MARKET SIGNALS TO WATCH, November 10 – 17

UkrAgroConsult shares key highlights from Weekly Grain & Oilseed Reports (November 10 – 17, 2025).

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

Black Sea & Danube region:

• Forecast for Argentina’s 2025 wheat crop increased to 24.5 M mt, up from 23 M mt previously
• Coming weeks will clarify to what extent buyers will reconsider their future grain purchases due to growing war risks in the Black Sea region
• Feed rations rotate toward wheat/barley across the Black Sea & Danube region, limiting corn upside until logistics improves
• Romanian market is focusing more on the 2026 crop outlook, while 2025/26 wheat exports remain low
• Poland corn moisture is high increasing drying costs
• EU winter rapeseed area is expanding toward 6.5 M ha for 2026 crop, about 7% more y/y

Ukraine:

• Feed barley remained the most expensive among coarse cereals
• Sunflower seed prices recovered, supported by demand and sunflower oil values
• Ukraine harvested 8.9 M mt of sunflower seed, with yield remaining below 2 mt/ha
• Processors are trying to build up soybean stocks
• Ukraine: linseed is becoming a growing niche export oilseed

Analytical articles are also available in the AgriSupp platform.

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