Author: Viktoriia Ray
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Tambov Soybean Harvest 2025: Record 750,000 Tons
Record Harvest: Tambov Region harvested 750,000 tons of soybeans in 2025, up 320,000 tons year-on-year. Yield Surge: Average yields rose 53% to 28.6 centners/ha from 18.7 centners/ha in 2024. National Standing: Region ranks second in Russia for largest soybean yield increase and remains a top national producer. Price Impact: Neutral to bearish implications for Black…
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Ukrainian Wheat Prices Ease on Logistical Strain
Domestic prices eased: Ukrainian feed and second-grade wheat prices weakened in early January amid subdued local demand and infrastructure disruptions. Export prices resilient: Port-based feed wheat prices firmed slightly, while milling wheat values remained stable, reflecting continued international interest. Logistics under pressure: Ongoing power outages and shelling of port infrastructure constrained operations and reduced trader…
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Sunflower Oil Black Sea Rally — Prices Hit Record High
Bullish: Global vegetable oils rallied, led by a record high in sunflower oil FOB Black Sea at $1,240/t and strong gains in palm and soybean oils. Bearish/Neutral: Soybean and rapeseed complexes showed weakness or mixed moves, with US soybeans, soybean meal, and MATIF rapeseed under pressure. Global Vegetable Oils Rally as Sunflower Oil FOB Black…
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Ukrainian Grain Exports Fall 31% in January
Bullish: French Senalia terminal targets a 111% jump in 2025/26 grain exports to 3.8 million tons, driven by strong feed barley demand and expanded Middle East routes, including new sales to Iraq. Bearish: Ukrainian grain exports in 2024/25 are down 31% year-on-year to 16.376 million tons, with sharply lower January volumes, signaling ongoing logistical and production headwinds…
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Ukraine Rapeseed Export Duty Extended – Deadline Feb 2026
Policy Extension: Ukraine prolonged the export duty exemption application deadline for rapeseed and soybean producers to February 1, 2026. Stricter Oversight: Monthly monitoring now compares export volumes with State Agricultural Registry data, targeting only actual producers. Revenue Allocation: Tariff proceeds will fund frontline agricultural regions, processing, greenhouses, horticulture, and war risk insurance. Market Impact: Neutral…
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Altai Krai Sunflower Production Hits 1.61M Tons
Altai Krai market share: 1.61 million tons of sunflower seeds, around 10% of Russia’s 17 million ton output. Record harvest: Approximately 10 million tons of total grain and oilseed crops achieved in the region. Rising federal support: Rural development funding to Altai Krai increased from 3.17 billion rubles (2025) to 4.37 billion rubles (2026). Investment…
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Brazilian Soybean Exports to Russia Plunge 63%
Brazil–Russia Shift: Brazilian soybean exports to Russia plunged 63% to 150,000 tons, cutting soybeans’ share of bilateral trade to just 6.5%. China Buying U.S. Beans: Sinograin booked 600,000+ tons of U.S. soybeans for Apr–May, pushing total commitments toward 10–12 million tons despite cheaper Brazilian offers. Sustainability Premium: Bunge’s 12,000-ton traceable soybean meal deal and 345,000-hectare…
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USDA Wheat Forecast: Global Output Climbs on Russia
USDA lifts global wheat output: 2025/26 global wheat production raised by 4.36 million tonnes to 842.17 million tonnes, led by larger Russian and Argentine crops. Exports edge higher: Global wheat exports forecast up to 219.76 million tonnes, with stronger Argentine shipments offsetting cuts to EU and Ukraine. Stocks build: Global ending stocks increased by 3.38…
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Kazakh Wheat Flour Exports Drop in Early 2025/26
Kazakhstan’s wheat flour exports to Afghanistan declined 9.8% year-on-year in the first quarter of 2025/26, falling to 321,000 tons. Shipments to Uzbekistan dropped 18.8% over the same period, totaling 102,700 tons. Combined exports to both key markets decreased by around 58,800 tons, signaling softer regional demand or stronger competition. For Black Sea traders, the impact…
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Ukrainian road freight plunges 65% in January
Ukrainian agricultural road exports fell 65% in January to 3,700 tons/day from 10,400 tons/day in December. First-week January shipments totaled 22,800 tons, nearly three times lower than December’s 81,200 tons for the same period. Seasonal weakness and border clearance inefficiencies are the main drivers of the contraction. A gradual recovery in volumes is expected in…