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China imposes 75.8% temporary tariff on Canadian canola, sending futures down 4.6%
13.08.2025
China's Ministry of Commerce said that the anti-dumping investigation initiated in September 2024 found that Canada's agricultural sector, particularly the rapeseed industry, benefited from significant government subsidies and preferential policies, so starting from August 14, 2025, China will impose preliminary anti-dumping duties on imports of Canadian rapeseed at a rate of 75.8%. This came as a complete surprise to the market, and November canola futures fell 4.6%...
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USDA raised its forecast for US corn production by 26 million tons, which greatly improved the global balance for 2025/26 MY, causing quotes to fall by 3.6-3.8%
13.08.2025
The USDA's August report came as a big surprise for the corn market, especially the American one, as experts sharply increased the forecast not only for yield, but also for the area sown in the US, as a result of which the estimate of US production was increased by 26 million tons, although analysts expected an increase of 7 million tons. The USDA raised its forecast for U.S. corn yields from 181 to 188.8 bushels/acre (11.79 t/ha), while analysts had expected an increase to...
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USDA again lowered forecasts for global wheat production and stocks, but quotes fell under pressure from falling corn prices
13.08.2025
In the August supply and demand report, USDA experts lowered the forecast for global wheat production and ending stocks for the 2025/26 MY to the lowest level since 2015/16. Despite the worsening balance, wheat stock quotes fell by 1-2% and are trading 3.7-7% cheaper than a month ago, responding to the “explosive” updated world corn balance, in which USDA experts immediately increased the production forecast for the US by 26 million tons. September wheat...
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Purchase prices for grains in Ukraine on August 12, 2025
12.08.2025
The weighted average purchase price of grains and oilseeds in Ukraine on CPT terminals, EXW elevators, CPT processors, FCA, CPT dollar, FOB, DAF, CIF Sunflower prices in Ukraine have risen sharply amid a shortage of sunflower oil supply on the domestic market, as well as information about very low yields in the fields of the southern regions, where sunflower harvesting has already begun. Palm oil quotes have risen without responding to rising production and inventories in Malaysia and...
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Delay in tariffs and Trump's call for China to buy more soybeans from the US supported soybean quotes
12.08.2025
US President Trump has postponed the introduction of new tariffs on Chinese goods, which were due to take effect on August 12, for another 90 days, Reuters reports. President Trump also wrote on social media that "China is concerned about the soybean shortage. Our wonderful farmers produce the strongest soybeans. I hope China will quickly quadruple their soybean orders..." This information led to an increase in soybean quotes, as traders hope that China will...
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Sunflower prices in Ukraine break records at the end of the 2024/25 season
12.08.2025
Decreasing inventories and active demand for sunflower oil at the end of the season pushed sunflower prices in Ukraine to their highest levels since the beginning of the 2024/25 season. Due to the shortage of sunflower, many factories in Ukraine switched to processing soybeans and stopped at the end of the season to prepare for the new season or switched to processing rapeseed, which led to a shortage of sunflower oil supply on the domestic market for producers of refined and...
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Palm oil quotes rose 3% despite increased production and stocks
12.08.2025
According to the Malaysian Palm Oil Board (MPOB), in July, Malaysia's crude palm oil production increased by 7.09% compared to June to the highest level since September 2024 at 1.81 million tonnes, while exports only increased by 3.82% to 1.31 million tonnes after a sharp decline in June. Thus, palm oil stocks in Malaysia rose again by 4.02% in July to an almost two-year high of 2.11 million tons, but traders expected an even greater increase, so futures rose...
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Wheat prices in Ukraine fall under pressure from reduced yields and deteriorating quality, while global quotes remain stable pending the USDA report
12.08.2025
Wheat stock quotes remain stable during the week in the absence of fundamental news and in anticipation of the August USDA report, but in Ukraine prices are being pressured by uncertainty about the quality and quantity of the new crop. Significant precipitation in western and northern Ukraine has worsened grain quality and increased the share of feed and substandard grain, as well as reduced yield potential. Export purchase prices for feed wheat decreased by another...