Author: Viktoriia Ray
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Ukrainian Feed Corn Prices Slide on Export & Logistics
Feed corn prices in Ukraine fell by UAH 100–300/t week-on-week, settling at UAH 8,200–9,600/t CPT as of December 19. Weak export demand and slightly higher domestic supply are pressuring bids lower. Logistics constraints, including expensive transport and limited capacity, are curbing trading activity and adding downside pressure. Ukrainian Feed Corn Price Update Ukrainian feed corn…
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Russian Wheat Export Duty Reinstated Dec 24
Policy Shift: Russia reinstates a wheat export duty of 109.1 rubles/ton for December 24–30, while keeping barley and corn duties at zero. Export Mix: Zero duties on barley and corn enhance the competitiveness of Russian feed grain exports versus wheat. Quality Profile: Moscow Region wheat is dominated by Class 4 (48.4%) with solid protein and…
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Palm Oil Exports Surge: What Traders Must Know
Export surge: Global palm oil exports are projected to jump 9.4% to 26.2 million tonnes in 2025, led by a sharp increase in Indonesian shipments. Price advantage: Elevated Malaysian inventories are improving palm oil’s price competitiveness versus other vegetable oils, challenging Black Sea sunflower oil demand. Moderating output: Global production is forecast to ease to…
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U.S. Soybean Tariffs Could Repeat Costly Trade Mistake
Bearish: U.S. soybean industry warns new tariffs on China could repeat past trade war losses of $27 billion and further undermine U.S. export competitiveness. Bearish: Record global soybean stocks projected at 124–125 million tonnes in 2025/26 and a massive South American harvest are expected to pressure soybean meal prices. Neutral to Supportive: Tightening vegetable oil…
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Black Sea Sunflower Oil Drops to Weekly Low
Bearish sunflower oil: Black Sea sunflower oil FOB slipped $17.50/t to $1,222.50/t, hitting the weekly low and signaling softer short‑term fundamentals. Sharp rapeseed oil correction: Rapeseed oil FOB Netherlands dropped $45.32/t to $1,240.04/t, the steepest decline among major vegetable oils. Mixed vegoil complex: Soybean and rapeseed oils weakened across key origins, while palm oil and…
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Ukrainian Sunflower Oil Prices Drop $15/MT
Ukrainian sunflower oil export prices declined by USD 15/MT over the past two weeks. Weakness in global vegetable oil markets, including palm and sunflower oil, is pressuring prices. Falling global crude oil prices are reinforcing the bearish trend in vegetable oil valuations. Black Sea exporters face margin pressure and potential further downside if demand does…
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Russian Sunflower Seed Harvest: Saratov Tops with 2.4M Tons
Russia’s top sunflower seed region: Saratov harvested nearly 2.4 million tons of sunflower seeds, the largest volume of any Russian region this season. Oilseed expansion: Soybean output hit a record 153,000 tons, with yields up 30% year-on-year to 20.6 c/ha amid a tripling of sown area in five years. Large grain and vegetable hub: The…
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EU Wheat Production Drops — Black Sea Export Opportunity
EU soft wheat output projected to fall 6.2% to 128.3 mln t in 2026/27, down 8.5 mln t from 2025/26. Barley production seen dropping 8.3% to 52.1 mln t on weaker yields across member states. Corn production bucking the trend, rising 3.4% to 58.5 mln t (+1.9 mln t year-on-year). Bullish for Black Sea wheat…
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Black Sea Sunflower Oil Prices Drop $30/t
Bearish Black Sea sunflower oil: FOB Black Sea prices dropped $30/t day-on-day to $1,240/t, marking the sharpest daily decline among major vegetable oils. Regulatory clarity in Russia: FAS confirmed the 2026 VAT hike excludes socially important foods, which retain the 10% rate, limiting VAT-driven price increases. Mixed oilseed complex: Rapeseed oil and meal rallied to…
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Ukrainian rail grain exports surge at EU borders
Neutral to slightly bullish: Rail grain exports via EU border crossings have increased by around 34 cars per day versus November, led by stronger flows through Slovakia and Hungary. Logistical resilience: Higher rail capacity is partially offsetting constrained seaborne routes, supporting export continuity but not yet restoring pre-conflict shipment levels. Mixed regional dynamics: A marginal…