MARKET SIGNALS TO WATCH, November 17 – 24

UkrAgroConsult shares key highlights from Weekly Grain & Oilseed Reports (November 17 – 24, 2025).

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Black Sea & Danube region:

• Algeria and Egypt take more wheat from non-EU Black Sea origins
• Late seeding and wet fields may delay planting into December, with more areas allocated to spring crops
• Romanian wheat exports are 10% lower y/y, despite record production
• Late harvesting keeps moisture high and drying expensive, decreasing cash paid to farmers
• Corn prices rise in Poland despite harvest being over
• Romanian animal farms are looking for additional corn
• Black Sea-Danube-Balkan region: Veg oils remain sensitive to crude oil trends, EU biodiesel policy, and Asian buying
• What is the scale of the oilseed deficit? And what will prices be like in 2026? Tight oilseed supply is facing firm crush demand across the region
• Region tilts to larger winter rapeseed area while supply remains scarce, Turkey and EU crushers competing for rapeseed fastest deliveries

Ukraine:

• Market focuses on winter crop conditions. The updates may adjust 2026 supply expectations
• Feed barley prices increased remaining the most expensive among the feed crops
• Net effect of sea logistics premium on Ukrainian export competitiveness is neutral
• More than 92% of the sunflower was harvested in Ukraine, yielding only 9.0 M mt
• Crushers are the winners of the domestic market competition for soybeans
• In November, Ukraine SFS and SFO exports to Turley were the largest in 2025/26 season
• Vegetable oil markets ended the week ‘in the red’

Analytical articles are also available in the AgriSupp platform.

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