Category: Wheat

India heat stress: Record March temperatures are hitting wheat and rapeseed during critical grain filling, threatening yield potential. Export risks: Lower Indian wheat output could delay the country’s planned return to export markets, tightening global supply. Price support: Potential supply disruption from the world’s second-largest wheat producer is broadly supportive for global wheat prices. Black…

Neutral: No credible price indications or trade flows can be derived today due to a complete lack of substantive Black Sea wheat market data in the source. Cautious: Market participants should avoid relying on this update for pricing or risk decisions until verifiable quotes or news are provided. Market Overview No actionable Black Sea wheat…

Prices Stabilize: Ukrainian milling wheat prices held steady at USD 213-219/t CPT (Greater Odessa) and USD 211-218/t CPT (Danube) as of February 26 after the prior week’s rally. Supportive Fundamentals: Low domestic grain availability and solid buyer demand are underpinning current price levels. Global Headwinds: Strong international competition and abundant global wheat supply are limiting…

Russian wheat exports trimmed: 2025/26 MY wheat export forecast cut by 0.3 MMT to 45.4 MMT as EU origins gain competitiveness. Grain exports overall steady: Total Russian grain exports for 2025/26 seen at 55.1 MMT, up 0.1 MMT vs. January on stronger barley and corn. Coarse grains offset wheat weakness: Barley and corn export forecasts…

Volume Secured: Algeria’s OAIC bought about 600,000 tons of milling wheat in its February 25 tender. Price Level: Purchase prices ranged between $259 and $260 per ton C&F. Origin Shift: Black Sea suppliers (Ukraine, Romania, Bulgaria) dominated, while Argentine wheat was largely absent. Delivery Window: Shipments set for April 16–May 31, 2026 for European/Black Sea…

Moderating wheat growth: Russian wheat exports for February 1–20 rose 10.6% year-on-year to 1.66 million tons, but momentum has slowed sharply from nearly 50% growth in early February. Quota and geopolitics constrain flows: The export quota effective February 15 and ongoing geopolitical constraints are capping export growth and limiting upside for shipments. Mixed grains picture:…

EU wheat exports up 10%: Shipments reached 15.38 mln t in 2025/26 MY as of Feb 22, supported by strong Romanian and French exports. Romania leads EU shipments: Romania exported 4.93 mln t of wheat, ahead of France at 4.23 mln t, consolidating its Black Sea export role. Barley exports surge: EU barley exports jumped…

Wheat prices firming: Ukrainian wheat values moved higher on stronger trader demand and supportive export dynamics. Quality premium widening: Buyers are paying up for high-quality milling wheat, signaling tighter supplies of top-grade material. Stable processing activity: Processors maintain existing raw material volumes, limiting aggressive price moves from the industrial side. Clear grade differentiation: A consistent…

Record wheat acreage: MHP Central Hub sowed over 25,000 ha of wheat for the 2026 harvest, the highest in company history. Healthy oilseed crops: More than 8,900 ha of winter rapeseed for the 2025 harvest are currently in good condition. Diversified 2026 plans: The hub plans 52,000 ha of corn, 22,000+ ha of high-oleic sunflower,…

Exports Rising: Ukraine’s wheat exports are forecast to reach 17.6 million tons in 2025/26, an 11.5% year-on-year increase, boosting global supply from the Black Sea region. Production Recovery: Wheat output is projected at 23.1 million tons, up 2.9% from the prior season, supported by a 4.8% expansion in sowing area to 5.1 million hectares. Soft…