Author: Viktoriia Ray
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Kazakhstan Sunflower Seed Stocks Hit Record 2.11M Tons
Key Takeaways Kazakhstan’s sunflower seed reserves reached a record 2.11 million tons as of January 1, 2026, up 38% year-on-year. Total 2025 oilseed harvest hit an all-time high of 4.8 million tons, boosting inventories across major crops. Flaxseed (+93%), rapeseed (+101%), and safflower (+79%) stocks surged, while soybean reserves edged lower. Elevated supplies are bearish…
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India Soybean Oil Imports Surge to Record High
India’s demand shift: Soybean oil imports hit a record 5.53 million tonnes in 2025, up 33% year-on-year, as buyers moved away from palm and sunflower oils. China’s tightening meal balance: Soybean meal stocks are expected to fall to 900,000 tonnes by end-January from record levels near 1 million tonnes since October 2025. Price strength: Dalian…
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US Corn Production Soars in USDA Report
US corn output surges: Global 2025/26 corn production is projected at 1,283 Mt (+4.3% y/y), driven by a 12.5% jump in US output to 425.5 Mt. Ukraine strengthens export role: Ukraine’s corn crop is seen up 8.2% to 29 Mt, enabling it to maintain 23 Mt of exports despite EU production decline. Trade flows reshuffle:…
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Ukrainian Wheat Demand Rises on Weather & Imports
Bullish: Weather-related production risks in the Black Sea and US wheat belt, combined with recovering import demand, are supportive for Ukrainian wheat prices. Bearish: Ongoing military risks and port infrastructure disruptions in Ukraine continue to constrain export flows and limit near-term shipment volumes. Market Update Ukrainian wheat exports remained muted in December as security risks…
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Black Sea sunflower oil surges to record $1,390/t
Bullish: Black Sea sunflower oil and rapeseed rally on record-high benchmarks and firm vegetable oil complex. Bearish: Soybean meal and broader meal complex weaken on softer livestock feed demand. Sunflower Oil Surges to Record High Sunflower oil FOB Black Sea jumped $100.00/t on January 13, 2026, reaching $1,390.00/t versus $1,290.00/t in the prior session. This…
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Kazakhstan Grain Exports to Rise with Infrastructure Push
Kazakhstan targets at least 6.5% trade volume growth by 2026, leveraging wholesale grain exports and new B2B digital trading platforms. Planned repairs of 11,000 km of roads, new railway lines, and three airports aim to cut logistics bottlenecks and support freight growth. Krasnoyarsk Krai wheat exports collapsed 4.5x in 2025, while value-added rapeseed oil and…
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Kazakhstan-China Grain Transport: Faster Rail Routes
Operational streamlining: Kazakhstan and China agreed to simplify grain cargo procedures and cut border delays on key rail crossings. Volume growth: Bilateral rail cargo volumes rose 11% in 2025 to 35.6 million tons, with TCTR container traffic up 15% to 36,000 TEUs. Infrastructure boost: Second track construction on the Alashankou-Dostyk section and planning of the…
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Ukrzaliznytsia Freight Car Repairs: New Standard Prices
Operational transparency: Ukrzaliznytsia has unified pricing and work scopes for private freight car repairs across all repair facilities. Cost predictability: A single base price and standardized repair lists enable railcar owners and grain traders to plan maintenance budgets more accurately. Market alignment: Prices are benchmarked against private repair companies, with streamlined overheads to keep tariffs…
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South Korea Soybean Meal: 120k Tons Secured in Tenders
Strong South Korean demand: Buyers secured 120,000 tons of soybean meal in dual tenders for March–May 2025 delivery, locking in near-term feed coverage. Stable international pricing: Narrow price spread of about $2/ton (C&F) between KFA and NOFI tenders signals steady global soybean meal values. Origins concentrated outside Black Sea: Supply is sourced from the U.S.,…
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Ukraine Feed Corn Prices Rise as Farmers Hold Grain
Feed corn bids firmed: Domestic Ukrainian feed corn prices rose by UAH 100-400/ton week-on-week to UAH 8,300-9,900/ton CPT. Port values edged higher: Corn prices at Ukrainian ports increased by USD 2-3/ton to USD 201-210/ton CPT-port. Farmer selling restraint: Limited farmer willingness to sell, combined with strong domestic demand, continues to support bullish price momentum. Infrastructure…