Author: Viktoriia Ray
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Russian Agricultural Cooperatives Shift to Cost-Cutting
Policy shift: Russia is redirecting agricultural cooperatives from marketing and processing toward cost reduction for small producers. Stable support: The government maintains 3.5 billion rubles annually for agricultural cooperatives in 2025–2026. Service focus: Cooperatives now emphasize shared accounting, equipment, technology access, and niche product development. Standardization: Unified production standards and packaging are becoming prerequisites for…
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Russian Oilseed Exports Get Boost from Istanbul Warehouse
Logistics Upgrade: Russia’s Export Center will open a temporary storage warehouse near Istanbul in February to streamline Black Sea agricultural exports, especially oilseeds. Strategic Market: Turkey imports around 912,000 tons of Russian sunflower oil annually and leads in sunflower meal purchases at an expected 783,000 tons. Value-Added Services: The facility offers competitive rates, Russian-speaking staff,…
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Ukrainian Sunflower Seed Prices Retreat from Peak
Prices retreat from peak: Ukrainian sunflower seed values eased from UAH 30,500/t to around UAH 28,800–29,600/t for medium lots as farmer selling increased. Large-lot premiums persist: Bulk purchases of 2,000–3,000 tons still achieve UAH 30,200–30,500/t (about $700/t) for 48–49% oil content, with higher prices for premium seed. Export demand emerging: Isolated export deals to Bulgaria…
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Russian Wheat Export Duties Stay at Zero
Russian wheat, barley, and corn export duties remain at zero through February 3, extending cost support for exporters. Indicative wheat prices eased to $226.3/ton, signaling softer demand despite policy support. Russian grain exports fell 17.6% y/y in July–December 2025, with the buyer base shrinking from 69 to 49 countries. Guinea’s interest in Russian wheat offers…
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Russian Sunflower Oil Exports Hold Lead in India
Bearish: India’s total sunflower oil imports fell 12% year-on-year to $3 billion amid softer vegetable oil prices. Bullish for Russia’s share: Despite a 28% revenue decline, Russia retained its position as India’s leading sunflower oil supplier. Competitive pressure: Argentina more than doubled sunflower oil exports to India to $697.8 million, tightening competition for Black Sea origins. Market…
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Ukrainian Feed Corn Prices Surge on Strong Demand
Bullish: Ukrainian feed corn prices climbed by 100–300 UAH/t over the past week, supported by strong domestic and export demand and limited farmer selling. Bullish: Southern region prices reached 10,000 UAH/t CPT, reflecting premiums linked to export corridor access and firm international corn markets. Bullish: Tight on-farm supplies and aligned domestic/export trends suggest upward price…
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Kazakhstan Lentil Exports Surge 5.3x — Top-5 Exporter
Bullish: Kazakhstan’s lentil exports surged 10.8x since 2021, solidifying its position as a top-5 global supplier and supporting strong export demand. Bullish: Record 2025 legume harvest of 1.1 million tons underpins continued growth in export volumes and freight activity. Bearish: Intensifying competition with established exporters like Canada and Australia may pressure margins and basis levels…
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Indian Soybean Meal Exports Plunge 37.5% on Price Pressure
Bearish exports: Indian soybean meal shipments fell 37.5% y/y in December 2025 to 173,000 tonnes amid weaker demand from key buyers. Uncompetitive pricing: Higher Indian prices versus US, Brazilian, and Argentine meal reduced price competitiveness in global markets. Regional shifts: UAE, Iran, Nepal, and Bangladesh remain core buyers but are trimming volumes and potentially diversifying…
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Ukraine Corn Harvest Nears 29M Tonnes — Export Outlook
Key Takeaways Corn harvest in Ukraine has reached 28.914 million tonnes (92% of forecast), with limited upside to final volumes. Weekly harvesting pace has slowed sharply, signaling the campaign is effectively in its final stage. Average corn yield stands at 71.7 centners/ha across 4.033 million ha, supporting stable export availability. Total grain and legume production…
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Australian Wheat Exports Surge: Global Price Pressure
Bearish wheat: Australia’s 37 MMT wheat crop (+34% vs 10-year average) and 27 MMT exports in 2025/26 add significant export competition. Bearish barley: Record 15.5 MMT barley crop and 8.6 MMT exports intensify pressure on Black Sea barley values in shared Asian and MENA markets. Global spreads at risk: Higher Australian availability could compress global…