Author: Viktoriia Ray
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Russian Rapeseed Export Quota Expanded – 18,800t Added
Russia extends Trans-Baikal sunflower seed and rapeseed export quotas to August 31, 2026, preserving preferential access to Asian buyers. Rapeseed export capacity from the region nearly triples to 28,251 tonnes, leveraging record national rapeseed output. Strong duty differential (6.5% vs. 30%) guarantees full quota utilization and supports competitive pricing versus other Black Sea origins. Market…
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Jordan Wheat Tender: COFCO Wins 60,000t at $261/ton
Competitive pricing: Jordan secured 60,000 tons of milling wheat at $261.25/ton C&F, the lowest bid among four global traders. Partial volume awarded: Only half of the planned 120,000-ton tender was purchased, signaling cautious demand. Benchmark for April: The winning price sets a reference level for regional wheat valuations for April 2026 shipment. Neutral to slightly…
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Palm Oil Exports Drop – Price Competitiveness Rises
Exports Softening: Malaysian palm oil exports fell 9.7% year-over-year in 2025 to 15.26 million tonnes amid weaker demand from key buyers including India, China, the EU, and Turkey. Price Competitiveness: Palm oil now trades at a steep discount of $250/tonne to sunflower oil and $100/tonne to soybean oil, enhancing its appeal in price-sensitive markets. Short-Term…
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Australian Canola Production Surges, Pressures Rapeseed
Bearish supply shock: Australian canola output reached 7.65 million tonnes in 2025/26, 420,000 tonnes (5.8%) above ABARES’ December forecast, adding unexpected supply to global markets. Record Western Australian crop: Western Australia’s all‑time high production significantly boosts raw material availability for canola meal processors. Weak EU demand: EU rapeseed import demand has fallen 43%, sharply reducing…
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US Soybean Exports Rise as China Buys 12 MMT
Bullish US–China trade: China completed 12 MMT of US soybean purchases and is expected to buy 25 MMT annually through 2028, supporting US export demand. Bearish Brazil & Black Sea: Brazilian exports to China are projected to fall 10 MMT YoY to 77 MMT, increasing price competition and pressure on alternative origins, including Black Sea…
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Black Sea Wheat Prices Rise as Supply Tightens
Black Sea wheat prices firmed: Russian 12.5% protein wheat rose to $227.50/ton FOB and Ukrainian 11.5% to $227/ton on strong demand and constrained supply. Export flows pressured by weather: Russian January exports are still projected at 2.8–3.0 MMT, but port disruptions have forced analysts to trim earlier forecasts. Domestic Russian prices supported by cheaper freight:…
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Chornomorsk Port Concession Draws 40+ Bidders
Chornomorsk port appeal: Over 40 international bidders signal strong interest in Ukraine’s largest wartime port PPP, with pre-qualification due by March 4, 2025. Capacity boost: Concession plan targets 250,000 TEU containers and 3 million tons of bulk cargo within three years, supporting over 1,000 jobs and around $1 billion in budget revenues. Russian dairy resilience:…
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Uzbekistan Vegetable Oil Production Jumps 29% in 2025
Production Surge: Large Uzbek enterprises produced 185,100 tons of refined vegetable oil in Jan–Nov 2025, a 29.2% year-on-year increase. Capacity Expansion: The sector now includes 85 large oil and fat processing facilities, underscoring sustained industrial growth. Demand Shift: Domestic consumption is set to rise, with consumers increasingly favoring non-traditional vegetable oil varieties. Trade Impact: Neutral…
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Soybean Market Outlook: Russia, EU & Brazil Update
Neutral to Bearish: Expanding Russian soybean meal production and higher domestic absorption support local supply but add to regional pricing pressure. Bearish: A 14% drop in EU-27 soybean imports and Ukraine’s shrinking market share intensify competition for limited demand. Bearish: Brazil’s record harvest, rising crushing, and a 241% surge in ending stocks point to heavier…
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Ukrainian Feed Barley Prices Rise on Tight Supply
Domestic prices higher: Ukrainian feed barley bids rose to UAH 9,000-10,200/t CPT on tightening seasonal supply. Port values supported: Export terminal prices settled at USD 208-223/t CPT-port amid firm demand from domestic consumers and traders. Corn competition: Cheaper corn limited fresh barley buying as feed mills and poultry producers favored lower-cost alternatives. Neutral to marginally…