RT @ASAP_Agri: 🌾 Black Sea milling wheat up ~6 USD/MT since Middle East war began – ASAP Agri Since the outbreak of the Middle East war on…

Brazil–China soybean shipments hit sudden pause at export peak 🌱🚢 Global soybean trade faced an unexpected disruption this week after Cargill — one of the world’s largest agricultural commodity traders — paused soybean export shipments from Brazil to China following new

🌱 Biodiesel reshapes U.S. soybean market Despite record global supplies and weaker Chinese purchases of U.S. beans, CBOT soybean prices are not falling. Instead, the market is supported by a new demand driver — biofuels. 🛢 Higher crude oil prices improve biodiesel economics

🌽March WASDE adds pressure to CBOT corn with higher production and stocks – ASAP Agri The March WASDE report raised Ukraine’s 2025/26 corn production forecast by 1.7 MMT to 30.7 MMT, reflecting the latest data from the State Statistics Service. At the same time, Ukrainian corn

🌽 Trump’s recent statement about potentially halting trade with Spain has sparked discussion on the Ukrainian grain market. ❓Could this open the door for more Ukrainian corn in Spain? ASAP Agri shared its view with Latifundist: for now, expectations of rising Ukrainian corn

🛳 Freight from Ukraine: Handysize and Coaster rates move up amid soaring bunker prices — ASAP Agri The first week of spring brought a new wave of uncertainty to the Black Sea freight market. Military actions in the Middle East have triggered a sharp increase in bunker prices,

🌱 U.S. Acreage Pendulum Swings Back Toward Soybeans in 2026/27 — ASAP Agri Early signals before the USDA Prospective Plantings report suggest U.S. farmers may rebalance acreage after last year’s corn-heavy season. 🫘 Soybean-to-corn ratio: 2.43 — favoiring soybeans 📊 USDA

China’s 2025/26 soybean imports: when the U.S. disappears, Argentina appears China’s soybean import structure once again shows how flexible its sourcing strategy can be. In Oct–Dec 2025/26 — typically the peak season for U.S. soybean shipments to China — the U.S. share in

🌽🇹🇷 Turkey: TMO launches corn tender, import quota unlikely before April – ASAP Agri 📌 Turkish Grain Board (TMO) tender: ✅ 26 Feb 2026 | 350 KMT feed corn 🚢 Delivery: 9 Mar – 6 Apr Salih Karagoz, Grain Broker at Atria Brokers said: "A fresh corn quota is unlikely before

🌽 Mediterranean Shift: Italy Overtakes Spain as Top EU Buyer of Ukrainian Corn, Eyes New Crop — ASAP Agri A quiet rotation is unfolding in Ukraine’s EU corn flows — and it’s happening in the Mediterranean. 📊 2025/26 (so far): 🇮🇹 Italy ⬆️ 46% of Ukrainian EU-bound corn exports

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🛳 Freight from Ukraine: rates stay mostly steady with a slight upward trend in the Coaster segment — ASAP Agri Entering the third decade of Feb, the situation on the Ukrainian freight market has not changed significantly. Cargo orders for late Feb & the first half of Mar

🌾 Futures Structure Flips: 2026 Wheat Trades Above Old Crop 📈 Euronext Sep-26 trades ~4 EUR/MT above May 📈 CBOT July-26 holds ~3 USD/MT premium over May This comes despite a record 2025/26 crop and comfortable global stocks, as the market is already looking ahead. 📉 Early

🌻 China Steps Back for Lunar New Year — Testing Sunflower Meal Support As Lunar New Year begins (17 Feb), China’s buying pace slows — and the Ukrainian sunflower meal market feels it. “China lost its role as a support factor in the near term,” said Daria Marchenko, Commodity

ASAP Premium Weekly Reports 📊🚢 Every week, our Premium subscribers receive a full picture of Ukraine’s export flows — grains, oilseeds, vegetable oils, and meals. Here’s what each report includes: ✅ Detailed export flows by country & commodity ✅ Grains, oilseeds, oils &

🌽 New Corn Order: U.S. Expands as Ukraine Retreats Feb WASDE didn’t bring dramatic changes, but: 📊 U.S. 20225/26 corn exports ⬆️ 83.8 MMT — record high 🇺🇦 Ukraine ⬇️ to 22 MMT The U.S. isn’t just harvesting more. It’s locking in markets. Between 2023/24 and 2024/25: 📈 U.S.

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🌍Dubai insights — now in print After FoodAgro Meetup (26 Jan, Dubai), Daria Marchenko of Atria Brokers is featured in Miller Magazine on MENA’s role in Black Sea grain flows — powered by ASAP Agri analytics Full story:🔗 https://t.co/RFoLxKEWjy #AtriaBrokers #ASAPAgri #Wheat

🌽February WASDE pushes CBOT corn slightly higher on bigger U.S. exports and below-expected stocks – ASAP Agri The February WASDE brought few surprises for corn. The key adjustment was a 2.5 MMT increase in the U.S. exports to 83.8 MMT, partly offset by a 1.0 MMT cut to

🇹🇷Chicken export ban may weigh on Turkey’s demand for imported feed ingredients – ASAP Agri Turkey imposed a ban on chicken meat exports on 9 Feb. The duration of the restriction remains unclear. “Feed demand will be affected across the board,” said Koray Tüysüzoğlu, CEO of