Author: Viktoriia Ray
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Russian Sunflower Export Duty: Meal Zero, Oil +37%
Bearish meal: Elimination of Russia’s sunflower meal export duty in January 2026 could pressure global protein feed prices as Black Sea export volumes rise. Bullish oil: A 37% jump in Russia’s sunflower oil export duty may tighten export availability and support higher international sunflower oil prices. Policy divergence: Lower costs on meal but higher taxes…
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Vietnam Soybean Crushing Capacity Doubles with $100M JV
VAL’s $100M second crushing line lifts total daily capacity to 7,800 tonnes, solidifying Vietnam’s role as a major regional soybean processor. Annual output of 2 million tonnes of soybean meal and 500,000 tonnes of crude oil will cover ~30% of Vietnam’s feed demand and curb dependence on imported meal. Market impact is neutral to bearish…
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Irkutsk Spring Wheat: 81% Food-Grade in 2025 Harvest
81% food-grade spring wheat: 135,900 tons of the 2025 Irkutsk Region harvest meets food-industry standards, supported by strong protein and gluten quality. Comprehensive state monitoring: 167,400 tons assessed across 17 districts, with 31,500 tons classified as feed-grade wheat. Export readiness: Quality certification under Russia’s federal export program supports additional milling-quality supply into global markets. Market…
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Ukraine Danube Ports Target 15M Tons by 2026
Capacity Goal: Ukraine targets raising Danube port cargo turnover to at least 15 million tons annually by 2026. Current Throughput: Danube ports handled over 8 million tons in the first 11 months, versus nearly 68 million tons at Greater Odesa ports. Jobs & Efficiency: Development measures are expected to preserve 2,000+ jobs and cut administrative…
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Argentina Soybean Oil Exports Fall 19% in November
Bearish for Argentina: Soybean oil exports fell 19% month-on-month in November to 524,000 tons, with stocks tightening to 4.5 million tons. Supportive for Black Sea oils: Reduced Argentine export pressure may create room for Black Sea sunflower oil to gain market share, especially in India. Stable Asian demand: India and Nepal absorbed 65% of Argentina’s…
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Black Sea Corn Prices Drop Amid Export Disruptions
Feed corn FOB Black Sea bids eased to USD 210-218/tonne and asks to USD 214-222/tonne for Dec–Jan, down USD 1-3 in under a week. Ongoing attacks on Ukrainian port and energy infrastructure are constraining seaborne exports and weighing on importer demand. Corn remains Ukraine’s most actively exported crop, but persistent logistics bottlenecks are keeping price…
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Ukrainian Port Security Risks Threaten Global Food Exports
Port security is critical: Protection of Ukrainian port infrastructure remains essential to sustain agricultural exports and global food security. Past disruptions were costly: Export blockages in 2022 contributed to a surge of more than 15% in global food prices. Ongoing defense upgrades: Ukraine is seeking international support to enhance air defense systems for ports through…
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Russian Sunflower Oil Production Falls 14%
Russian production down: Sunflower oil output dropped 14.1% year-on-year to 6.4 million tons in January–November 2025. Exports weaker: Shipments fell 29% to 3.45 million tons in the first ten months of 2025 amid tighter supplies. Margin pressure: Reduced sunflower harvest and weak processing profitability are forcing crushers to cut runs. Price risk: Lower Russian export…
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Black Sea Sunflower Oil Hits Record High
Bullish: Black Sea sunflower oil hit a record $1,290/t on strong export demand, while US soy complex and several palm oil benchmarks posted weekly highs. Bearish: Rapeseed oil FOB Netherlands fell sharply and MATIF rapeseed hit a record low, highlighting weak European oil demand despite record-high rapeseed meal prices. Black Sea Sunflower Oil Leads Vegetable…
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Ukraine Grain Exports: Dec Surge but Y/Y Decline
Bullish (Freight): Ukrainian grain exports are down 31.8% year-on-year, tightening Black Sea supply and underpinning rates on alternative export routes. Bearish (Grain Supply): Slower wheat and corn shipments reduce available Ukrainian export volumes, allowing competing origins to capture demand. Market Structure: Wheat exports are 20% behind last season and corn is 43% lower, encouraging buyers…