WEEKLY HIGHLIGHTS, April 25 – May 2, 2025

Source:  UkrAgroConsult
BSG-BSO-issue

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

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