MARKET SIGNALS TO WATCH, June 6 – 13, 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

• The new EU quotas and tariffs on Ukrainian grain did not move the prices – at least yet
• Oilseed export tax of 10%. Is it a potential shake-up of Ukraine’s oilseed crushing and trade model?
• Exports of new crop rapeseed are active, supply of 2024 crop rapeseed is falling
• Strategies: Ukraine’s ag sector is convinced so far, that value-added goods move easier across borders than raw grain
• Ukraine: Betting on the Domestic Market. The Gov’t and international donors support processing projects
• Strong outlook for the Black Sea & Danube grain harvest, but will the math work?
• Romanian officials sent shockwaves thru the market with 14-15 M mt wheat crop forecast in 2025
• Romania and the Danube courtiers can reshape the grain export game. How quickly?
• Processing crisis? Look at Argus SA Company
• Kazakhstan could emerge as a secondary supplier of niche oils and meals to Central Asia and China
• russia 2024/25 wheat exports likely to end with minimal monthly shipments
• The price of russian SFO continues to fall
• Sunflower and rapeseed sowing exceeds forecasts
• russia continues to build seed factories

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