Ukrainian grain exports to the EU have fallen sharply

Canada, the USA and Brazil have taken over the leadership in grain exports to the European Union.

In the 2025/26 season, the EU is reducing grain imports, and Ukraine’s share in the main positions has sharply decreased. Elevatorist writes this with reference to Spike Brokers.

Thus, in corn, the share fell from 56% (5.78 million tons) to 26% (2.15 million tons), in soft wheat – from 67.3% (2.98 million tons) to 22.3% (479 thousand tons). Ukraine showed some growth only in niche crops – oats and sorghum.

At the same time, Ukraine’s positions in the oilseed and processed products market are generally stable, despite the overall decrease in EU imports by 14%. In rapeseed, Ukraine retains the first place, although its share decreased from 62% to 57% (1.06 million tons) due to a high harvest in Europe and weaker demand from biofuels. Rapeseed meal fell sharply – from 75% to 13%. In soybeans, Ukraine’s share in grain imports decreased from 11.1% to 9.5% against the backdrop of logistical risks and competition from the USA/Brazil.

On the other hand, there is a positive trend in processing. Supplies of soybean oil from Ukraine to the EU increased from 21.2 thousand tons (17.9%) to 148.7 thousand tons (48.3%), and the share of soybean meal – from 3.1% to 4.4% (410 thousand tons).

Also, the day before, USM wrote that the shares of most Ukrainian agricultural companies have been showing positive dynamics over the past week.