Author: Viktoriia Ray

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Bearish: Instability in Ukraine’s domestic oil sector is exerting downward pressure on sunflower seed prices. Supportive: Tight raw material supply and a premium of up to UAH 1,500/tonne between bids and actual trades are limiting the scale of price declines. Neutral to Slightly Bearish Sentiment: Processors are largely holding previous price levels but remain ready…

Ukrainian soybean export prices dip as global supply rises

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in Soybeans

Prices: Ukrainian soybean export prices eased to USD 435-445/ton CPT port amid strong global supply. Meal: Soybean meal export prices remain firm at USD 395-407/ton DAP-western border, supported by EU demand. Global Pressure: Accelerated South American exports and record production forecasts are weighing on Ukrainian values. Outlook: Overall tone is neutral to bearish, with traders…

Russian corn exports surge 68% to 1.2M tons in Q1 2026

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in Corn

Bullish: Russian corn export revenues exceeded $260 million in Q1 2026 (+55% y/y), supported by a 68% jump in volumes to 1.2 million tons. Bearish: Surging Russian supply into China, Kazakhstan and other Asian/Middle Eastern markets increases competition and may pressure rival origins’ corn prices. Russian Corn Export Surge in Q1 2026 Russia exported 1.2 million tons of corn in…

South Korea Feed Wheat: 130,000t Private Deals

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in Wheat

South Korea secures 130,000 tons of feed wheat via private deals with Cofco, bypassing traditional tender procedures. Price signals around $290/ton C&F set a reference level for Asian feed wheat values with September delivery. Russian wheat explicitly excluded alongside China, Pakistan, Argentina, and Denmark, underscoring ongoing access challenges for Black Sea exporters. Neutral-to-bearish implications for…

Kazakhstan Turkmenistan freight route could save $16M

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in Freight

Cost Advantage: Proposed Turkmenistan freight route could cut transit costs by $8/ton versus the current Uzbekistan corridor. Scale Potential: New logistics complex at Bolashak station is designed to handle 1–2 million tons of grain and flour annually. Savings Impact: Projected annual savings of $8–16 million for Kazakh exporters if targeted volumes are realized. Route Diversification:…

China Launches Sunflower Oil Futures on ZCE in 2026

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in Sunflower oil

New contract: ZCE will list sunflower oil futures in H2 2026, creating a regulated price benchmark in China. Kazakh advantage: Kazakhstan is now China’s second-largest sunflower oil supplier and top sunflower meal/cake supplier this season. China focus: FOC 2026 in Astana on June 5 will review China’s oil and meal balance and 2026/27 import outlook.…

Rhine River Freight Normalizes — Ships Return to Full Loads

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in Freight

Recent rainfall has restored navigable water levels on the Rhine, allowing ships to operate at or near full capacity along most of the route. April low water forced reduced cargo loads and split shipments, sharply increasing freight costs for cargo owners. Normal loading capacity has returned at key bottleneck Kaub, with the remaining Cologne section…

Ukraine Soybean Planting: AGROTRADE Starts 6,800ha Sowing

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in Soybeans

Planting scale: AGROTRADE Group has launched a soybean sowing campaign across approximately 6,800 hectares in Sumy and Kharkiv regions. Technology upgrades: Wide-row planting, double inoculation, micronutrient applications, and new variety tests aim to enhance yield potential. Weather risk: Adequate soil moisture and good preparation support the crop, but soybean sensitivity to heat and drought keeps…

Ukrainian Feed Corn Prices Surge Amid Supply Tightness

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in Corn

Ukrainian feed corn prices jumped UAH 100-400/t week-on-week as of May 15, with southern region levels peaking at UAH 11,400/t CPT. Strong domestic and export demand, combined with limited farmer selling, is driving a bullish short-term outlook. The UAH 700-1,700/t premium in the south underscores regional supply tightness linked to access to export infrastructure. Market…

South Korea Feed Corn: Secures 55,000 Tons from U.S.

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