Author: Viktoriia Ray
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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…
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Ukraine Rail Grain Containers Drop 13% — Why It Matters
Containerized grain shipments on Ukrzaliznytsia’s network dropped 13% y/y to 56,965 thousand TEUs in Jan–Nov 2025 as shippers pivoted back to specialized grain railcars. Low leasing rates of 100–200 UAH/day for grain railcars made traditional railcar transport more cost-effective than containers for exporters. Meal and cake container volumes rose 4% y/y to 24,474 thousand TEUs,…
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Ukrainian Soybean Exports Stalled by Port Attacks
Logistical risk: Missile damage to Odessa port infrastructure is constraining Ukrainian soybean export activity and may reduce shipment volumes in the coming months. Price resilience: GM soybean bids are stable at USD 420-425/t CPT port, holding at the highest levels since August 2024 despite stalled upside momentum. Regulatory support: The EU’s one-year postponement of EUDR…
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Russian Wheat Export Duty Rises to 109.1 Rub/tonne
Russia will reinstate a wheat export duty of 109.1 rubles/tonne from December 24, ending a two-week zero-duty period. Barley and corn export duties remain at zero through December 30, preserving their price competitiveness. The wheat indicative price is steady at $227.0/tonne, signaling stable demand despite the duty adjustment. The new duty adds an estimated ~$1.10/tonne…
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Chornomorsk Port Concession: Tender Opens for Terminals
Ministry of Communities and Territories Development launched a concession tender for Chornomorsk port terminals on December 20. The tender covers the First and Container Terminals, including the Universal and Grain Marine Terminals. Move supports long-term modernization of Ukraine’s Black Sea grain export infrastructure. Potential for improved logistics efficiency and lower freight costs over time. Ukraine…
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Belarus-Iran Rail Corridor Boosts Grain Logistics
New rail route: Beltamozhservis launches a container corridor linking Belarus to Iran via Russia, Kazakhstan, and Turkmenistan. Transit time: Containerized cargo moves between Belarus and Iran in approximately 13–15 days. Logistics impact: Adds a land-based alternative to traditional Black Sea and maritime routes for reaching Iranian markets. Grain flows: Neutral to moderately bullish for Black…
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Pivdenny Port Sunflower Oil Terminal Hit by Drone Strike
Bullish: Drone strike on Ukraine’s largest vegetable oil terminal destroys thousands of tons of sunflower oil and threatens export capacity. Bearish: Limited immediate demand-side impact; broader vegoil complex still cushioned by alternative origins and existing stocks. Allseeds Terminal Strike: Incident Overview On December 20, Russian forces conducted a drone strike on Allseeds’ vegetable oil terminal…
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Palm Oil Exports Surge as Malaysian Inventories Rise
Palm oil exports rising: Global palm oil exports are projected to increase to 26.2 million tonnes in 2025 from 23.95 million tonnes in 2024, led by stronger Indonesian shipments. Inventory-driven price pressure: Malaysian palm oil stocks surged 13% month-on-month to 2.84 million tonnes, weighing on prices and boosting palm oil’s price competitiveness. Shifting demand patterns:…
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Russian Grain Exports Up 5% in November 2024
Ukrainian freight: Capacity recovery underway via additional diesel locomotives, but power infrastructure damage keeps rail-to-port flows constrained and schedules fragile. Russian grain exports: November shipments up 5% YoY to 6.3 million tons, driven by strong Turkish and Iranian wheat demand and expanded Turkish barley imports. Black Sea logistics: Rostov Region moved 1.4 million tons of…
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Argentine Sunflower Seed Exports Surge — Price Pressure
Bearish: Argentine sunflower seed exports are projected to jump 246% year-on-year in 2025/26, easing global supply tightness. Bearish: New crushing capacity will lift Argentina’s seed processing to a record 5.4 million tonnes, boosting exports of sunflower oil and meal. Bearish: Increased Argentine flows into Europe, Africa, and the Black Sea region intensify competition and pressure…