Author: Viktoriia Ray
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Russian Wheat Production Up to 89.5M Tons — USDA
Production upgrade: USDA FAS raised Russia’s 2025/26 wheat harvest forecast to 89.5 million tons (from 87.5 million), with carryover stocks up to 14.688 million tons. Exports steady: Wheat export forecast held at 44 million tons despite larger crop, below IKAR’s 46 million ton potential including Crimea. Near-term pressure: January shipments expected to slow on holidays,…
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Russian Fertilizer Exchange Doubles in 2025
Exchange volumes doubled: Russian mineral fertilizer trading on the St. Petersburg Exchange jumped to 294,000 tons in 2025, up 101% from 146,000 tons in 2024. Ammonium nitrate leads demand: Ammonium nitrate accounts for more than one-third of exchange sales, with urea-ammoniac mixtures and nitrogen-phosphorus fertilizers following. Price caps unchanged: Maximum fertilizer prices remain fixed at…
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Makhachkala Grain Terminal to Boost Capacity 30% in 2026
Capacity Growth: Grain handling at Makhachkala Commercial Seaport rose 17% year-on-year in 2025 to 300,000 tons. Near-Term Expansion: First stage of a new grain terminal in 2026 is expected to boost capacity by 30% to about 390,000 tons annually. Long-Term Positioning: Full terminal completion by end-2028 aims to make Makhachkala the largest grain facility on…
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Ukraine vegetable oil exports drop 10% in 2025
Logistics Shift: Ukrainian rail vegetable oil exports fell 10% to 1.598 million tons in 2025, but port-directed shipments surged 66%, signaling a major reorientation toward seaborne routes. Border Pressure: Border crossing rail volumes of vegetable oil dropped 44.8% to 672,000 tons, reflecting capacity constraints and shifting trade routes. Processing Resilience: Oilcake and meal exports rose…
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Russian Sunflower Seeds Surpass 50% Self-Sufficiency
Sunflower self-sufficiency tops 50%: Domestic sunflower seed supply in Russia passed the 50% mark in 2025, with sales rising 15% year-on-year. Broader seed security nearing target: Overall seed self-sufficiency across major crops approached 70%, moving closer to the 75% national food security goal. Regional leaders in localization: Altai Krai lifted its share of Russian sunflower…
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Sustainable Soybeans India: ADM & Bayer to 100K Farmers
Program Expansion: ADM and Bayer will scale their sustainable soybeans initiative in Maharashtra from 25,000 to 100,000 farmers by 2029. Area Growth: Cropped area under the program will rise from 35,000 to 200,000 hectares across seven districts. Sustainability Focus: The initiative is built on the ProTerra framework, emphasizing optimized production, biodiversity protection, and stronger post-harvest…
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US corn returns to Bangladesh after 8 years
First U.S. corn cargo since 2018: A 57,855-tonne shipment arrived in Chittagong on January 7, signaling renewed U.S. price competitiveness in Bangladesh. Import growth: Bangladesh’s 2025–26 corn imports are forecast at 1.5 million tonnes, up 6% year-over-year, driven largely by expanding poultry feed demand. Brazil’s dominance challenged: Brazil currently holds a 93% share of Bangladesh’s…
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Russian Wheat Exports Plunge 17.6% – Market Impact
Bearish: Russian grain exports declined 17.6% year-on-year to 33.9 million tons in July–December 2025, with wheat shipments down 14% and the number of export destinations shrinking from 69 to 49. Bearish: Active exporting companies dropped to 97 from 235, and key ports such as Novorossiysk and Rostov-on-Don recorded lower throughput, signaling weaker freight demand. Neutral-to-bullish:…
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Ukrainian Vegetable Oil Exports Drop 10% as Rail Shifts
Logistics shift: Ukrainian vegetable oil rail exports fell 10% to 1.598 million tons in 2025, masking a major rerouting of flows. Ports gain share: Port-bound rail shipments surged 66% to 926,000 tons, now 58% of total rail-exported vegetable oils. Border routes weakened: Rail deliveries to border crossings plunged 44.8% to 672,000 tons, reversing 2024’s land-border…
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Kazakhstan Sunflower Seed Prices Rise 2,000 Tenge
Sunflower seed prices rise: Kazakhstan sunflower seed prices increased by 2,000 tenge to 205,000 tenge per ton as of December 29. Flax also gains: Flax prices climbed by 1,000 tenge to 212,000 tenge per ton, while other oilseed prices remained stable. Producer guidance: Market research bureau advises selling oilseed crops based on current operational requirements.…
