Author: Viktoriia Ray
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South Korea Feed Corn Tender: 268,000t at $253-$255
Continued demand: South Korea’s Major Feedmill Group secured 268,000 tons of feed corn for Q1–Q2 2026, underscoring steady Asian feed demand. Benchmark pricing: Awarded prices between $253.33 and $255.50 per ton C&F set a reference range for future tenders into Asia. Origin mix: U.S., South American, and South African corn won the tender, leaving Black…
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Russian Pork Exports Surge: Black Sea Logistics Impact
Russian pork and by-product exports to Vietnam hit a record 80,000 tons (Jan–Nov), up 28% YoY and worth $186 million. Total Russian pork exports are nearing 400,000 tons globally in 2024, with export revenues close to $1 billion. Rising protein exports from Black Sea origins to Southeast Asia may tighten vessel capacity and support freight…
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Jordan Feed Barley Tender: 60,000t at $270/tonne
Competitive pricing: Jordan secured 60,000 tonnes of feed barley at $270/tonne C&F, below all rival bids and filling half of its 120,000-tonne tender. Strong tender participation: Major global traders, including Cargill, Bunge, Olam, and Dreyfus, submitted offers within a $13/tonne price band, underscoring ample supply. Neutral to bearish sentiment: Aggressive seller pricing and only a…
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Kabardino-Balkaria Corn Seed Leads Russia’s Supply
Kabardino-Balkaria supplies up to 25% of Russia’s corn seed demand, producing 12,000–14,000 tons annually. Planned capacity increase to 18,000 tons could boost Russian corn output and export competitiveness. 70 farms and growing digital quality control efforts support improved seed reliability and yield potential. Kabardino-Balkaria Corn Seed Production Overview The Kabardino-Balkarian Republic has become Russia’s leading…
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Ukrainian Wheat Prices Fall Amid Weak Demand
Bearish: Ukrainian milling wheat prices declined by USD 2–4/ton across major ports to USD 208–216/ton CPT amid weak demand. Bearish: Ongoing infrastructure and energy disruptions are curbing export activity and pushing some grain companies to suspend procurement. Bearish: Competitive pricing for US wheat in Asian tenders is limiting upside potential for Black Sea origins. Ukrainian…
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Ukraine Grain Exports Plunge 29% in 2025/26
Bearish exports: Ukrainian grain exports are down 28.6% year-on-year to 13.821 million tons, tightening global supply from the Black Sea region. Corn under pressure: Corn shipments dropped 40% to 4.75 million tons, likely shifting demand toward alternative origins and supporting rival exporters’ prices. Improving flow: December exports accelerated to 1.389 million tons in the first…
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Black Sea Sunflower Oil Exports Fall 3 Million Tonnes
Supply Tightening: Global sunflower oil production is projected to fall to 25.1 million tonnes in 2025/26 from 28.2 million tonnes in 2023/24, reinforcing a structurally tighter market. Black Sea Export Decline: Combined Russian and Ukrainian sunflower oil exports are expected to drop by 3.0 million tonnes in 2025, disrupting traditional trade flows. Persistent Price Premiums:…
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Dagestan Sunflower Seeds Harvest Up 10.3% in 2025
Dagestan Sunflower Seeds Harvest Climbs 10.3% Year-on-Year to 3,970 Tons Key Takeaways Dagestan harvested 3,970 tons of sunflower seeds in 2025, up 10.3% from 3,600 tons in 2024. Cultivation area expanded to 3,000 hectares across six districts, with average yields of 13.1 centners/ha. Khasavyurt District dominated production with over 3,500 tons, while Kizlyar and Gunib…
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Soybean Export Fraud: 7,500 Tons Seized in Ukraine
Compliance Risk: Ukrainian authorities seized 7,500 tons of soybeans linked to forged export documentation, signaling tighter enforcement. Logistics Impact: Short-term logistical uncertainty at Odesa port as inspections and document checks intensify. Market Scope: Seized volume exceeds UAH 103 million (~USD 2.5 million) but represents a modest share of Ukraine’s soybean export capacity. Trade Flows: Blocked…
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Russian Grain Exports Gain From Inland Waterways Plan
Russia’s inland waterways: Planned river links from Siberia and the Urals to Northwest and Azov-Black Sea ports could gradually shift 5–10 MMT of grain per year away from rail, modestly reshaping regional freight flows. Kazakhstan exports: Projected grain exports of around 13 MMT in 2025/26, following a 27 MMT harvest, support continued strong Black Sea–linked…