MARKET SIGNALS TO WATCH, October 13 – 20

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.

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