MARKET SIGNALS TO WATCH, June 20 – 27, 2025

CONTENT Black Sea & Danube Grain / Oilseed Report:
Black Sea & Danube Grain Report: https://ukragroconsult.com/en/publication/black-sea-danube-grain-report/
Black Sea & Danube Oilseed report: https://ukragroconsult.com/en/publication/black-sea-danube_vegoil-report/
All articles are available in the AgriSupp platform: https://agrisupp.com/en
Ukraine
- Harvest in Odesa region began two weeks ahead of schedule
- Mass harvest of 2025 crops is now underway in Odesa, Mykolaiv, Kherson, and Dnipropetrovsk, with winter wheat, barley, peas, and rapeseed already being cut
- Harvest starts early in the south, crop conditions remain favorable in the north
- Winter barley is fully ripe and being harvested actively across southern regions
- Spring frosts and soil moisture deficit caused localized crop losses, especially in early sown cereals
- Despite earlier concerns, winter crops in Sumy region are in good condition — recent light rainfall had no major impact
- Rapeseed harvest started in Odesa and Mykolaiv — but initial yields are disappointing
- Export of soybeans and soybean products remains high in June — showing firm demand, especially in EU and Middle East markets
- Export duty back on the table: Ukraine revisits 10% tariff on soy and rapeseed
Black Sea & Danube region
- Farmers are caught between weather risk, weak demand, and mounting storage costs/logistics challenges
- The Black Sea may harvest big — but will it sell well?
- Extreme weather has reversed early optimism, likely slashing yield potential for wheat, barley, corn
- The war premium is fading — and fundamentals are back in charge
- Black Sea sunflower: stability before the storm?
- Romania extended the import license system for Ukrainian agri-products until Dec 31, 2025
- Poland: Gdynia agri-export hub can be developed into regional grain logistics leader
- Wheat imports to North Africa are forecast at 30.5 M mt in 2025/26, up 15% vs 2019/20
- russia expanded its wheat share in Egypt, and gained a foothold in Algeria and Morocco after the war started in Ukraine
- Morocco — hit hard by droughts in 2020 and 2022 — became one of the top wheat buyers globally
- Tunisia is returning to Ukrainian wheat, giving exporters another chance to rebuild lost market share
- Sunflower area hits a new high – again more than earlier forecasted
Read also
BLACK SEA OIL TRADE: Straight Talk on the 2024/25 Season and 2025/26 Projections
EU increased duties on imports of agricultural products and fertilizers from Russi...
IMF approves new $500 mln tranche for Ukraine
USDA increased its estimate of U.S. soybean stocks and slightly reduced its estima...
EU rapeseed processing falls to three-year low as processors switch to soybeans
Write to us
Our manager will contact you soon