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Favorable precipitation in the US, EU, Ukraine and the Russian Federation and dry weather in China and Australia will affect markets in the coming weeks
26.05.2025
The Midwest and Plains regions of the United States received heavy rainfall last week, which helped with planting, crop development, and soil moisture accumulation. Excessive soil moisture is delaying planting in some areas, but overall planting rates are higher than last year. Cool temperatures in these areas are also helping with normal spring crop development. Several cyclones will bring showers and scattered rain to the region early in the week, but temperatures will rise and...
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EU stock indices and commodity prices fall amid Trump's threats to impose 50% tariffs on European imports
26.05.2025
On Friday, President Trump tweeted that he “recommends a 50% direct tariff on goods from the European Union, effective June 1, 2025,” accusing the EU of unfair trade policies, including VAT, non-tariff barriers, currency manipulation, penalties for American corporations, and “unfounded lawsuits.” He said this leads to an annual US trade deficit with the EU of more than $250 billion. After that, European stock indices fell by 1-1.6%, American ones by 0.6-1%,...
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Soybean meal prices in China fell 14% in May, adding pressure on global soybean prices
26.05.2025
According to China's SunSets commodity analysis system, in May the country reduced imports of soybean raw materials, in particular soybean meal, and its prices on the domestic market have fallen by 13.77% since the beginning of the month. After the May holidays, soybean shipments to Chinese ports resumed, and the introduction of tariff declarations led to a decrease in soybean prices. Feed manufacturers are buying raw materials only when necessary, and domestic spot prices for...
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In Ukraine, corn sowing rates have increased, but sunflower sowing rates are still lower than last year's.
26.05.2025
As of May 23, Ukrainian farmers have sown 5.3 million hectares or 94% of the planned area with spring grain and legume crops (5.4 million tons at this time last year). Heavy rains are delaying sowing, but are helping the crops develop. Yes, on the specified date the following was sown: wheat – 215.3 thousand hectares or 95% of the planned area (compared to 252.5 thousand hectares last year), barley – 743.6 thousand hectares or 96% (782.2 thousand...
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Purchase prices for grains in Ukraine on May 23, 2025
23.05.2025
The weighted average purchase price of grains and oilseeds in Ukraine on CPT terminals, EXW elevators, CPT processors, FCA, CPT dollar, FOB, DAF, CIF The Ukrainian market remains in high demand for corn from exporters who need to buy additional volumes for shipment by June 10-15, so traders offer higher prices for large batches, especially with quick delivery. The decline in export prices for wheat has led to a sharp drop in demand prices from...
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In the 2025/26 MY, barley production in Ukraine will decrease, so producers expect prices to increase, but the market will remain under pressure from increased global feed grain production
23.05.2025
In Ukraine, the reduction in sowing areas and negative weather factors will significantly reduce barley production in the 2025/26 MY, experts from the PUSK agricultural cooperative, established within the framework of the All-Ukrainian Agrarian Council (VAR), believe. The harvest is expected to be 5.1-5.3 million tons, 40% below pre-war production levels. This will reduce supply at the start of the season, to which prices are responding by gradually rising. At the same...
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IGC experts again raise global grain production forecast for 2025/26 MY and expect global stocks to increase for the first time in 10 years
23.05.2025
In their May report, experts from the International Grains Council (IGC) raised their forecast for global grain production in 2025/26 MY by 2 million tons to 2,375 million tons compared to April estimates, which would exceed the current season's harvest (2,310 million tons) by 2.8%, in particular, the forecast for corn production - up to 1,274 million tons (1,223 million tons in 2024/25 MY). A significant increase in production is expected in the EU, Argentina, and the USA. The...
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Ukraine is introducing a state registration procedure for GMOs, similar to the one in the EU
23.05.2025
At a meeting on May 21, the Cabinet of Ministers of Ukraine adopted a resolution prepared by the Ministry of Agrarian Policy and Food on "Some Issues of State Registration of Genetically Modified Organisms", the purpose of which is to ensure the implementation of the provisions of the Law of Ukraine "On State Regulation of Genetic Engineering Activities and State Control over the Placement on the Market of Genetically Modified Organisms and Products" and to harmonize...