Author: Viktoriia Ray
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Black Sea Freight: Romania Port Buy & Russia Capacity Surge
Logistics consolidation: Romania’s full acquisition of Giurgiulesti Port and planned €24M+ investment aim to integrate the terminal into Danube–Black Sea freight corridors, improving export efficiency and regional capacity. Cost support for exporters: Zero Russian export duties on wheat, barley, and corn through January 27 keep Black Sea grain exports price-competitive despite slightly softer indicative prices.…
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Russian Rapeseed Oil Exports Surge 33% in 2025
Russian Rapeseed Oil Exports Surge 33% in 2025, China Dominates Purchases Export Growth: Russian rapeseed oil exports rose 33% year-on-year to 106,400 tons in 2025, up from 79,800 tons in 2024. China’s Dominance: China purchased 76,600 tons, accounting for 72% of total Russian rapeseed oil exports. Market Diversification: Exports reached 18 countries, with Tunisia and…
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Ukrainian Sunflower Seed Prices Spike UAH 1,000/t
Prices Jump: Ukrainian sunflower seed values rose by UAH 1,000/t to UAH 27,800-28,800/t CPT on stronger export demand and currency weakness. Export Support: Higher sunflower oil export prices and hryvnia depreciation versus the US dollar are underpinning the rally. Seller Rush: Producers accelerated sales to lock in margins, anticipating a possible near-term price correction. Risk…
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Soybean Oil Exports to Fall 400-500K Tonnes in Q1 2026
Export Decline: Global soybean oil exports from seven key suppliers are projected to fall by 0.4–0.5 million tonnes in Q1 2026 versus a year earlier. Argentina Weakness: Argentine Q1 2026 exports are forecast to drop to 1.3 million tonnes from 1.5 million tonnes amid slower processing ahead of the new harvest. China’s Export Surge: China…
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Russian Wheat Exports Rise as IGC Boosts Forecast
Russia Export Upgrade: IGC raised Russia’s 2025/26 wheat export forecast to 44.2 million tons, the first upward revision in five months, supported by a higher harvest estimate of 87.6 million tons. EU Export Downgrade: EU wheat export outlook was cut to 31.3 million tons, further widening Russia’s competitive advantage in global wheat markets. Saudi Buying…
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Black Sea Sunflower Oil Prices Fall $30/t
Bearish sunflower oil Black Sea: FOB Black Sea prices fell $30.00/t to $1,370.00/t, reversing recent gains and signaling potential supply pressure. Divergent soybean complex: FOB Brazil soybean oil dropped sharply, while US CBOT saw modest losses and EU prices hit records, creating regional arbitrage opportunities. Palm oil strength: Palm oil and palm kernel oil FOB…
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Voronezh Agricultural Exports Hold $600M Amid Oil Surge
Resilient export value: Agricultural exports held at $600 million in 2025, only slightly below the 2024 record, despite a sharp drop in grain volumes. Shift to value-added products: Oils and fats, led by sunflower oil (80% of the segment), grew 1.5x in value, offsetting the contraction in grain shipments. Concentrated demand profile: Turkey remains the…
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USDA Raises Soybean Oil Exports Forecast for 2025
US Exports Drive Upgrade: USDA raises 2025/26 global soybean oil export forecast to 13.69 million tons, entirely on stronger projected U.S. shipments. U.S. Export Surge: U.S. soybean oil export outlook lifted by 336,000 tons to 544,000 tons, signaling stronger U.S. presence in global trade. Stable Russian Role: Russia’s soybean oil export forecast remains unchanged at…
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Kuryk Port Investment to Boost Middle Corridor Capacity
Investment Scale: Kuryk Port’s development is set to attract up to $1.1 billion, with $300 million allocated for Phase 1 construction starting in 2024. Capacity Expansion: Phase 1 will handle 180,000 TEU, 180,000 vehicles, and 2–3 million tons of bulk cargo annually, enhancing Middle Corridor logistics. Timeline: The port complex is scheduled for commissioning in…
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Ukrainian Grain Exports Down 29% in 2025/26
Ukrainian grain exports in the 2025/26 marketing year are down 29.2% year-on-year to 16.921 million tons, signaling weaker export demand from Ukrainian ports. Wheat and corn shipments are both sharply lower (–20% and –36.7% respectively), tightening vessel demand on key Black Sea export routes. January export pace is 17% below last year, reinforcing a Neutral…