Author: Viktoriia Ray
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Ukrainian Rail Grain Transportation Falls 27% in 2025
Bearish: Ukrainian rail grain transportation fell 27.3% in 2025 to 28.856 million tons amid weaker prices and logistical bottlenecks. Bearish: Export rail shipments declined 25.3% to 25.481 million tons, while domestic grain transport collapsed 42.9% to 3.024 million tons. Bearish: Seaports handled 92% of grain exports, highlighting concentrated infrastructure risk for Black Sea logistics. Neutral…
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Russian Sunflower Oil Exports to Reclaim Top Spot in 2025/26
Russia to reclaim leadership: Russian sunflower oil exports are forecast at 4.8 million tons in 2025/26, overtaking Ukraine’s projected 4.2 million tons. Shift in export balance: The move reverses 2024/25 dynamics when Ukraine led with 4.7 million tons versus Russia’s 4.2 million tons (USDA). India anchors demand: India remains the dominant buyer of Black Sea…
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South Korea Soybean Meal: MFG Buys 120,000t from COFCO
Volume: South Korea’s Major Feedmill Group (MFG) secured 120,000 tons of soybean meal from COFCO in two equal 60,000-ton cargoes. Pricing Benchmark: April delivery priced at $376.91/t C&F and May delivery at $373.71/t C&F set a reference for Q2 2025 Asian soybean meal values. Origin: Supply is expected from established exporters in the United States,…
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Thailand corn imports hit by new certification rules
Thailand tightens corn import rules: From January 1, feed corn imports must be certified as originating from non-residue-burning production. Imports already down sharply: Corn imports fell 27.59% to 1.46 million tonnes in January–November 2025, led by Myanmar at 82% of volume. Regional flows at risk: New environmental compliance could further restrict Southeast Asian corn shipments…
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USDA Grain Inventory Report: Markets Brace for Impact
Wheat & corn supported: U.S. export commitments are running well ahead of last year, tightening global exportable supplies and providing a neutral to slightly bullish backdrop for Black Sea wheat and corn values. Soybeans lagging: U.S. soybean exports are only 64% of USDA targets versus an 82% average pace, keeping oilseed sentiment more cautious despite…
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Kazakhstan Corn Processing Gets $5.6M Boost in Almaty
Investment Focus: AsiaAgroFood secures 2.5 billion tenge (~$5.6M) state funding to expand deep corn processing capacity in Almaty Region. Sector Support: Part of a broader 4 billion tenge 2026 government program to strengthen Kazakhstan’s agro-industrial complex. Value Addition: Emphasis on high-value corn products and water‑saving technologies could tighten regional feed corn availability over time. Timeline…
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Ukrzaliznytsia Grain Cars Cut to 800 by 2026
Structural capacity cut: Ukrzaliznytsia’s CTL branch plans to reduce its active grain car fleet to around 800 units by end-2026, tightening rail logistics for agricultural exports. Selective repairs: Only grain cars backed by confirmed long-term commitments will be repaired in 2025, limiting availability for spot or short-term shippers. Contractual imperative: Agricultural exporters are being pushed…
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Ukrainian Corn Prices Surge Amid Tight Farmer Supply
Ukrainian feed corn prices have risen by UAH 100-400/ton since early January, reaching UAH 8,300-9,900/ton CPT as of January 9. Southern Ukraine is leading the market with the highest corn premiums due to limited farmer selling and strong trader demand. Supportive export market dynamics are reinforcing the bullish trend and sustaining upward price pressure. Farmer…
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China Soybean Oil Exports Surge to 2nd-Largest Exporter
Neutral to Slightly Bearish for Black Sea: China’s growing role as a soybean oil exporter increases competition in key Asian markets traditionally supplied by Black Sea origins. Supportive for Palm Oil: Strong growth in Chinese palm oil imports signals sustained demand for cheaper vegetable oil alternatives over premium Black Sea oils. Moderately Supportive for Sunflower…
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India Soybean Sustainability Program Scales Four-Fold
Program scale-up: ADM and Bayer will expand their soybean sustainability program in India to 100,000 farmers and 200,000 hectares over the next three years. Four-fold farmer growth: Farmer participation is set to increase four-fold from 25,000 since the program’s 2022 launch. Near six-fold area expansion: Cultivation area will grow from 35,000 to 200,000 hectares across…