Category: Freight

Exports collapse 98%: Ukrainian oat exports totaled just 721 tons in Jan–Feb 2026, a 98% year-on-year decline. Major buyers withdraw: Turkey and India, which together accounted for over 94% of December 2025 shipments, have fully suspended purchases. Domestic prices stable: Despite the export shock, domestic oat prices remain steady at UAH 8,900–10,500/t CPT-port. Bearish for…

Volumes: Ukrainian agricultural road exports fell to 50,600 tons over March 1–5, around 24% below February’s average daily pace. Product mix: Processed, value-added goods dominate flows, led by sunflower oil, poultry, and soybean meal, supporting exporter margins despite lower tonnage. Logistics: Polish and Romanian corridors via Porubne, Dyakovo, Krakovets, Rava-Ruska, and Yagodin remain critical bottlenecks…

Asset Transfer: Ukraine has formally confiscated and reassigned 1,592 Russian-owned freight railcars to JSC Ukrzaliznytsia. Sanctions Enforcement: The assets belonged to sanctioned Russian leasing and financial entities, including VEB-Leasing and Sberbank-linked firms. Logistics Capacity: Additional rolling stock is expected to modestly improve Ukraine’s rail logistics for agricultural exports. Market Impact: Overall effect is neutral to…

Modernization: Ukraine has launched automated import customs processing for AEO-certified operators, aligning with EU best practices. Efficiency: Automated processing aims to cut clearance times and administrative costs for agricultural freight, including inputs and equipment. Adoption: Over 6.5% of export declarations were processed automatically in February 2024, with coverage now extended to imports and temporary imports.…

Zero duties extended: Russian wheat, barley, and corn export duties remain at 0% for the ninth consecutive week (effective March 11–17). Firming prices: Wheat and corn indicative prices increased week-on-week, while barley edged slightly lower. Competitive exports: Duty-free regime and current price levels keep Russian grain highly competitive in Black Sea export markets. Stable planning…

Bearish logistics impact: Ukrzaliznytsia’s grain railcar fleet is projected to shrink by 73% from 2,600 to about 700 units by end-2025. Peak-season bottlenecks: Accelerated withdrawals of 500 cars per month from May–July threaten rail capacity during Ukraine’s critical grain export window. Funding constraints: Repairs have halted due to budget shortfalls, with long-term shipper contracts proposed…

Exports at 4-year low: Australian canola shipments fell 18% year-on-year to 1.86 million tonnes in Oct–Jan 2025/26, the weakest level since 2021/22. EU and Pakistan demand slumps: EU imports from Australia dropped 35% to 1.12 million tonnes, while Pakistan halted purchases entirely from 342,000 tonnes a year earlier. Trade flows pivot to Asia and Middle…

Palm oil export surge: Indonesia and Malaysia shipped 4.04 million tonnes of palm oil in January 2025, up 1.4 million tonnes year-on-year, driven by tighter Argentine soybean oil supplies. Demand rotation: India, China, and Egypt sharply increased palm oil imports, signaling substitution away from other vegetable oils, including Black Sea sunflower oil. Pressure on Black…

Hungary leads: Rail grain exports to Hungary averaged 64.9 railcars per day in February, maintaining its position as the top destination. Broad-based growth: All major western border crossings saw month-on-month increases in daily grain railcar volumes. Poland momentum: Poland recorded the largest percentage gain, adding 5.4 railcars per day to reach 14.6 railcars daily. Logistics…

Kazakhstan’s agricultural exports surged 37% year-on-year to $7 billion in 2025, underscoring strong international demand. Value-added capacity is rising, with processed agricultural exports climbing 35% to $3.6 billion. Strategic crop diversification cut wheat area by 900,000 ha while expanding oilseeds and legumes, reshaping Black Sea supply dynamics. Record oilseed output of 4.8 million tons positions…