WEEKLY HIGHLIGHTS, March 21 – 28, 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

• Higher global grain production expected in 2025/26. Get ready for a strong competition
• Importers spooked about 2025 Black Sea & Danube grain harvest. Too many variables in this region
• CME eyes Romanian/Bulgarian/Black Sea wheat contracts for Constanta. More transparency, but also more volatility. Buckle up
• Spring sowing only 10% complete. Soil moisture is sufficient although all need excessive
• Climate change boosts pests; risks are higher for Ukrainian crops driving fungicide demand
• Grain FOB prices slipping at Ukrainian Black Sea ports. Looks like someone’s getting desperate to move commodities
• China still top Ukrainian barley buyer in 2024/25. Never rely on one buyer. UkrAgroConsult cuts 2024/25 Ukrainian barley exports. March forecast
• Sunseed supply increases: farmers start SFS selling
• UkrAgroConsult cuts 2024/25 Ukrainian barley exports. March forecast
• Is Poland holding wheat and maize for higher prices?
• Rising logistics costs could hurt russian wheat exports
• SOCAR enters the Romanian fertilizer market amid suspended local production to fill the nitrogen fertilizer gap
• In March sunseed oil and meal exports up, soybeans lagging
• russia to plant more soy and rapeseed, less sunseed in 2025. russia’s sunseed planting starts “Record Early”
• russia meddling to pump up SFO exports by decreasing export tariffs
• Polish rapeseed market looks promising in 2025/26, but weather is the key risk
• Serbian farmers face tough decisions, they are still not sure how profitable SFS production

Tags: oilseeds, sunflower oil, Black Sea region, Bulgaria, wheat, corn, sunseed, grain, rapeseed, barley, crop forecast, Romania, price, Poland, soybean, Russia, Serbia, China