Category: Freight

Neutral to Slightly Bearish for Black Sea: China’s growing role as a soybean oil exporter increases competition in key Asian markets traditionally supplied by Black Sea origins. Supportive for Palm Oil: Strong growth in Chinese palm oil imports signals sustained demand for cheaper vegetable oil alternatives over premium Black Sea oils. Moderately Supportive for Sunflower…

Top-5 exporter status: Agroprosperis shipped 3 million tons of grain and oilseeds from Ukraine in 2025, securing a leading role in the country’s export hierarchy. Domestic processing growth: An additional 20,000 tons of oilseeds were processed for the local market, signaling diversification beyond pure export flows. Logistics resilience: Sustained volumes via Black Sea export corridors…

Bearish logistics: Ukrainian grain rail exports to the EU fell sharply in 2025, with overall volumes via key land corridors down to about 1.45 million tons. Route disruption: Rail transfers to Poland and Romania plunged 77% and 88% respectively, signaling severe pressure on traditional western export routes. Cost pressure: Reduced rail capacity and higher dependence…

Export Surge: Kazakhstan’s feed meal exports jumped 157% year-on-year to 2.65 million tons in Jan–Nov 2025. China-Driven Demand: China absorbed 98.9% of volumes, importing 2.62 million tons versus 1.02 million tons a year earlier. Regional Growth: Tajikistan, Uzbekistan, and Russia all expanded purchases, supporting broader regional trade flows. Logistics Impact: Strong eastbound rail flows to…

Expansion: Ukraine opened 19 new agricultural export markets in 2025 across North America, Asia, the Balkans, and the Middle East despite ongoing war conditions. Product breadth: New access covers eggs, dairy, peas, fishery products, feed and non-food animal products, poultry, processed foods, and apples. High-value destinations: China, Canada, Oman, Kuwait, Malaysia, and Chile enhance Ukraine’s…

Export slowdown: Ukraine’s agricultural exports fell 8.8% in 2025 to $22.53 billion, reducing foreign currency inflows. EU pivot: The EU share of Ukrainian agro-exports dropped below half, to 47.5% ($10.7 billion), amid logistics and regulatory shifts. Trade balance pressure: Ukraine’s agricultural trade surplus with the EU narrowed sharply from $8.87 billion to $6.06 billion. Sector…

Export Growth: Russian agricultural exports to China reached $6.7 billion in Jan–Nov 2025, up 14% year-on-year, reinforcing China’s role as Russia’s top food buyer. Rapeseed Oil Surge: Rapeseed oil shipments to China jumped 42% to exceed $1.2 billion, becoming the second-largest agricultural export after frozen fish. Commodity Concentration: China remained the largest buyer of Russian rapeseed oil,…

Policy push: Kazakhstan has formally requested China to accelerate inspections and expand both eligible regions and product lists for agricultural exports. Operational readiness: Kazakh authorities and companies confirmed they are prepared to meet Chinese phytosanitary and documentation requirements. Logistics impact: Expanded Kazakhstan–China trade could modestly ease competition for Black Sea export capacity over the medium…

Russian wheat exports raised: SovEcon increased its 2025/26 wheat export forecast to 44.6 million tonnes, lifting total grain exports to 52.9 million tonnes. Near-record shipment pace: November and December wheat exports reached 5.1 and 4.2 million tonnes respectively, near all-time monthly highs. Margins turn positive: Falling domestic prices and stable $230/tonne FOB values have shifted…

Bullish: Millet demand prices at Ukrainian ports surged 60% over the final four months of 2025, signaling tightening supply and/or stronger export demand. Market Signal: The sharp price rally may indicate broader tightness in specialty grain markets and improved revenue prospects for Ukrainian millet producers. Millet Prices Surge at Ukrainian Ports According to APK-Inform monitoring,…