Author: Viktoriia Ray

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Slightly Bearish: Brazil trims its January 2026 corn export forecast to 3.39 million tons, but still keeps shipment volumes well above last year, reinforcing global supply. Neutral to Slightly Bearish for Black Sea Corn: A firm full-year 2026 export projection of 44 million tons from Brazil adds competitive pressure on Black Sea origins in key…

Ukrainian Feed Wheat Prices Rise on Strong Demand

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in Wheat

Ukrainian feed wheat: Prices rose UAH 100-200/t week-on-week to UAH 8,600-9,900/t CPT on stronger trader demand and support from corn. U.S. wheat futures: Chicago contracts gained 6.6% in January, their largest monthly rise in two years, on dollar weakness and earlier frost concerns. Russian exports: First 47,700 t wheat shipment to Cameroon expands Russia’s African…

Russian Wool Exchange Proposed to Boost Processing

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in Prices

Policy focus: Russia plans to launch wool exchange trading to create transparent, indicative pricing and consolidate purchasing. Underutilized capacity: Of 43,000 tons of wool produced annually, less than 10% is processed domestically, with the rest exported or wasted. Growth target: Authorities aim to increase wool production by 25% by 2030 through better logistics and aggregator…

German Meal Exports Fall 11% — Market Pressure Rises

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Bearish EU meals: German soybean meal exports fell 11% and rapeseed meal 22% y/y (Jul–Nov 2025), signaling weaker crush or demand across key EU buyers. Structurally supportive Black Sea values: Russia aims to cut grain’s share in ag exports from 36.9% to 25% by 2030, gradually prioritizing higher-value processed products over bulk grain. Neutral for…

Black Sea Wheat Gains as Kazakhstan-Ethiopia Deal Looms

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in Wheat

Kazakhstan–Ethiopia corridor: Ongoing talks position Kazakhstan as a strategic wheat and fertilizer supplier into Ethiopia and broader East Africa. U.S. futures firmer: Chicago SRW wheat closed at $198.96/MT (+1.03%), with HRW and HRS also higher on January 29, 2026. Black Sea price edge: Russian and Ukrainian wheat at $223–227 FOB remains $5–6/MT below key European…

Black Sea Sunflower Oil Prices Hit New Low

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in Prices

Bearish: Sunflower oil FOB Black Sea fell $35.00/t to $1,210.00/t, hitting a new minimum and signaling pressure from weak demand or ample supply. Bullish: Rapeseed meal FOB EU jumped $30.30/t to $293.24/t, while palm oil and Asian soybean products hit new highs on tight regional supply and firm demand. Mixed: Soybean complex showed regional divergence,…

Russian Fertilizer Capacity Surges, Ust-Luga Boosts Exports

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Feed flows at risk: 15,000 tons of Kazakh feed meal detained at China’s Altynkol-Khorgos checkpoint over new <1.2mm particle size rules, highlighting rising technical barriers to trade. Surging Russian capacity: Russia has lifted mineral fertilizer production capacity by 23% since 2022, while European output capacity has contracted by 9% overall. Export infrastructure boost: The Port…

Ukrainian Sunflower Meal Exports Drop to Multi-Year Low

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in Sunflower Seeds

Neutral to Bearish: Ukrainian sunflower meal exports fell 16% year-on-year to ~1 million tonnes in Sep–Dec 2025/26, among the weakest performances in 15 seasons. Bearish EU demand: Shipments to the EU plunged to 237,000 tonnes as Ukraine’s market share collapsed from 63% to 23%, with Argentina gaining a dominant 64% share on stronger price competitiveness.…

Poland Agricultural Import Controls Threaten Exports

Jan 29, 2026

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Policy shift: Poland is pushing for stricter EU-level border checks and monitoring of agricultural imports from third countries to address competitive imbalances. Farmer support: Proposed monthly import monitoring and a compensation fund could trigger support or tighter measures when imports pressure domestic markets. Supply shock in Ukraine: Oilseed output on irrigated lands fell 98% after…

Russian Vegetable Oil Exports Surge to UAE

Jan 29, 2026

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