MARKET SIGNALS TO WATCH, September 15 – 22
UkrAgroConsult shares key highlights from Weekly Grain & Oilseed Reports (September 15 – 22, 2025).
Subscribe to Black Sea & Danube Grain Report and Black Sea & Danube Oilseed Report for the detailed market coverage.
Black Sea & Danube region:
- USDA/FAO point to larger world crops and higher ending stocks. Does this mean it’s a buyer’s market?
- Black Sea & Danube wheat faces price declines and tough competition
- Slow russian exports give EU/Black Sea a small window — but short term if pace increases
- Serbia faces drop in corn yields due to drought
- Corn yield declines generating risks to corn area in 2026
- SFS crushers face a second tight year
- HO market shifts to HO SFO due to olive oil shortage
- Egypt purchases confirm strong demand for Black Sea SFO despite price uncertainties
- More RPS/PSO from non-traditional origins like Moldova in 2025/26
- Kazakhstan’s ambition is to become a top global flaxseed exporter
Ukraine:
- Export tariffs increased soybean and rapeseed meal and oil exports
- In 2025/26, grain market is a buyer’s market, larger crops from various origins are resulting in fierce competition
- Ukrainian wheat prices decline
- Corn prices and demand are rising, but harvest rates are lagging behind y/y
- Weak barley market as China stopped purchases and competition in MENA regions intensifies
- Prospects for the new sunflower crop remain bleak. Yields remain below 2 mt/ha
- Lack of moisture is once again the main risk factor for winter rapeseed
- Sunflower oil export is limited with highly likely increase in October
Analytical articles are also available in the AgriSupp platform.
Further development of the grain and oilseed markets of Ukraine and the Black Sea region will be in the spotlight of the BLACK SEA GRAIN. KYIV conference, taking place on April 22–23 in Kyiv. The event will focus on strategic directions for the agricultural sector through 2030, including investments, energy independence, processing, and exports of high-value products.
Join strategic discussions and networking with industry leaders to gain актуальна insights, discover new business opportunities, and build partnerships with key market players.
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