MARKET SIGNALS TO WATCH, August 25 – September 02

UkrAgroConsult shares key highlights from Weekly Grain & Oilseed Reports (August 25 – September 02, 2025).

Subscribe to Black Sea & Danube Grain Report and Black Sea & Danube Oilseed Report for the detailed market coverage.

Black Sea & Danube region:

• SE Europe wheat more upside vs other region
• Hungary wheat crop is bigger y/y, prices modestly supported
• Egypt is at risk of record wheat imports in 2025/26. FR/RO/RU supply intensifies competition
• Serbia–Egypt FTA: live 1 Sep 2025
• Weak drivers for RO winter planting (moisture, price, input costs)
• Low domestic grain bids in Poland with farmers’ focusing on subsidy push
• Serbia corn yields are cut by heat
• EU board weakness only partly transmits to UA and RO cash
• SFS remains strong as liquidity is thin and crushers are short nearby
• Dry topsoil in August may hurt winter RPS seeding

Ukraine:

• SFS harvest advancing with yield below 1 mt/ha
• Tight SFS flow keeps crushers paying up
• Rapeseed harvest exceeds 3.4 M mt
• Winter rapeseed sowing toward 500 K ha by early Sep
• SFO prices rising despite new sunseed harvest
• Wheat yield near 5-yr average
• Milling wheat prices slip on russian supply

Analytical articles are also available in the AgriSupp platform.

Tags: Ukraine, wheat, sunflower oil, sunseed, harvest, rapeseed, corn, crop forecast, grain, Danube region, Romania, price, EU, Oilseed, soybean, Black Sea region