Category: Prices

Bearish (Food Prices): FAO Food Price Index fell 0.4% in January 2026, its fifth consecutive monthly decline, and now stands 22.7% below its March 2022 peak. Bullish (Sunflower Oil): Black Sea sunflower oil prices increased on persistent supply tightness and limited farmer sales after prior months of decline. Neutral (Wheat): Wheat prices remained broadly stable…

Bullish: Strong gains in soybean complex and rapeseed products, with CBOT soybeans, soybean meal, and rapeseed oil/meal printing weekly highs on firm crush and feed demand. Bearish: Sunflower oil FOB Black Sea and palm oil FOB Malaysia slid to weekly lows, signaling weaker export sentiment and competitive pressure in the vegetable oil space. Mixed: Diverging…

Bullish: Vegetable oil markets, led by Black Sea sunflower oil and US soybean oil, firmed with several benchmarks hitting weekly or record highs, reflecting tight supply and resilient demand. Bearish: Broad-based declines in soybean and sunflower meal prices signal weaker protein demand and margin pressure for crushers, tempering the overall bullish tone for the oilseed…

Neutral to Bearish: Refined sunflower oil producer prices declined 8% year-on-year to RUB 99,784/ton in December 2025, signaling margin pressure for producers. Regulatory Risk: Russia’s FAS launched a markup investigation across the vegetable oil retail sector, increasing potential regulatory and profitability pressures. Export Competitiveness: Softer domestic prices could improve Black Sea sunflower oil export competitiveness,…

Bearish flour market: Russian wheat flour prices fell 3–8% year-on-year in December, led by an 8% drop in second-grade flour amid ample wheat supply and softer demand. Bullish sunflower oil: Black Sea sunflower oil strengthened to $1,305/t FOB, bucking declines in rival vegetable oils and signaling firm regional demand and tighter supply. Mixed protein complex:…

Policy focus: Russia plans to launch wool exchange trading to create transparent, indicative pricing and consolidate purchasing. Underutilized capacity: Of 43,000 tons of wool produced annually, less than 10% is processed domestically, with the rest exported or wasted. Growth target: Authorities aim to increase wool production by 25% by 2030 through better logistics and aggregator…

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…