Author: Viktoriia Ray
-
Russian Wheat Exports Hit 8-Year High in South Korea
Russian exports up: Wheat shipments to South Korea reached ~210,000 tonnes in 2025/26 MY (+14% YoY), the highest since 2017/18 MY and more than double the five-year average. Market share gains: Russia’s share in South Korean wheat imports climbed to 6.2% this season from 1.5% in 2023/24 MY, driven by feed wheat competitiveness. Demand flat:…
-
Ukraine Road Freight Exports Dip to 9,300t/day in April
Logistics slowdown: Ukraine’s April road exports of agricultural goods averaged 9,300 tons/day, about 13% below March’s 10,700 tons/day pace. High-value focus: Cargo was dominated by processed, value-added products such as sunflower oil, poultry, sugar, and soybean derivatives. Polish corridor key: The Polish border remained the primary road export route, with Romania as the second-largest corridor.…
-
South Korea Feed Corn: 60,000t at $275.79/ton
South Korea Secures 60,000 Tons of Feed Corn at Competitive Price Competitive Benchmark: South Korea secured 60,000 tons of feed corn at $275.79/ton C&F, setting a reference price for Asian feed corn. Partial Tender Fill: Only 43% of the planned 140,000-ton tender was contracted, leaving 80,000 tons potentially still to source. Neutral for Black Sea:…
-
US Soybean Oil Production Hits Record on Biofuel Boom
Bullish: US biofuel-driven crushing surge lifts global soybean oil production to a record 70.4 million tonnes in 2025/26. Bearish: Rising domestic use in producing countries cuts global soybean oil export availability by an estimated 800,000 tonnes. Neutral to Slightly Bearish Black Sea: Strong US supply curbs import demand, but tighter export flows may support alternative…
-
Ukrainian Barley Prices Hold Steady Amid Pressure
Prices Stable: Ukrainian feed barley traded in a narrow UAH 9,100–9,900/t CPT range, with ports steady at USD 210–220/t CPT-port. Soft Demand: Weak domestic consumption and reduced trader interest are capping upside price potential. Supply Support: Seasonal tightening of grain availability is underpinning values and limiting downside risk. Outlook Neutral-to-Bearish: Market balance currently favors a…
-
Ukrainian Wheat Prices Rise on Tight Supply
Bullish: Ukrainian wheat prices are rising on tight farmer supply, strong domestic demand, and elevated fuel and logistics costs. Bearish: Subdued trader demand and export route volatility are limiting further upside in port-based export prices. Domestic: Class 2 wheat traded at UAH 9,700–11,000/t CPT; feed wheat at UAH 9,000–10,400/t CPT amid stable weekly ranges. Export:…
-
Russian Grain Export Duties Stay at Zero
Zero duties extended: Export duties on Russian wheat, barley, and corn remain at zero from April 29 through May 5. Wheat & barley firmer: Indicative prices for wheat and barley inched higher week-over-week, signaling stable to firm demand. Corn softens: Corn indicative prices eased, likely reflecting seasonal supply pressures. Competitive exports: Zero-duty policy continues to…
-
Ukrainian soybean export prices rise vs Brazil
Bullish: Ukrainian soybean export prices rose to USD 435-445/t CPT port, supported by stronger crude and vegetable oil markets and robust US processing demand. Bearish: New-crop Brazilian soybeans are entering key Ukrainian export markets like Turkey at competitive prices, pressuring Ukrainian premiums and market share. Ukrainian Soybean Market Update Ukrainian soybean export prices moved higher…
-
Argentina Grain Exports Could Surge After Tax Reform
Production boost: Eliminating Argentina’s agricultural export taxes could lift grain output 10.1% to 182.6 million tonnes by 2036. Export growth: Annual agricultural exports are projected to rise by 14.1 million tonnes, adding about $6.4 billion in export revenue. Crop drivers: Soybeans and corn would account for most of the production and export gains, supported by…
-
Ukrainian Rapeseed Meal Exports Pivot to China
Bullish: Record Ukrainian rapeseed meal exports of 494,000 tonnes in 2025/26 (July–March), up 2.4 times year-on-year, supported by strong Chinese demand and improved domestic crushing margins. Bearish: Sustainability of current flows is at risk as EU demand has collapsed by 49% and Ukraine faces intensifying competition from Canadian, Indian, and Russian rapeseed meal in the…