Grain

Since the beginning of the 2025/2026 marketing year, Ukraine has exported over 36.86 million tons of grain and leguminous crops.

Speculative growth on US exchanges has faded after June rains improved the condition of crops in the US.

Charterers are more active in requesting rates for July shipments, and shipowners are fixing levels slightly higher than the previous ones.

Over 205 million tons of cargo have already been transported through the Ukrainian maritime corridor, of which over 120 million tons are grain.

Amid the active harvesting of the new crop, Turkey is reducing barley imports – according to the USDA forecast, in the 2026/27 MY purchases may fall by 90%, to 150 thousand tons.

A drop in bunker prices of almost $200/t in two weeks and a surplus of tonnage in the Black Sea allowed charterers to maintain their advantage. Grain transportation rates from Ukraine decreased by about $1/MT in both segments — “coasters” and “handy sizes”. Roll reports this to ASAP Agri. As of the end of the week, “coasters”…

Ukraine has fully used the quota for wheat exports to the EU, which is distributed within the annual volume.

Market activity in Black Sea ports has somewhat recovered after participants returned from industry events in Greece.

The US Department of Agriculture (USDA) has raised its global wheat production forecast for the 2026/27 MY to 820.06 million tons.

The minimum price for rapeseed on CPT increased by $42/t to $360/t, on FOB and CIF – by $26/t to $488/t.