Author: Viktoriia Ray
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Kazakhstan Grain Processing Boom: 2M Tons, Major Investors
Kazakhstan is launching deep grain processing projects totaling 2 million tons of annual capacity for wheat and corn. DALIAN HESHENG GROUP is building a 1 million ton wheat processing facility; FUFENG GROUP is constructing a 1 million ton corn plant. State support via investment contracts and guarantees is attracting international processors and signaling long-term policy…
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Ukrainian Corn Prices Rise on Strong Demand, Tight Supply
Bullish: Ukrainian feed corn prices climbed on strong domestic and export demand amid limited active supply. Bullish: Domestic bids strengthened to UAH 8,600-10,000/t CPT, while port quotes rose to USD 205-212/t CPT-port. Bullish: Small-tonnage seller offers and reluctance to release larger volumes suggest expectations for further price gains. Bullish: Export market dynamics are reinforcing domestic…
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Kazakhstan Durum Wheat Targets European Pasta Market
EU durum wheat production is set to decline due to reduced planting area and high fertilizer costs, opening space for Kazakhstani exporters. Global durum ending stocks are forecast to surge 21% in 2025/26 MY, led by a 202% y/y jump in Canadian stocks, pressuring prices. Black Sea producers (Russia, Kazakhstan, Turkey) saw 10–20% production declines…
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Ukraine Grain Exports Plunge 28% YoY
Exports down 28% YoY: Ukraine shipped 18.941 million tons of grain as of February 2, 2025/26 MY, versus 26.449 million tons a year earlier. Wheat and corn hit hard: Wheat exports fell 23% to 8.488 million tons, while corn dropped 31% to 8.815 million tons year-on-year. February pace collapsing: Only 34 thousand tons shipped in…
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Russian Wheat Prices Jump to $231/MT – Two-Month High
Bullish: Russian 12.5% protein wheat FOB prices for February delivery climbed to $231/MT, a two-month high, signaling firm international demand. Bearish: Rusagrotrans slightly downgraded January export expectations to 2.7 million tons, pointing to logistical constraints or slower shipment pace. Mixed: Domestic prices are largely stable to weaker, especially in the Volga region, supporting export competitiveness…
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Russian Sunflower Oil Prices Drop 8% YoY
Neutral to Bearish: Refined sunflower oil producer prices declined 8% year-on-year to RUB 99,784/ton in December 2025, signaling margin pressure for producers. Regulatory Risk: Russia’s FAS launched a markup investigation across the vegetable oil retail sector, increasing potential regulatory and profitability pressures. Export Competitiveness: Softer domestic prices could improve Black Sea sunflower oil export competitiveness,…
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Russian Fuel Exports: Policy Change & Farm Impact
Policy shift: Russia lifted the gasoline export ban for producers from January 31 but imposed new export bans on traders to stabilize the domestic market. Seasonal risk: Analysts expect potential reintroduction of broader export restrictions in spring as fuel demand rises ahead of the sowing season. Cost pressure: Retail fuel prices are expected to climb…
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Bryansk Winter Rapeseed 2026: 90,000 ha Under Snow
Bullish: Higher-yielding winter rapeseed expansion in Bryansk could lift Russia’s overall 2026 rapeseed output and export availability. Bearish: Larger sown area and mostly satisfactory crop conditions may pressure regional rapeseed prices if winterkill remains limited. Structural: Climate change and improved winter-hardy genetics are pushing rapeseed cultivation northward, diversifying Black Sea supply. Agronomic: Winter rapeseed’s 50%…
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Ukrainian sunflower seed prices slide as farmers sell
Ukrainian sunflower seed prices declined to UAH 28,800–29,200/t CPT amid aggressive farmer selling and stock accumulation at crushers. Premium-quality seeds with higher oil content still attracted up to UAH 30,000–30,500/t CPT, highlighting selective processor demand. Weak January crushing due to infrastructure attacks and power shortages curtailed sunflower oil and meal exports, reinforcing a bearish tone.…
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Russian Wheat Intervention Prices Cut for 2026/27
Policy Shift: Russia proposes lower wheat intervention price thresholds for 2026/27, signaling expectations of ample supply and less downside price support for producers. Grain Mix Divergence: Rye intervention prices are set to rise while barley remains unchanged, highlighting differing supply-demand dynamics across grains. Market Impact: Lower wheat thresholds are neutral to slightly bearish for Russian…