WEEKLY HIGHLIGHTS, March 28 – April 4, 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

• US tariffs could be a golden ticket for Ukrainian corn exports
• SFS sowing is underway in Ukraine
• Ukraine has got a growing pile of SFS supply
• General opinion: the grain market is dead. Grain prices in Ukrainian ports continue to fall
• Rising wheat prices in 2024/25 looked too attractive to reduce the sown areas
• Domestic market of Poland not worried after introduction of US tariffs
• Polish wheat exports significantly decreased
• Poland expects high 2025 rapeseed crop and prices if weather is favorable
• Higher russian wheat prices compared to European values are contributing to a decline in exports
• The worsening outlook for spring wheat has a greater impact on the overall 2025 harvest than the improved outlook for winter wheat
• Agricover Holding reports significant growth in 2024
• Spring sowing in Serbia delayed, corn areas will be significant again
• The 2025 SFS area will decrease, while rapeseed areas will increase
• EU should expand trade with other partners after US tariffs were imposed on April 2
• Agricultural markets in Central and Eastern Europe are volatile, driven by weather, geopolitics and fluctuating prices
• Crop conditions improve in Eastern Europe, but moisture deficit remains a risk
• Higher global grain production expected in 2025/26. Get ready for a strong competition
• Significant increase in world rapeseed prices
• Soybean/palm oil spread is the narrowest since the January 2025, which may lead to a shift in commodity flows

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