Category: Corn

Bullish Corn: Ukrainian corn exports surged 42% month-on-month and 41% year-on-year in early February 2026, signaling strong demand and efficient export logistics. Bearish Wheat: Wheat exports dropped 57% year-on-year, highlighting weaker demand or constrained supply relative to other exporters. Grain Complex: Total grain exports (corn, wheat, barley) rose 33% versus January 2026, with corn increasingly…

AGROTRADE Group has resumed corn harvesting in Ukraine’s Sumy region after weather-related delays. About 1,200 hectares remain to be harvested in cluster 3, roughly 10% of the company’s total corn area. Operations are taking place in challenging conditions just 20 km from the Russian border. Market impact is assessed as neutral to slightly bearish due…

Neutral: Insufficient market data was available in the source material to support a reliable bullish or bearish view. Data Gap: The referenced publication included only structural elements (e.g., table of contents) without concrete figures on prices, volumes, or market drivers. Requirement: A meaningful update requires actual market content such as price levels, changes, volumes, tenders,…

Prices Rising: Ukrainian feed corn gained UAH 100-200/t week-on-week, trading mostly at UAH 8,900-9,500/t CPT, with southern regions up to UAH 10,200/t CPT. Strong Demand vs. Tight Supply: Domestic processors and export traders are competing for limited farmer offerings as producers hold back stocks, expecting further price gains. Bullish Market Tone: Export-driven demand, logistical advantages…

US corn gains EU ground: US corn shipments to the EU rose by 6.5 million tons between 2023/24 and 2024/25, while Ukrainian exports fell by 7.5 million tons, signaling a major reshaping of Atlantic trade flows. Trade deals lock in US market access: New US agreements with Japan, South Korea, and Southeast Asian buyers secured…

Bullish: Ukrainian feed corn prices at Black Sea ports gained USD 1-2/t week-on-week to USD 207-217/t CPT on tight farmer selling and strong buyer competition. Bearish: USDA’s unprecedented upward revision to U.S. 2025 corn acreage triggered a 5.4% futures drop and heightened uncertainty around official supply data. Volatility: Eroding confidence in USDA statistics may shift…

Bearish: Ukrainian corn exports are down nearly 30% year-on-year, with July–January shipments at their lowest since 2017–2018, signaling weaker export performance. Supportive for prices: Reduced export pace and a cut in Sovecon’s full-season forecast point to tighter Ukrainian supply availability, limiting downside pressure on Black Sea FOB corn prices. Risk Factors: Late harvest, Black Sea…

FOB prices cut sharply: Ukraine’s minimum corn export price on a FOB basis for February dropped to USD 0.158/kg from USD 0.172/kg, an 8% month‑over‑month decline. CPT prices also lower: Minimum CPT basis price for corn was reduced to USD 0.162/kg from USD 0.167/kg, easing domestic export floor levels. Multi‑month lows: The new FOB corn…

Corn holds 2nd place in Ukrainian agricultural export revenue for 2025, unchanged from 2024. EU market share declines after the reinstatement of quotas and import duties on Ukrainian farm goods. Soybeans move up to 4th place in export rankings, displacing rapeseed from the top five. Export diversification accelerates as Ukraine seeks alternative buyers beyond the…

Slower Export Pace: Ukraine’s total grain exports for 2025/26 MY are down 27% year-on-year at 19.38 million tons as of February 6. Corn-Dominated Flows: Corn made up 98% of February shipments at 463,000 tons, while wheat exports nearly stopped at just 6,000 tons. Seasonal Weakness: February grain exports of 473,000 tons are 38% lower than…