Category: Soybeans

Ukrainian soybean export prices declined to USD 432–440/t CPT port under strong external market pressure. Global drivers include falling crude oil prices, increased Brazilian soybean exports, and accelerated U.S. sowing. Domestic supply remains severely limited despite a recent acceleration in Ukraine’s soybean planting pace. Processing plants dominate domestic demand and are actively pushing acquisition prices…

South Korea’s MFG booked 50,000 tons of soybean meal via an international tender on May 7, 2024, securing 83% of its initial 60,000-ton target. COFCO won the full volume at a price of $414.79 per ton C&F, with delivery to South Korea scheduled in a single shipment by August 3, 2024. South American origin is…

Preferential exports steady: Nearly 2 million tons of soybeans and rapeseed shipped since September 2025 under Ukraine’s preferential regime, generating UAH 3.5 billion in transactions. Seasonal slowdown: April exports declined in line with the typical end-of-marketing-year pattern, with rapeseed export activity expected to pick up again from July. Fiscal contribution: The program delivered UAH 1.8…

Bullish: Tight Ukrainian soybean availability and localized supply constraints supported a USD 3-5/t price increase to USD 439-450/t CPT port. Bearish: An 18% decline in April export shipments and strong competition from South American soybeans are limiting demand and upside price potential. Logistics Risk: Ongoing disruptions to Ukrainian port infrastructure from Russian shelling continue to…

Export Surge: Russian soybean meal exports jumped 91% year-on-year in Q1 2026 to 230,000 tonnes, the second-highest Q1 on record. Regional Demand: CIS markets absorbed 68% of volumes, led by Uzbekistan (70,000 tonnes) and Belarus (50,000 tonnes), while Turkey and China saw multi-fold growth. Capacity Expansion: Increased crushing capacity and shifts from sunflower/rapeseed to soy…

Soybeans Bearish: EU soybean imports are down 10% to 10.54 million tonnes, pressuring demand for US and Brazilian exporters. Rapeseed Bearish: Rapeseed imports plunged 29% to 4.12 million tonnes, despite Ukraine remaining the top supplier. Sunflower Bullish: Sunflower seed imports jumped 46% to 758,000 tonnes, with strong flows from Moldova and Argentina. Meal Mixed: Soybean…

Bullish: US biofuel-driven crushing surge lifts global soybean oil production to a record 70.4 million tonnes in 2025/26. Bearish: Rising domestic use in producing countries cuts global soybean oil export availability by an estimated 800,000 tonnes. Neutral to Slightly Bearish Black Sea: Strong US supply curbs import demand, but tighter export flows may support alternative…

Bullish: Ukrainian soybean export prices rose to USD 435-445/t CPT port, supported by stronger crude and vegetable oil markets and robust US processing demand. Bearish: New-crop Brazilian soybeans are entering key Ukrainian export markets like Turkey at competitive prices, pressuring Ukrainian premiums and market share. Ukrainian Soybean Market Update Ukrainian soybean export prices moved higher…

Regulatory shift: Ukraine plans to link soybean and rapeseed export duty exemptions to verified origin and yields recorded in the State Agrarian Register. Time-sensitive exports: Carryover stocks from the 2025/2026 season must be exported by June 30, 2026 (rapeseed) and August 31, 2026 (soybeans) to retain duty-free status. Yield caps: Duty-free eligibility is limited to…

China’s soybean imports up 4.7%: October–March 2025/26 arrivals reached 42.2 million tonnes, driven by strong demand for feed and crushing. Brazil dominates supply: Brazil’s market share climbed to 63% with 26.6 million tonnes, offsetting a collapse in U.S. shipments to just 3.3 million tonnes. Black Sea diversification: Russian soybean exports doubled and flaxseed shipments to…