Author: Viktoriia Ray
-
US corn returns to Bangladesh after 8 years
First U.S. corn cargo since 2018: A 57,855-tonne shipment arrived in Chittagong on January 7, signaling renewed U.S. price competitiveness in Bangladesh. Import growth: Bangladesh’s 2025–26 corn imports are forecast at 1.5 million tonnes, up 6% year-over-year, driven largely by expanding poultry feed demand. Brazil’s dominance challenged: Brazil currently holds a 93% share of Bangladesh’s…
-
Russian Wheat Exports Plunge 17.6% – Market Impact
Bearish: Russian grain exports declined 17.6% year-on-year to 33.9 million tons in July–December 2025, with wheat shipments down 14% and the number of export destinations shrinking from 69 to 49. Bearish: Active exporting companies dropped to 97 from 235, and key ports such as Novorossiysk and Rostov-on-Don recorded lower throughput, signaling weaker freight demand. Neutral-to-bullish:…
-
Ukrainian Vegetable Oil Exports Drop 10% as Rail Shifts
Logistics shift: Ukrainian vegetable oil rail exports fell 10% to 1.598 million tons in 2025, masking a major rerouting of flows. Ports gain share: Port-bound rail shipments surged 66% to 926,000 tons, now 58% of total rail-exported vegetable oils. Border routes weakened: Rail deliveries to border crossings plunged 44.8% to 672,000 tons, reversing 2024’s land-border…
-
Kazakhstan Sunflower Seed Prices Rise 2,000 Tenge
Sunflower seed prices rise: Kazakhstan sunflower seed prices increased by 2,000 tenge to 205,000 tenge per ton as of December 29. Flax also gains: Flax prices climbed by 1,000 tenge to 212,000 tenge per ton, while other oilseed prices remained stable. Producer guidance: Market research bureau advises selling oilseed crops based on current operational requirements.…
-
Tambov Soybean Harvest 2025: Record 750,000 Tons
Record Harvest: Tambov Region harvested 750,000 tons of soybeans in 2025, up 320,000 tons year-on-year. Yield Surge: Average yields rose 53% to 28.6 centners/ha from 18.7 centners/ha in 2024. National Standing: Region ranks second in Russia for largest soybean yield increase and remains a top national producer. Price Impact: Neutral to bearish implications for Black…
-
Ukrainian Wheat Prices Ease on Logistical Strain
Domestic prices eased: Ukrainian feed and second-grade wheat prices weakened in early January amid subdued local demand and infrastructure disruptions. Export prices resilient: Port-based feed wheat prices firmed slightly, while milling wheat values remained stable, reflecting continued international interest. Logistics under pressure: Ongoing power outages and shelling of port infrastructure constrained operations and reduced trader…
-
Sunflower Oil Black Sea Rally — Prices Hit Record High
Bullish: Global vegetable oils rallied, led by a record high in sunflower oil FOB Black Sea at $1,240/t and strong gains in palm and soybean oils. Bearish/Neutral: Soybean and rapeseed complexes showed weakness or mixed moves, with US soybeans, soybean meal, and MATIF rapeseed under pressure. Global Vegetable Oils Rally as Sunflower Oil FOB Black…
-
Ukrainian Grain Exports Fall 31% in January
Bullish: French Senalia terminal targets a 111% jump in 2025/26 grain exports to 3.8 million tons, driven by strong feed barley demand and expanded Middle East routes, including new sales to Iraq. Bearish: Ukrainian grain exports in 2024/25 are down 31% year-on-year to 16.376 million tons, with sharply lower January volumes, signaling ongoing logistical and production headwinds…
-
Ukraine Rapeseed Export Duty Extended – Deadline Feb 2026
Policy Extension: Ukraine prolonged the export duty exemption application deadline for rapeseed and soybean producers to February 1, 2026. Stricter Oversight: Monthly monitoring now compares export volumes with State Agricultural Registry data, targeting only actual producers. Revenue Allocation: Tariff proceeds will fund frontline agricultural regions, processing, greenhouses, horticulture, and war risk insurance. Market Impact: Neutral…
-
Altai Krai Sunflower Production Hits 1.61M Tons
Altai Krai market share: 1.61 million tons of sunflower seeds, around 10% of Russia’s 17 million ton output. Record harvest: Approximately 10 million tons of total grain and oilseed crops achieved in the region. Rising federal support: Rural development funding to Altai Krai increased from 3.17 billion rubles (2025) to 4.37 billion rubles (2026). Investment…