WEEKLY HIGHLIGHTS, May 2 – 9, 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

• Markets are now highly sensitive to regional weather and macro uncertainty — prepare to volatility into Q3
• May rains are now absolutely critical for grain and oilseed development, now May directly impacts their yield and quality
• Black Sea & Danube: Wheat and corn prices are declining
• Rapeseed: Global stocks falling, but EU growing supply may mute price moves unless weather worsens
• Ukrainian farmers reluctant to forward sell rapeseed at current bids
• Ukraine SFS prices decrease as demand shrinking
• Bulgaria: Farmers are sitting on 2 M mt of wheat and 500 K mt of sunflower seeds
• Wheat & Barley: Diverging Outlooks
• Some neutral to slightly global bearish signal. But Danube region uncertainties and tightness drives premiums
• The market is fairly optimistic about the impact of current weather
• Ukraine: Oilseed planting accelerates – soybean planting now ahead of last year
• Turkey: Sunflower seed imports boom amid local supply gap, the 2025 SFS harvest is a watch point
• russia rapeseed: volatile China-driven export, Gov’t support keeps rapeseed in focus.

Tags: sunseed, Russia, rapeseed, China, crop forecast, Bulgaria, Turkey, grain, barley, price, EU, Black Sea region, wheat, Ukraine