MARKET SIGNALS TO WATCH, October 13 – 20

Source:  UkrAgroConsult
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UkrAgroConsult shares key highlights from Weekly Grain & Oilseed Reports (October 13 – 20, 2025).

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

Black Sea & Danube region:

  • Black Sea & Danube: wheat quality premiums persist even while global benchmarks make new lows
  • Black Sea & Danube exporters are signaling strong demand for high quality wheat
  • Tunis paid stable prices in October indicating not so high downward expectations of MENA buyers
  • Hungary corn prices are one of the lowest in the EU
  • Poland faces a drop in grain exports in the 2025/26 season
  • Indications of potential wheat export restrictions later in the 2025/26 season?
  • Sunflower crop expected at 17.5 M mt, down from 18.3 M mt y/y. Previously, 2025 harvest considered as record breaking
  • Record Romanian imports of Ukrainian soy in 2024/25 shifts crush flows across the Black Sea
  • Rapeseed 2025 harvest forecasted at record 5.4 M mt
  • Sunflower oil/soybean oil/palm oil spread increased, sunflower harvest data supports prices.

Ukraine:

  • Ukraine shipped about 30% of projected 2025/26 wheat exports in July-September
  • Ukraine grain freight in Oct 2025. Calm market before corn season?
  • The export duty lifting mechanism is not fully functional yet, but Oct 1–15 soybean exports were 61% above Sep 1-15
  • Elevators reported about queues for drying and low farm selling because weather is still the main market driver
  • Barley remains the priciest feed grain in Ukraine
  • Sunflower yield remains below 2 mt/ha
  • Crushers are ready to buy any oilseeds, increasing their demand for SFS

Analytical articles are also available in the AgriSupp platform.

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