Category: Prices

Bearish: Sunflower oil FOB Black Sea fell $35.00/t to $1,210.00/t, hitting a new minimum and signaling pressure from weak demand or ample supply. Bullish: Rapeseed meal FOB EU jumped $30.30/t to $293.24/t, while palm oil and Asian soybean products hit new highs on tight regional supply and firm demand. Mixed: Soybean complex showed regional divergence,…

Palm oil rally: Malaysian FOB palm oil surged to a new high of $1,104.45/t, supporting firmer prices across Asian vegetable oil markets. Meal weakness: Rapeseed meal FOB EU fell sharply by $20.02/t to $262.94/t, signaling pressure on European crush margins. Mixed soy complex: Brazilian soybeans and some soy oils declined while US CBOT soybeans and…

Bullish: Rapeseed oil, palm kernel oil, and coconut oil hit fresh highs, while sunflower and rapeseed meals strengthened, underscoring robust demand for vegetable oils and protein meals. Bearish: Brazilian soybean oil and several soybean meal benchmarks softened, highlighting regional oversupply and pressure on South American crush margins. Mixed: Divergent moves between Black Sea, EU, US,…

Bearish: Sunflower oil FOB Black Sea dropped $30/t to $1,220/t, setting a new low and signaling regional oversupply or weaker export demand. Bullish: Soybean complex and rapeseed oil/seed prices strengthened across major origins, with several benchmarks hitting new maximums or weekly highs. Mixed: Palm and coconut oils showed modest gains or stability, underscoring divergent trends…

Policy shift: Russia is redirecting agricultural cooperatives from marketing and processing toward cost reduction for small producers. Stable support: The government maintains 3.5 billion rubles annually for agricultural cooperatives in 2025–2026. Service focus: Cooperatives now emphasize shared accounting, equipment, technology access, and niche product development. Standardization: Unified production standards and packaging are becoming prerequisites for…

Prices: Rye bread +13.4% and wheat bread +11.2% in early 2026, with average bakery products at 100–117 rubles/kg. Supply shift: Rye acreage down nearly 30%, driving a 10.3% year-on-year fall in rye flour production. Costs: Logistics now up to 25% of finished bread costs in some regions, alongside rising energy and labor pressures. Demand: Consumption…

Policy Focus: Russia is preparing mandatory exchange standards for small-scale wholesale fuel sales to let farms, gas stations, and industrial buyers access diesel and gasoline directly from producers. Cost Pressure: Early January 2026 diesel and gasoline price increases highlight persistent fuel cost pressure for agricultural and industrial consumers. Potential Relief: Cutting trader markups via direct…

Bullish: Rapeseed oil and meal led gains, with EU rapeseed complex hitting weekly highs and palm oil strengthening across origins. Bearish: Black Sea sunflower oil and Western Hemisphere soybean markets softened, highlighting pressure on export-oriented origins. Mixed: Soybean oil and meal showed regional divergence, creating potential arbitrage opportunities between EU, American, and Asian markets. Global…

Bullish: Chinese palm oil RBD and rapeseed oil in the EU advanced on tightening availability and firm regional demand. Bearish: Black Sea sunflower oil and global meal prices softened on ample supply and weaker feed demand signals. Global Vegetable Oils and Oilseeds Update – January 19, 2026 Vegetable oil and oilseed markets showed mixed movements…

Platform Launch: Russia’s National Commodity Exchange has opened anonymous spot trading for Grade 4 wheat (12.5% protein) with standardized CPT Novorossiysk delivery terms. Logistics Tracks: Two delivery options are available: rail (70-ton minimum lot) and road (30-ton minimum lot) to key Black Sea terminals KSK, NZT, and NKHP. Seller Incentives: Zero commission for sellers, priority…