Author: Viktoriia Ray
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Bashselkhoztekhnika Privatization Relisted
Privatization Relaunch: Bashkortostan has re-listed 100% of Bashselkhoztekhnika LLC with a starting price of 738.914 million rubles after a failed December 2025 auction. Sector Focus: The company operates in agricultural machinery wholesale, grain cultivation, and crop services, with 30,600 sqm of industrial and service facilities. Investor Sentiment: The first failed auction highlights weak demand for…
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Black Sea Logistics: Ports Hit 95% Despite Attacks
Bullish: Ukrainian seaports moved 44.2 million tons of agricultural products in 2025, achieving over 95% of planned cargo turnover despite heavy security disruptions. Bearish: Ukrainian road exports collapsed 65% month-on-month in January 2025, signaling acute strain on alternative land corridors and higher inland logistics risk. Bullish: Container shipping via Ukrainian ports rose 66% year-on-year to…
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Kazakhstan Vegetable Oil Exports to Surge
Capacity Expansion: Kapshagai Bidai Onimderi has reached 1 million tons annual processing capacity for flour, vegetable oil, and animal feed after a 12 billion tenge modernization, with plans to double output. Export-Oriented Growth: 98% of production is exported, primarily to China and Southeast Asia, with 110,000 tons shipped in the last six weeks, boosting Almaty…
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Russian Soybean Processing Boost: Belogorsk Plant 2027
Structural Expansion: Russia advances a 35.3 billion ruble soybean and rapeseed processing hub in Amur Region, targeting 1 million tons of annual capacity by Q1 2027. Export Orientation: The Belogorsk complex will enhance value-added exports of soybean meal and oil from the Far Eastern Federal District into Asian markets. Demand Signal: South Korea’s FLC buys…
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Turkey Feed Barley Tender: 210,000 Tons Secured
Turkey secures 210,000 tons of feed barley at its January 15 tender, confirming solid demand in the $259.50–$269/ton range. Staggered deliveries through late February to seven ports help TMO manage inventories ahead of the spring feeding season. Iskenderun, Adana, and Mersin ports receive the bulk of volumes, signaling strong regional consumption and logistics focus. Neutral…
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Russian Wheat Exports Rise in January; Saudi Tender
Russian exports: January 2025 wheat exports projected at 2.8–3.0 million tons, up 12–20% year-on-year. Saudi demand: GFSA issues a 595,000-ton milling wheat tender (12.5% protein, any origin) closing January 16. Shift in buyers: Turkey and Iran sharply increase Russian wheat imports after domestic crop shortfalls. Competitive pressure: Bangladesh reduces Russian purchases amid stronger competition from…
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Black Sea Sunflower Oil Prices Reach Record $1,420/t
Sunflower oil rally: Black Sea sunflower oil surged $30.00/t to a record $1,420.00/t, driven by strong Indian demand and tight supply. Mixed soy complex: Soybean oil and soybean prices mostly firmed, but soybean meal showed sharp regional divergence, with EU prices falling and China strengthening. Pressure on rapeseed & palm: Rapeseed oil FOB Netherlands fell…
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Azov-Black Sea Freight Rates Rise as Tonnage Tightens
Post-holiday rebound: Azov-Black Sea freight rates rose in week 3 as grain trade normalized and demand recovered after New Year holidays. Cost support factors: Kerch Strait delays and a shortage of spot tonnage are pushing freight rates higher across key Black Sea and Mediterranean routes. Zero export duties: Russia’s wheat, barley, and corn export duties…
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Brazil Soybean Exports Hit Record 3.73M Tonnes
Record January exports: Brazil’s soybean exports are forecast at 3.73 million tonnes, surpassing the previous January record of 2.85 million tonnes in 2024. Delayed shipments: December rain disruptions shifted volumes into January, with only 0.6% of the 2025/26 crop harvested by January 8 but supported by large carryover stocks. Strong production outlook: Brazil’s 2025/26 soybean…
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Russian Barley Exports Start 2026 from Volga to Iran
Logistics boost: Extended Volga River navigation into January allows Russia to maintain grain export flows, including barley, despite the winter season. Stable demand: Iran’s 2,500-ton feed barley purchase confirms ongoing demand for Russian barley, supporting neutral to slightly bullish sentiment. Supply outlook: Volgograd’s 2025 barley harvest of 251,800 tons at 1.74 t/ha suggests adequate regional…