Category: Soybeans

Ukrainian Soybean Prices Climb; US-Uzbekistan Pact Opens Trans-Caspian Corridor Ukrainian port soybean prices strengthened to USD 416–430/t CPT-port and UAH 18,200–18,500/t as processors and exporters compete for a reduced harvest. US-Uzbekistan soybean MoU aims to expand American soy access into the Trans-Caspian region via Uzbekistan as a strategic trade gateway. Global demand backdrop remains firm…

Neutral for Black Sea flows: New Russian Far East capacity is geographically isolated from core Black Sea export routes. Supportive for Russian soy growers: Stable local demand for up to 100,000 tons of soybeans annually in the Jewish Autonomous Region. Strategic for China-Russia trade: Deepens agri-processing integration, with potential exports of soymeal and oil to…

Regulatory Shift: Ukraine has introduced a new monitoring system for soybean and rapeseed exports to verify producer data against the State Agrarian Register. Targeted Duty Exemptions: Export duty exemptions are now designed to benefit verified agricultural producers rather than trading intermediaries. Support for Farmers: Export duties paid by traders will fund a special budget to…

Supply growth: Tested soybean volume in Tatarstan reached 56,200 MT year-to-date, nearly four times last year’s level. High quality: About 99% of tested soybeans met safety and quality standards, with 82.5% categorized as food-grade. Structural shift: Soybean acreage expanded from 1,500 ha to 62,000 ha over the past decade, signaling a strategic move toward oilseed…

China is accelerating purchases of US soybeans, scheduling at least six bulk carriers from US Gulf terminals by mid-December, with a seventh vessel already en route. Beijing’s pledge to buy 12 million tonnes of US soybeans by year-end, plus nearly 2 million tonnes already booked for 2025/26, signals a structural shift in demand back toward…

Targeted Suspension: China has halted soybean imports from five specific Brazilian processing plants, not from Brazil as a whole. Quality Concern: The move follows detection of residues from a toxic pesticide approved only for seed treatment. Limited Volume Impact: Major traders like Cargill, LDC, and CHS can redirect exports from unaffected Brazilian facilities. Risk Premium:…