Author: Viktoriia Ray
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Black Sea Port Restrictions Hit Grain Shipping
Access Restrictions: From January 2026, vessels with fewer than 10 interim port calls between Ukrainian and Russian ports are blocked from Russian Black Sea terminals. Inspection Costs: Underwater hull checks for ships using Romanian anchorages near Sulina are lengthening wait times and increasing freight disbursement costs. Regional Disparity: Black Sea enforcement is significantly stricter than…
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Indonesia Bulog Corn: 500,000t Distribution Plan for 2026
Indonesia Corn Market Update: Bulog Expands SPHP Program Massive program scale-up: Bulog plans to distribute 500,000 tonnes of corn in 2026 under the SPHP scheme, a tenfold increase from 2025’s 51,200 tonnes. Domestic procurement drive: Up to 1 million tonnes of corn will be purchased from local producers to strengthen Indonesia’s strategic reserves. Feed price…
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Kazakhstan Wheat Exports Surge to Japan and Saudi Markets
Kazakhstan expands value-added wheat exports: First wheat gluten shipment to Japan and new market entry into Saudi Arabia support long-term demand for processed wheat products. Mixed global wheat futures: CBOT March wheat eased 0.49% while MATIF milling wheat was unchanged, signaling broadly adequate global supply. Black Sea exports steady but uneven: Russian wheat shipments remained…
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Ukrainian Corn Prices Rise on Strong Demand
Bullish: Ukrainian feed corn bid prices at ports increased by 2–3 USD/t as buyer interest outpaced available grain supply and currency moves added upward pressure. Bearish: War-related logistics constraints, subdued export activity, and strong competition from other global suppliers are capping further price gains. Ukrainian Corn Market Update Ukrainian feed corn export prices strengthened modestly…
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Turkey Wheat Imports Surge After 2025 Drought
Bullish: Turkey’s wheat import requirement doubling to 7.3 million tonnes in 2025/26 boosts demand for Black Sea exporters, especially Russia and Ukraine. Bearish: A 41% drop in Turkish flour exports and policy-driven constraints erode Turkey’s regional flour competitiveness, opening space for rival suppliers. Bullish: Russia’s pivot to overseas processing facilities supports long-term value-added export growth…
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Russian Rapeseed Exports Surge on China Demand
Bearish Romanian rapeseed: 2026 yield outlook cut back to long-term average despite record area, as warm-wet conditions followed by snow heighten disease risks and uneven plant development. Supportive EU prices: Potential Romanian yield losses could tighten regional rapeseed supply and underpin EU rapeseed values. Mixed Russian outlook: Strong 2025 production and surging Chinese demand are…
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Russian Fuel Exchange Reform Could Cut Farm Diesel Costs
Policy Focus: Russia is preparing mandatory exchange standards for small-scale wholesale fuel sales to let farms, gas stations, and industrial buyers access diesel and gasoline directly from producers. Cost Pressure: Early January 2026 diesel and gasoline price increases highlight persistent fuel cost pressure for agricultural and industrial consumers. Potential Relief: Cutting trader markups via direct…
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Russia-China Agricultural Trade Hits $1B Monthly Record
Record Export Value: Russia’s agricultural exports to China surpassed $1 billion in December 2025 for the first time, on volumes of 1.3 million tons. Oilseeds in Focus: Rapeseed oil led shipments at $215 million, with strong flows in seafood and flaxseed reinforcing diversified demand. Logistics Digitization: Continental Farmers Group launched an ERP-based carrier portal to…
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Russian Rapeseed Oil Exports Surge to $1B
Bullish: Russia’s December 2025 ag exports to China hit a record $1+ billion, led by $215 million in rapeseed oil, with 2025 production and export volumes forecast to jump 20% and 29.7% year-on-year. Bearish: China’s tariff cut on Canadian canola from 84% to 15% and resumption of imports pushed Zhengzhou rapeseed meal futures down 2.4%,…

