WEEKLY HIGHLIGHTS, April 25 – May 2, 2025

CONTENT Black Sea & Danube Grain / Oilseed Report:

Black Sea & Danube Grain Report: https://ukragroconsult.com/en/publication/black-sea-danube-grain-report/

Black Sea & Danube Oilseed report: https://ukragroconsult.com/en/publication/black-sea-danube_vegoil-report/

All articles are available in the AgriSupp platform: https://agrisupp.com/en

• Ukraine’s 2025 crop outlook still hangs on May weather. Both farmers and analysts are stuck waiting
• Dry weather may reduce both corn yields and planted area
• Soybean planting in Ukraine is running ahead of last year — oilseed sowing is gaining speed
• Ukrainian crushers are outbidding exporters for soybeans, keeping prices firm at home
• Ukraine’s UAN fertilizer producers face tight margins
• EU-Ukraine policy shifts are already changing Black Sea logistics and market shares
• Reminder: under similar pressure, Romanian barley dropped to $178–180/mt FOB in July 2024
• Romania’s Azomureș fertilizer plant may restart if the Romgaz deal closes — a game-changer for local supply.
• Bulgaria has planted only 62% of planned corn so far — total corn area is at a five-year low
• Polish rapeseed prices dropped sharply, following big swings on Matif
• USDA’s May 12 WASDE could reset global grain expectations
• US-EU trade tensions could distort corn and wheat flows — barley won’t stay immune
• Crushers are paying more than exporters for soybeans — shifting trade flows inward
• US-EU trade tensions could shake up corn and wheat markets — barley may get caught in the crossfire

Tags: soybean, US, Ukraine, Black Sea region, sunflower oil, wheat, Bulgaria, sunseed, corn, Paland, grain, barley, Romania, price, EU