MARKET SIGNALS TO WATCH, November 24 – December 1

UkrAgroConsult shares key highlights from Weekly Grain & Oilseed Reports (November 24 – December 1, 2025).

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

Black Sea & Danube region:

• Wheat tenders’ prices are below FOB offers, signaling that market is buyers’ market
• Better quality of russian wheat can intensify competition and pressure UA, RO and BG offers
• Saudi Arabia sharply increases imports of Romanian wheat
• Drop in Russia wheat export tax can be bearish for EU markets
• Black Sea-Danube-Balkan: corn market splits into a high-cost (RO and BG) and lower priced origins (UA and PL)
• The Black Sea-Danube-Balkan regional oilseed market is split into two clusters
• 2025 sunflower crop estimates are revised down across the region. Sunflower seed imports outlook is not good for crushers
• Hungary’s 2025 sunflower area is up, and the crop increased through the drought
• Rapeseed prices are firmer y/y, though no major bullish drivers are available

Ukraine:

• The spread between milling and feed wheat continues to narrow
• Ukrainian corn 2025/26 scenario: the crop is available, but exports are delayed
• Oilseed prices are still supported by pessimistic harvest forecasts
• Sunflower and soybean harvesting pace is slow
• Potential soybean exporters to China were identified in Ukraine
• Sunflower oil buyers hope for downward price correction under pressure of Argentinian supply

Analytical articles are also available in the AgriSupp platform.

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