-month slowdown. Stable production outlook:…
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Black Sea Sunflower Oil Prices Rise as Rivals Weaken
Bearish flour market: Russian wheat flour prices fell 3–8% year-on-year in December, led by an 8% drop in second-grade flour amid ample wheat supply and softer demand. Bullish sunflower oil: Black Sea sunflower oil strengthened to $1,305/t FOB, bucking declines in rival vegetable oils and signaling firm regional demand and tighter supply. Mixed protein complex:…
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Russian Oilseed Exports Surge 36% in Early 2025/26
Export Growth: Russian oilseed exports reached 1.5 million tons in September–December 2025, up 36% year-on-year. Flaxseed Strength: Flaxseed led the complex at 670,000 tons (+39%), with China and Belarus as key outlets. Diversified Demand: Sunflower oil shipments hit 1.44 million tons, driven by India, Turkey, and Belarus. Freight Tailwind: Higher flows support sustained demand and…
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Kernel Wins Renewable Energy Cert for Sunflower Oil
Operational milestone: Kernel’s Poltava plant now produces all bottled sunflower oil using energy generated exclusively from sunflower husks. Verified sustainability: Bureau Veritas certified the facility’s 100% renewable energy operations in 2025, with the label now displayed on “Shchedryi Dar” and “Stozhar” brands. Solid production base: First-half FY2026 bottled sunflower oil output reached about 40,000 tons…
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Kazakhstan Durum Wheat Exports Plunge 54% — Outlook
Bearish: Kazakhstan’s durum wheat exports dropped 54% year-on-year to 46,100 tons in September–December 2025, with Italian demand collapsing 85%. Neutral: Turkey has become the leading buyer with 21,600 tons, partially offsetting losses in traditional EU markets. Neutral to Bearish: Export recovery hinges on transport subsidies from January 2026 to support the Grain Union’s 300,000-ton full-year…
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Russian Grain Export Duties Stay at Zero (Feb 3-10)
Zero export duty extended: Russia will maintain zero export duties on wheat, barley, and corn for February 3–10, 2026, preserving competitiveness in global markets. Indicative prices edge higher: Wheat, barley, and corn indicative prices all posted small week-on-week gains, signaling modest demand strength. Neutral to slightly bullish tone: Continued duty-free exports support steady Black Sea…
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Ukrainian Rail Grain Exports Shift to Hungary
Neutral to Slightly Bearish for Ukrainian logistics: Grain rail flows are increasingly concentrated on the Hungarian corridor, while volumes through Slovakia, Poland, and Romania decline, reducing route diversification. Neutral for Russian freight and fertilizer: Stable export volumes from Rostov Oblast and sustained global leadership in fertilizer exports underline Russia’s continued freight capacity, but highlight buyer…