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The rise in oil prices above $100/barrel has significantly supported oilseed prices, especially rapeseed, but the improved forecast for the global oilseed harvest to a record level limits further price growth.   The forecast for global rapeseed production in 2026/27 MY has been increased by 1.86 million tons to a record 99.97 million tons (96.04 million tons in 2025/26 MY and 86.28 million tons in 2024/25 MY), due to an increase in the harvest forecast in Australia by 1 million tons...

According to the Rosario Grain Exchange, Argentine farmers have stepped up soybean sales amid a sharp rise in prices caused by increased demand from China and forecasts of a reduced harvest in the United States.   Between August 27 and September 2, 1.03 million tons of soybeans from the 2025/26 harvest were sold, which was the highest weekly figure since late July, Reuters reports.   The increase in soybean prices is being driven by rising oil prices caused by the war...

The Ministry of Economy and Environment of Ukraine, by Order No. 1369 of September 10, 2026, sharply increased the minimum export prices applied to agricultural products subject to the export support regime.   Compared to August, the minimum price on the CPT basis for wheat was increased from $122/t to $146/t, for barley - from $141/t to $146/t, for corn - from $119/t to $195/t. For corn, indicative levels on other bases were revised, in particular, on the DAP basis the minimum...

On Friday, USDA experts significantly raised crop forecasts in Australia and Canada and increased the forecast for global wheat production and ending stocks in the 2026/27 MY , which increased pressure on quotes, which have been falling for two weeks in a row.   Wheat prices on US exchanges fell another 1.2-1.8% in the week, but are still trading 2.9-4.6% higher than a month ago. The low export rates indicate that importers are expecting increased supplies from Australia and...

Grain and oilseed procurement prices in Ukraine are showing mixed dynamics. The new harvest is increasing pressure on corn prices in Ukraine, with declines of UAH 300–900/t recorded on some delivery bases over the past week. The pressure is particularly noticeable in central regions, where the start of the corn harvest is increasing supply while limited storage capacity is encouraging producers to sell grain more actively. High transportation costs to ports and other export channels are...

The unexpectedly rapid capture of the entire territory along the Bab el-Mandeb Strait and the transfer of control of the passage of ships through the Bab el-Mandeb Strait to the pro-Iranian Yemeni Houthis virtually stopped oil supplies from Saudi Arabia and led to a sharp jump in oil prices.   November Brent crude futures fell 3.5% on Friday amid profit-taking after a rise, but overall rose 9.4% for the week to $105/barrel (+20.5% for the month).   Friday's price drop...

The sharp increase in oil prices remains the main driver of oilseed price increases in recent months, but the record oilseed production forecast for the 2026/27 MY will lead to an oversupply of markets and a price pullback.   In a September report, USDA experts again increased their forecast for global oilseed production in the 2026/27 MY, in particular the rapeseed and sunflower harvest, which led to a decrease in rapeseed and soybean quotes on Friday.   The overall world...

In the September WASDE report, USDA experts lowered the forecast for the corn harvest in the US and globally, and also reduced the estimate of world stocks, but quotes fell only slightly after the report was released, as analysts expected a more significant decline in forecasts.   The main changes in the world balance occurred due to adjustments to estimates for the USA. At the same time, USDA experts did not lower the forecast for corn exports from Ukraine at all, although shipments...