MARKET SIGNALS TO WATCH, July 18-25

UkrAgroConsult shares key highlights from Weekly Grain & Oilseed Reports (July 18-25, 2025).
Subscribe to Black Sea & Danube Grain Report and Black Sea & Danube Oilseed Report for the detailed market coverage.
Global trends:
- Global 2025/26 pea production to grow, the main driver is russian crop recovery
Black Sea & Danube region:
- Wheat quality is reported higher y/y, but some concerns remain
- Romanian corn yield expectations are down due to drought-like weather with possible increase in demand for 2025/26 Ukrainian corn
- Harvest slowed by rain in Poland
- Black Sea & Danube: SFS is stressed by drought-like weather during the crop formation stages
- Romanian SFS price continues to rise, while yield expectations started to fade
- russia: zero SFO export tax will support farmers revenues
- CPO prices are around $ 1,000/mt
Ukraine:
- Limited farmer sales remained the key price driver
- Ukrainian Parliament did not support the lifting of export duties on rapeseed and soybeans
- Ukraine expects the largest pea crop since 2018. Early peas harvesting gives Ukraine a timing edge
- China remains a key importer of peas at about 1.5 M mt, with a potential niche for Ukraine
- Barley demand is seasonal and the price is expected to subside closer to September
- Drought in Black Sea & Danube reduces corn harvest expectations with likely increase in 2025/26 Ukrainian corn exports
- Only 1 M mt of rapeseed harvested compared to 3 M mt last year
Analytical articles are also available in the AgriSupp platform.
For almost 30 years of expertise in the agri markets, UkrAgroConsult has accumulated an extensive database, which became the basis of the platform AgriSupp.
It is a multi-functional online platform with market intelligence for grains and oilseeds that enables to get access to daily operational information on the Black Sea & Danube markets, analytical reports, historical data.
You are welcome to get a 7-day free demo access!!!
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