MARKET SIGNALS TO WATCH, October 27 – November 3

UkrAgroConsult shares key highlights from Weekly Grain & Oilseed Reports (October 27 – November 3, 2025).

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

Black Sea & Danube region:

• Will yellow pea import tax be lifted in April 2026?
• Black Sea-Danube-Balkan: logistics as a key market driver. Whoever controls barge, rail and berth wins
• October wheat exports were near 4.9 M mt, confirming russia is still price maker into MENA and Turkey
• Due to the stable export demand, Romanian barley price fluctuates very close to the price of milling wheat
• Romanian corn producers are considering expanding wheat and soybeans area in 2026
• Weather not price volatility sets Serbia’s wheat trends
• Policy over models. EU and Central and Eastern European countries legal changes
• Black Sea-Danube-Balkan: oilseed exports remain minimal unless regulation eases
• Regional oilseed deficits repeat for a third year
• Rapeseed in Poland: the best trading week in recent months

Ukraine:

• Global corn harvest reduced Ukrainian corn competitiveness
• Peas competition is not only global but also regional as EU, Ukraine and russia raise output.
• The Statistics Service of Ukraine increased the 2025 sunflower area
• Rapeseed and soy split between crush and export. 50:50?
• Oilseed rallies are controlled as crushers blend oilseed to continue activity
• Soybean area may decrease in 2026

Analytical articles are also available in the AgriSupp platform.

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