Author: Viktoriia Ray
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Taiwan Buys US Corn: 65,000 Tons Secured
Asian demand support: Taiwan’s MFIG booked 65,000 tons of US feed corn for July–August delivery, underscoring steady regional demand. US competitiveness: The $218.43/bushel C&F purchase from CJ International highlights US corn’s strong pricing in the Pacific basin. Limited Black Sea impact: The deal is broadly neutral for Black Sea exporters, who remain focused on MENA…
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Australian Wheat Production Forecast Falls 19% in 2026/27
Production Down: Australia’s 2026/27 wheat harvest is forecast at 29 million tonnes, a 19% year-on-year decline. Exports Tighten: Wheat exports are projected to fall to 23.5 million tonnes from 26 million tonnes, reducing global seaborne supply. Costs Rising: Diesel and nitrogen fertilizer prices have roughly doubled, pressuring farm margins and planted area. Weather Risk: El…
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Ukrzaliznytsia Grain Car Rental Rates Surge 964%
Grain logistics shock: Ukrzaliznytsia grain car rental rates surged 964% in May to UAH 26,600/day, sharply increasing export logistics costs. Mixed impact across car types: Food tank car rates declined 9.7%, while flour and gondola car rates remained unchanged, signaling targeted price moves rather than a broad-based hike. Bearish for Ukrainian grain exports: Higher rail…
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Kazakhstan wheat exports rise to 8M on Central Asia demand
Neutral–Bullish Demand: Kazakhstan raised its 2025/26 wheat export forecast to 8 million tons, with 75% already shipped and strong pull from Central Asian buyers. Regional Concentration: 76.3% of exports go to Central Asia, led by Uzbekistan at 59.5%, limiting wider Black Sea price impact but tightening regional supply later in the marketing year. Trade Reorientation:…
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Mykolaiv Port Unblocking Vital for Ukraine Exports
Maritime dependence: Around 90% of Ukrainian exports rely on seaborne logistics, underscoring the critical role of secure port access. Security & economy link: NIBULON CEO Andriy Vadatursky framed maritime security as a core pillar of Ukraine’s economic resilience. Mykolaiv bottleneck: Unblocking the Mykolaiv port hub is viewed as essential to restoring freight flows and maintaining…
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EU Wheat Exports Surge 6% — Impact on Black Sea
Wheat exports up 6%: EU wheat shipments reached 19.28 million tonnes, underscoring strong competitiveness in global markets. Barley shipments jump 80%: Barley exports surged to 7.95 million tonnes, highlighting robust demand for EU feed grains. Corn exports decline: EU corn shipments fell 23% to 1.5 million tonnes, potentially opening space for Black Sea exporters. Total grain exports +16%:…
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Rail-2-Sea Odesa: New Rail Link to Boost Grain Exports
Strategic integration: Ukraine has proposed extending the 3,600 km Rail-2-Sea corridor to the port of Odesa, linking its key Black Sea hub with Central European freight routes. Financing window: A dedicated funding channel for Ukrainian projects is expected within the Three Seas Investment Fund during Poland’s upcoming presidency. Freight impact: The project is neutral to…
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Argentina Sunflower Exports Surge as Supplies Tighten
Argentina surges exports: Sunflower seed shipments jumped to 846,000 tonnes in Sept–March 2025/26 from just 35,000 tonnes a year earlier. Oil and meal expansion: Sunflower oil exports rose 55% to 963,000 tonnes, while meal exports climbed 72% to a record 1.06 million tonnes. Export season outlook: Total sunflower complex exports are projected near 5 million…
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Kazakhstan Corn Processing: Kazstarch to Handle 150,000t
Neutral: 150,000 tons of new annual corn processing capacity supports stable domestic demand and offers new offtake options for Kazakh producers. Slightly Bearish: Planned expansion of corn cultivation in Shardara, Zhetisay, and Maktaaral could increase supply enough to cap regional price gains. Structural Shift: Greater focus on value-added corn products (starch, glucose, oil) may gradually…
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Russian Wheat Exports Hit 8-Year High in South Korea
Russian exports up: Wheat shipments to South Korea reached ~210,000 tonnes in 2025/26 MY (+14% YoY), the highest since 2017/18 MY and more than double the five-year average. Market share gains: Russia’s share in South Korean wheat imports climbed to 6.2% this season from 1.5% in 2023/24 MY, driven by feed wheat competitiveness. Demand flat:…