MARKET SIGNALS TO WATCH, August 4 – 11

UkrAgroConsult shares key highlights from Weekly Grain & Oilseed Reports (August 4 – 11, 2025).

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Black Sea & Danube region:

• If possible, don’t sale early positions of high-quality wheat due to projected drop in quality
• Black Sea & Danube region: domestic fundamentals pulling up grain prices, global benchmarks pulling down
• Demand for quality wheat remains stable growing. Milling/feed spread increased sharply

• Farmers shifting to winter crops mainly wheat after corn failures
• Wheat quality after rains is higher than expected
• Black Sea & Danube: regional oilseed prices will be influenced by weather-driven yields and large global production
• Romania: UkrAgroConsult corrected SFS 2025 estimations down to 2 MMT. Rumored even lower SFS production
• Rapeseed crushers and farmers: Who wins?

Ukraine:

• Demand for quality wheat remains stable growing. Milling/feed spread increased sharply
• Ukraine wheat exports were 732 K mt in July. The EU duty-free quota was exhausted by almost 40%
• Ukraine is competing with cheaper Russian wheat in the Egyptian market
• Demand from Southeast Asia is growing. However, Indonesia may limit supplies of lower quality wheat
• Rapeseed prices are rising due to limited supply and high demand. Further growth is expected due to the late arrival of SFS and SB harvests
• Price spread of 2024 and 2025 SFS narrows
• A delayed soybean harvest and record exports of soybean meal and oil are supporting the domestic market

Analytical articles are also available in the AgriSupp platform.

Discover more about аgri market developments at the 11 International Conference BLACK SEA OIL TRADE on September 23 in Bucharest! Join agribusiness professionals from 25+ countries for a powerful start of the oilseed season!

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