Author: Viktoriia Ray
-
Russian Grain Exports Fall 33% on Logistics Crunch
Bearish: Russian grain exports fell 33% year-on-year in early January, with wheat, corn, and barley volumes all sharply lower. Bearish: Number of exporting companies dropped to a five-year low and active ports were nearly halved, exposing severe logistical and financial constraints. Neutral to Bearish: Russian wheat maintains a modest price discount to French and U.S.…
-
Kazakhstan Sunflower Oil Expansion Starts in 2026
Investment: Albaraka 077 LLP is building a sunflower oil plant in Turkestan region with an investment of 800 million tenge, targeting launch in Q1 2026. Capacity Backdrop: The project follows Kazakhstan’s record 2025 oilseed harvest of 4.8 million tons, including 2.3 million tons of sunflower seeds. Construction Status: Main production building is completed and equipment…
-
Vietnam Soybean Processing Doubles With $100M Expansion
Capacity boost: Vietnam Agribusiness has doubled its soybean processing capability to 7,800 tonnes per day with a $100 million second crushing line. Domestic coverage: The plant will supply around 2 million tonnes of soybean meal annually, covering roughly 30% of Vietnam’s feed protein demand. Trade flow impact: Expanded Vietnamese demand will likely favor South American…
-
European Wheat Yields Stagnant – Farm Management Bottleneck
Yields Plateaued: Northwestern European wheat yields have stagnated around 7 t/ha since the mid-1990s despite higher genetic and climate potential. Farm Management Bottleneck: Fertilization, plant protection, and tillage practices are the main constraints on yield growth, not climate or varietal limits. Climate a Net Positive: Climate change has contributed an additional 26–60 kg/ha per year…
-
Black Sea Port Restrictions Hit Grain Shipping
Access Restrictions: From January 2026, vessels with fewer than 10 interim port calls between Ukrainian and Russian ports are blocked from Russian Black Sea terminals. Inspection Costs: Underwater hull checks for ships using Romanian anchorages near Sulina are lengthening wait times and increasing freight disbursement costs. Regional Disparity: Black Sea enforcement is significantly stricter than…
-
Indonesia Bulog Corn: 500,000t Distribution Plan for 2026
Indonesia Corn Market Update: Bulog Expands SPHP Program Massive program scale-up: Bulog plans to distribute 500,000 tonnes of corn in 2026 under the SPHP scheme, a tenfold increase from 2025’s 51,200 tonnes. Domestic procurement drive: Up to 1 million tonnes of corn will be purchased from local producers to strengthen Indonesia’s strategic reserves. Feed price…
-
Kazakhstan Wheat Exports Surge to Japan and Saudi Markets
Kazakhstan expands value-added wheat exports: First wheat gluten shipment to Japan and new market entry into Saudi Arabia support long-term demand for processed wheat products. Mixed global wheat futures: CBOT March wheat eased 0.49% while MATIF milling wheat was unchanged, signaling broadly adequate global supply. Black Sea exports steady but uneven: Russian wheat shipments remained…
-
Ukrainian Corn Prices Rise on Strong Demand
Bullish: Ukrainian feed corn bid prices at ports increased by 2–3 USD/t as buyer interest outpaced available grain supply and currency moves added upward pressure. Bearish: War-related logistics constraints, subdued export activity, and strong competition from other global suppliers are capping further price gains. Ukrainian Corn Market Update Ukrainian feed corn export prices strengthened modestly…
-
Turkey Wheat Imports Surge After 2025 Drought
Bullish: Turkey’s wheat import requirement doubling to 7.3 million tonnes in 2025/26 boosts demand for Black Sea exporters, especially Russia and Ukraine. Bearish: A 41% drop in Turkish flour exports and policy-driven constraints erode Turkey’s regional flour competitiveness, opening space for rival suppliers. Bullish: Russia’s pivot to overseas processing facilities supports long-term value-added export growth…
-
Russian Rapeseed Exports Surge on China Demand
Bearish Romanian rapeseed: 2026 yield outlook cut back to long-term average despite record area, as warm-wet conditions followed by snow heighten disease risks and uneven plant development. Supportive EU prices: Potential Romanian yield losses could tighten regional rapeseed supply and underpin EU rapeseed values. Mixed Russian outlook: Strong 2025 production and surging Chinese demand are…