Author: Viktoriia Ray
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Russian Rapeseed Harvest 2025 Hits Record 5.57M Tons
Record Output: Russia’s 2025 rapeseed harvest hit a record 5.57 million tons, up 19.6% year-on-year on the back of larger sown area and higher yields. Siberian Strength: Siberian regions led growth, with the top five producers contributing 38.7% of total output and Altai Krai production jumping nearly 49%. Price Impact: The supply surge is Neutral…
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Argentina Sunflower Seed Exports Surge to 860,000t
Export surge: Argentina shipped 63,000 tonnes of sunflower seed in December 2025, with most volumes headed to Black Sea destinations. Rising quarterly flows: Exports are projected at 400,000 tonnes in Q1 2026 and 290,000 tonnes in Q2 2026, maintaining strong shipment momentum. Competitive pressure: Total MY 2025/26 exports are forecast at 860,000 tonnes, a neutral…
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Turkish Feed Barley Tender: 210,000t Secured
Strong demand: Turkey’s TMO booked the full 210,000 tons of feed barley, underscoring firm import needs ahead of late-winter consumption. Competitive pricing: CFR values below $261/ton highlight ample Black Sea supply and restrained upside in near-term barley prices. Logistics pressure: A tight Jan 26–Feb 24 shipment window may temporarily strain Black Sea–Mediterranean freight and support…
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Indonesia Corn Production Up 6.44% in 2025
Production growth: Indonesia’s 2025 corn output rose 6.44% year-on-year to 16.11 million tonnes, supported by expanded acreage. Acreage expansion: Harvested area increased 6.73% to 2.72 million hectares, underpinning the production gains. Short-term outlook: December 2025–February 2026 production is forecast at 4.22 million tonnes, up 0.71% from the prior year. Trade impact: The increase is neutral…
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Bashselkhoztekhnika Privatization Relisted
Privatization Relaunch: Bashkortostan has re-listed 100% of Bashselkhoztekhnika LLC with a starting price of 738.914 million rubles after a failed December 2025 auction. Sector Focus: The company operates in agricultural machinery wholesale, grain cultivation, and crop services, with 30,600 sqm of industrial and service facilities. Investor Sentiment: The first failed auction highlights weak demand for…
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Black Sea Logistics: Ports Hit 95% Despite Attacks
Bullish: Ukrainian seaports moved 44.2 million tons of agricultural products in 2025, achieving over 95% of planned cargo turnover despite heavy security disruptions. Bearish: Ukrainian road exports collapsed 65% month-on-month in January 2025, signaling acute strain on alternative land corridors and higher inland logistics risk. Bullish: Container shipping via Ukrainian ports rose 66% year-on-year to…
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Kazakhstan Vegetable Oil Exports to Surge
Capacity Expansion: Kapshagai Bidai Onimderi has reached 1 million tons annual processing capacity for flour, vegetable oil, and animal feed after a 12 billion tenge modernization, with plans to double output. Export-Oriented Growth: 98% of production is exported, primarily to China and Southeast Asia, with 110,000 tons shipped in the last six weeks, boosting Almaty…
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Russian Soybean Processing Boost: Belogorsk Plant 2027
Structural Expansion: Russia advances a 35.3 billion ruble soybean and rapeseed processing hub in Amur Region, targeting 1 million tons of annual capacity by Q1 2027. Export Orientation: The Belogorsk complex will enhance value-added exports of soybean meal and oil from the Far Eastern Federal District into Asian markets. Demand Signal: South Korea’s FLC buys…
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Turkey Feed Barley Tender: 210,000 Tons Secured
Turkey secures 210,000 tons of feed barley at its January 15 tender, confirming solid demand in the $259.50–$269/ton range. Staggered deliveries through late February to seven ports help TMO manage inventories ahead of the spring feeding season. Iskenderun, Adana, and Mersin ports receive the bulk of volumes, signaling strong regional consumption and logistics focus. Neutral…
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Russian Wheat Exports Rise in January; Saudi Tender
Russian exports: January 2025 wheat exports projected at 2.8–3.0 million tons, up 12–20% year-on-year. Saudi demand: GFSA issues a 595,000-ton milling wheat tender (12.5% protein, any origin) closing January 16. Shift in buyers: Turkey and Iran sharply increase Russian wheat imports after domestic crop shortfalls. Competitive pressure: Bangladesh reduces Russian purchases amid stronger competition from…