Author: Viktoriia Ray
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Russian Sunflower Oil Prices: Domestic Up, Export Down
Domestic bullish: Russian unrefined sunflower oil prices rose 7% year-on-year in November 2025 to RUB 86,426/ton, signaling stronger local demand or tighter supply. Export bearish: Export prices declined 4% year-on-year to RUB 94,317/ton, narrowing the export premium and potentially curbing producers’ incentive to prioritize foreign sales. Spread compression: The price gap between export and domestic…
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Brazil Soybean Production Forecast Up to 180.4M
Higher Brazilian output: AgRural raised Brazil’s 2025/26 soybean production forecast to 180.4 million tons, 1.9 million tons above the November estimate and 5.2% above last season. Weather-dependent outlook: Favorable December weather supports the upgrade, but final volumes hinge on conditions through February and into March for later areas. Pressure on Black Sea exporters: A larger Brazilian crop…
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Ukrainian Feed Barley Prices Spike Amid Tight Supply
Feed barley prices in Ukraine turned higher, with domestic bids at UAH 9,100–10,400/t CPT amid tightening grain availability. Port prices remained stable at USD 210–220/t CPT-port despite weakness in the export sector and related commodity markets. Farmer selling reluctance and trader demand to cover existing contracts are underpinning a bullish short-term outlook for Ukrainian feed…
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Russian Wheat Exports Hit 26.6Mt in H1 – Prices Ease
Export Pace: Russia shipped 26.6 million tonnes of wheat in July–December, above the five-year average but 8.5% below last season’s record, signaling solid yet moderating export momentum. Price Pressure: Russian 12.5% protein wheat FOB values eased to $227–228/t amid abundant global supplies and weaker competing origins, creating a neutral to slightly bearish price backdrop. Global…
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Middle Corridor Grain Transit: Kazakhstan & Luka Koper
Kazakhstan and Slovenia’s Luka Koper port are negotiating integration of the Middle Corridor to create new grain export routes to Central Europe. Luka Koper processes around 23 million tonnes annually and is a key entry point for landlocked EU countries, including 33% of Austrian and 45% of Hungarian imports. A successful partnership would diversify transport…
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Ukrainian corn exports hit 5.1M tons in 2024/25
Corn strength: Ukrainian corn exports have reached 5.127 million tons in 2024/25 MY, with December alone accounting for 1.422 million tons and 78% of the month’s total grain exports. Export mix: Wheat still dominates overall grain flows at 7.656 million tons, while barley lags at 1.223 million tons and rye remains negligible. Year-on-year slowdown: Total grain and leguminous exports…
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Russian Wheat Acreage Falls, Global Prices Rise
Bullish: Russian winter and spring wheat acreage continues to contract, threatening exportable supply and supporting global wheat prices into 2026/27. Bearish Offset: Higher winter wheat plantings in Ukraine and France may partially counterbalance Russian output declines if yields and logistics remain stable. Structural: Russian farm profitability has dropped 62% since 2021, suggesting continued acreage pressure…
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Kazakhstan Flaxseed Oil Exports Triple to Japan
Export boost: Dynasty Agro will ship 3,000 tons of Kazakh flaxseed oil to Japan, roughly tripling previous annual volumes of several hundred tons. Market diversification: Registration with China’s customs under the 2025 Export Acceleration Program opens a second major Asian outlet for Kazakhstan’s processed oilseed products. Value-added trend: Focus on processed flaxseed oil rather than…
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Ukrainian Sunflower Prices Drop UAH 300-600/ton
Key Takeaways Sunflower seed bid prices decreased by UAH 300–600/ton to UAH 27,500–29,000/ton CPT, with indicative bids from UAH 27,000/ton CPT for 48% oil content. Farmer selling activity slowed as producers rejected current price levels, limiting new offers to the market. Weak sunflower oil prices, sufficient processor inventories, and the approaching holiday period are weighing…
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Azerbaijan Wheat Production Aims to Cut Russian Imports
Key Takeaways Policy Shift: Azerbaijan plans to raise domestic food wheat production from 20% to 50% of its 1.8 million tons annual demand over the coming years. Import Dependence: The country currently imports around 1.62 million tons of wheat annually, with Russia supplying approximately 90% of total imports. Gradual Timeline: Despite self-sufficiency goals, wheat import…