WEEKLY HIGHLIGHTS, January 27 – February 3, 2025

Details about the reports:

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

• Higher 2025/26 harvests and exports will increase sea terminals’ fobbing costs compared to January-June 2025
• Winter crops are in a state of shallow winter dormancy
• Buyers are pushing SFS prices downward – sellers are halting sales
• SFS deficit is leading to a lower crushing capacities usage
• January SFO exports are almost 15% behind December
• Milling wheat prices increased, while the corn and barley markets are less active
• Grain and oilseed markets in Black Sea & Danube countries were stable in January
• Upcoming spring planting is likely to encourage farmers to increase grain sales
• High temperatures encouraged some farmers in the central-south districts of Romania to plant wheat at the end of January
• Stable high fertilizer exports from Poland
• Romanian farmers may face increase in fertilizer prices
• In 2024 russia did not update the record oilseed harvest
• Farmers’ oilseed margin win over cereals, encouraging to expand area in 2025
• Soybean area expansion continues in Black Sea & Danube region
• Impressive decline in rapeseed prices

Tags: Ukraine, Black Sea countries, sunflower oil, harwest, corn, grain, Romania, prices, Poland, Oilseed, soybean, wheat, rapeseed