Category: Freight

Neutral: February canola exports rose 24% year-on-year to 808,000 tonnes, but cumulative 2025/26 shipments remain 28% below last season. Bullish: Record Canadian soybean exports of 4.49 million tonnes for August–February, driven by strong Chinese demand, underline robust global oilseed consumption. Bearish: Lower year-to-date Canadian canola exports open space for competing origins such as Black Sea…

Supportive for vegetable oil prices: Tighter palm oil export availability as Indonesia, Malaysia, and Thailand channel more supply into biodiesel programs. Near-term demand pressure: Palm oil’s weaker price competitiveness versus other vegetable oils is slowing demand, with India’s March imports down to 700,000 tonnes. Export growth momentum: Combined palm oil shipments from the top three…

Exports Ease: Ukraine’s wheat flour exports slipped 3% year-on-year to 48,300 tons in July–March 2025/26. Market Shift: EU share of Ukrainian wheat flour exports fell to 35%, with Moldova emerging as the top buyer at 14,900 tons. Import Rebound: Wheat flour imports into Ukraine rose 21% to 2,300 tons, hinting at shifting domestic supply-demand dynamics.…

Network Expansion: NIBULON has integrated Moldovan port infrastructure into its Danube River freight network, linking Ukrainian, Romanian, Moldovan, Bulgarian, and Serbian ports. Operational Scale: The first completed multi-leg voyage moved over 8,600 tons of cargo, including metallurgical slag and rapeseed, across several regional ports. Efficiency Gains: Bi-directional freight schemes with grain outbound and fertilizers inbound…

Export Surge: Russian grain exports up 52% year-on-year to 17.8 million tons as of April 3, 2026. Wheat-Led Growth: Wheat shipments jumped 63% to 11.2 million tons; corn exports doubled to 1.6 million tons. Diversified Demand: Strong buying from Turkey, Egypt, China, and African markets, with Kenya’s volumes up nine-fold. Freight Market: Black Sea vessel…

Volumes: Ukrainian Q1 2024 agricultural road exports rose 41% q/q to 333.2 thousand tons by March, the highest level since November 2023. Value-added shift: Processed products such as sunflower oil, poultry meat, sugar, and oilseed meals dominate the export mix, signaling stronger domestic processing activity. Logistics corridors: Poland and Romania remain key land routes, jointly…

Overall exports ease: Total Canadian grain, pulse, and oilseed exports slipped 2% year-on-year to 33.5 million tonnes as of March 29. Oilseeds drag volumes: Canola exports fell 23% to 5.3 million tonnes, while corn shipments plunged 73% to 0.4 million tonnes, weighing on aggregate flows. Cereals and pulses outperform: Wheat, barley, and pulses posted strong…

Grain exports up 17.5%: KTZ moved 3.3 million tons of grain for export in Q1 2026, signaling stronger regional rail-based export capacity. Broader grain loading higher: Total grain loading via the KTZ network rose 15.4% to 4.1 million tons, reflecting robust agricultural shipment activity. Overall rail cargo growth modest: Total cargo volumes edged up to…

Exports Down: Ukraine’s sugar exports are forecast to fall 19.7% year-on-year to 505,000 tons in 2025/26 MY due to EU quota restrictions and logistical challenges. Production Cut: Sugar output is projected to drop 26.3% to 1.3 million tons amid a 21.6% reduction in sugar beet area to 199,000 hectares. Trade Flows Shift: Africa (32%) and…

Bearish exports: Grain railcar unloading at Greater Odesa ports slipped to 1,240 units per day, while inbound loading rose to 1,250, widening the imbalance. Rising congestion: Railcar backlog to Greater Odesa grew by 1,109 units to 9,566, signaling mounting delays and higher demurrage risks. Limited relief: Danube ports saw a minor efficiency gain, with unloading…