Author: Viktoriia Ray
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Black Sea Rapeseed Prices Tick Up on EU Tightness
Export prices edge higher: Ukrainian rapeseed export values strengthened to USD 545/t CPT-port amid tight EU supplies and farmer selling restraint. Crush margins under pressure: Domestic processing bids fell to UAH 23,000–24,000/t CPT as plants face weaker margins and shift toward sunflower and soybean. Forward curve turns discounted: 2026 harvest forward prices are about USD…
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Kazakhstan Grain Subsidy Overhaul Boosts Fair Access
Regulatory correction: Kazakhstan’s competition authority ordered Food Contract Corporation to fix anticompetitive practices in grain transportation subsidy distribution. Process reform: Over 60% of subsidies had gone to a limited group, with application review times ranging from same-day to 80–112 days, prompting mandatory procedural changes. Digital transparency: A new electronic portal and public tracking of applications…
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Black Sea Sunflower Oil Prices Up $100/MT This Month
Bullish: Black Sea FOB sunflower oil for January 2026 delivery has climbed $100/MT month-over-month to $1,270/MT amid tight global vegetable oil supplies and three-year highs in the FAO Vegetable Oil Price Index. Bearish: Upside is limited by competitive pressure from cheaper palm and soybean oils, a stronger ruble weighing on Russian export competitiveness, and indications…
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Ukrainian Soybean Prices Slip as Ports Face Attacks
Prices: Ukrainian soybean export prices eased, with most deals reported around USD 423–425 per ton. Logistics: Russian attacks on Ukrainian port infrastructure continue to disrupt unloading operations and constrain exports. Demand: Domestic soybean demand softened as soybean meal export prices fell to USD 350–370 per ton DAP-western border. Sentiment: Market tone is neutral to slightly…
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Russian Wheat Export Forecast Up to 44.6M Tons
Forecast Upgrade: SovEcon raised Russia’s 2025/26 wheat export outlook to 44.6 million tons on strong demand and better export economics. Record Sales: November wheat shipments hit an all-time high of 5.1 million tons as buyers returned after delaying purchases. Improved Margins: Export margins turned slightly positive as domestic prices fell while FOB values held near…
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Black Sea Sunflower Oil Prices Drop: What Traders Need
Bullish: Soybean oil and soybean meal prices strengthened across Brazil, the US, EU, and China, with Dalian China soybeans and FOB Brazil soybean oil posting the largest gains, signaling robust demand in the broader oilseed complex. Bearish: Sunflower oil FOB Black Sea and sunflower meal CIF France both declined, pointing to pressure on Black Sea…
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Ukrainian Rail Grain Transportation Falls 27% in 2025
Bearish: Ukrainian rail grain transportation fell 27.3% in 2025 to 28.856 million tons amid weaker prices and logistical bottlenecks. Bearish: Export rail shipments declined 25.3% to 25.481 million tons, while domestic grain transport collapsed 42.9% to 3.024 million tons. Bearish: Seaports handled 92% of grain exports, highlighting concentrated infrastructure risk for Black Sea logistics. Neutral…
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Russian Sunflower Oil Exports to Reclaim Top Spot in 2025/26
Russia to reclaim leadership: Russian sunflower oil exports are forecast at 4.8 million tons in 2025/26, overtaking Ukraine’s projected 4.2 million tons. Shift in export balance: The move reverses 2024/25 dynamics when Ukraine led with 4.7 million tons versus Russia’s 4.2 million tons (USDA). India anchors demand: India remains the dominant buyer of Black Sea…
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South Korea Soybean Meal: MFG Buys 120,000t from COFCO
Volume: South Korea’s Major Feedmill Group (MFG) secured 120,000 tons of soybean meal from COFCO in two equal 60,000-ton cargoes. Pricing Benchmark: April delivery priced at $376.91/t C&F and May delivery at $373.71/t C&F set a reference for Q2 2025 Asian soybean meal values. Origin: Supply is expected from established exporters in the United States,…
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Thailand corn imports hit by new certification rules
Thailand tightens corn import rules: From January 1, feed corn imports must be certified as originating from non-residue-burning production. Imports already down sharply: Corn imports fell 27.59% to 1.46 million tonnes in January–November 2025, led by Myanmar at 82% of volume. Regional flows at risk: New environmental compliance could further restrict Southeast Asian corn shipments…