MARKET SIGNALS TO WATCH, September 22 – 29

UkrAgroConsult shares key highlights from Weekly Grain & Oilseed Reports (September 22 – 29, 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 freight is turning into significant grain price downward driver now
• Black Sea & Danube region: sell wheat quality, price the protein
• russia: Big wheat crop figures meet a buyer’s market
• Black Sea and Danube corn prices are mixed
• Black Sea & Danube: EU currency strength is prices enemy
• Stable corn in Hungary with a risk of decline during the mass harvest. Falling corn prices in Poland due to high supply. Romanian corn yields declined further
• South of the Black Sea countries is planting winter crops in dry soils, with late-Sep rains expected
• Sunflower 2025/26 season: from crisis to new risks? EU SFS crop estimates are drifting lower
• Sharp SFS prices increase in Hungary, despite more stable yields compared to neighbors
• Stability and moderate growth of rapeseed buyers’ prices

Ukraine:

• Decisions regarding export soy and rapeseed duties are taking too long making uncertainties stronger
• Forecast of 2025 wheat crop in Ukraine may increase to 22.5 M mt
• Ukraine grains – demand back, logistics tight. Algeria purchased up to 690 M mt of Black Sea wheat
• Ukrainian wheat prices increased by $3-$5/mt w/w
• Winter RPS seeding is ahead of last year. Moisture deficit remains the key field risk
• Sunflower harvest forecasts are decreasing. Most market players expect less than 12 M mt

Analytical articles are also available in the AgriSupp platform.

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