Category: Corn

Bullish: Ukrainian feed corn prices climbed by 100–300 UAH/t over the past week, supported by strong domestic and export demand and limited farmer selling. Bullish: Southern region prices reached 10,000 UAH/t CPT, reflecting premiums linked to export corridor access and firm international corn markets. Bullish: Tight on-farm supplies and aligned domestic/export trends suggest upward price…

Key Takeaways Corn harvest in Ukraine has reached 28.914 million tonnes (92% of forecast), with limited upside to final volumes. Weekly harvesting pace has slowed sharply, signaling the campaign is effectively in its final stage. Average corn yield stands at 71.7 centners/ha across 4.033 million ha, supporting stable export availability. Total grain and legume production…

Corn Surge: Russian corn exports to China jumped 2.9x in 2025 to a record 444,000 tons worth $107.6 million, signaling stronger Russian presence in Asian feed markets. Wheat Collapse: Wheat shipments to China plunged 5.7-fold to 60,600 tons, their lowest level since 2022, highlighting shifting Chinese demand or stronger competition from other origins. Mixed Grains:…

Indonesia Corn Market Update: Bulog Expands SPHP Program Massive program scale-up: Bulog plans to distribute 500,000 tonnes of corn in 2026 under the SPHP scheme, a tenfold increase from 2025’s 51,200 tonnes. Domestic procurement drive: Up to 1 million tonnes of corn will be purchased from local producers to strengthen Indonesia’s strategic reserves. Feed price…

Bullish: Ukrainian feed corn bid prices at ports increased by 2–3 USD/t as buyer interest outpaced available grain supply and currency moves added upward pressure. Bearish: War-related logistics constraints, subdued export activity, and strong competition from other global suppliers are capping further price gains. Ukrainian Corn Market Update Ukrainian feed corn export prices strengthened modestly…

Corn seed imports jump 40%: Rostov Region corn seed imports rose to 16.2 tons in 2025, signaling stronger planting intentions and mildly bullish sentiment for future corn production. Sunflower and vegetable seeds decline: Sunflower seed imports fell 20% to 25 tons and vegetable seeds slipped 6% to 32 tons, suggesting a possible shift in acreage…

Potential EU tariffs on US corn would affect only 300,000–400,000 tons, mainly Spanish imports. Historical EU practice is to exempt corn in trade disputes to protect Spain’s livestock and feed sector. Even in a tariff scenario, incremental demand for Ukrainian corn in the EU would be marginal. Overall impact on Ukrainian corn exports is assessed…

Bullish: New 3 million ton Kazakhstan corn processing plant creates sustained export demand for Russian corn, particularly from Saratov. Bullish: Kazakhstan’s corn deficit and falling stocks support stronger pricing for regional producers tied to industrial processing demand. Bullish: Russian corn gains a replacement outlet for volumes previously shipped to Iran, underpinning export flows into 2027.…

Production growth: Indonesia’s 2025 corn output rose 6.44% year-on-year to 16.11 million tonnes, supported by expanded acreage. Acreage expansion: Harvested area increased 6.73% to 2.72 million hectares, underpinning the production gains. Short-term outlook: December 2025–February 2026 production is forecast at 4.22 million tonnes, up 0.71% from the prior year. Trade impact: The increase is neutral…

Bearish: Ukrainian feed corn export prices declined USD 1–2/ton amid a stronger global supply outlook and USDA’s upward revisions to US and Chinese production. Supportive: Farmer reluctance to sell and stable buyer demand in Ukraine are helping to limit further price erosion despite geopolitical and global market pressure. Global Competition: South Korean tenders favoring South…