Russia news — Vesper

Black Sea deadlock lifts wheat, corn and barley

MATIF wheat and corn climbed again as Black Sea talks stalled and Egypt's wheat arrivals fell 75% year-on-year. Vesper's Q3 view stays sideways to up.

Black Sea export losses keep grains prices elevated into September

Wheat and corn are holding near recent highs as Ukrainian and Russian export losses tighten global supply, while soybeans rally on strong Chinese demand.

Brent's rebound lifts palm and soybean oil as Europe bakes

Brent crude's rebound to around $87 a barrel is lifting palm and soybean oil, while a European heatwave threatens France's corn crop.

Wheat prices ease despite an unresolved Black Sea problem

Wheat pulled back this fortnight even though the Black Sea disruption remains unresolved, while corn, barley and soybean each moved on their own drivers.

Falling Brent outweighs Black Sea risk in vegetable oils

Black Sea disruption should be bullish for vegetable oils, but a 5% drop in Brent crude after Trump shelved an Iran strike overwhelmed it across palm and soy.

Black Sea disruption and EU heat lift wheat and corn to multi-year highs

Euronext milling wheat and corn jumped to multi-year highs as Black Sea shipping attacks and a European heatwave hit crops heading into harvest.

Hot weather lifts EU grains while US futures slip

Europe's grain markets firmed over the past two weeks as hot, dry weather raised worries about yields, even as US futures fell under harvest pressure and a...

Grains slip across the board on better US weather

Grain prices fell over the past two weeks as improving weather in the US and EU, weaker soybeans, and softer Brent crude pulled the complex lower. Grains...

European sugar: buyers and sellers dig in on new-crop prices

The market for 2026/27 European sugar has settled into a standoff. Buyers are holding around the €530 mark depending on volume, while sellers are trying to...

Vegetable oils slip lower on ceasefire optimism and weaker crude

All major oils lower BMD crude palm oil declined to $1,120/mt from $1,176/mt. CBOT soybean oil fell to 66.5 US cents/lb from 69.95 cents. MATIF rapeseed...

Sunflower oil market forecast 2026: prices firm on tight supply as Argentine shipments to Europe surge

FOB 6-port crude sunflower oil prices have increased to USD 1,485/mt from around USD 1,400/mt at the beginning of the year, supported by tight supply...

Brent at $80, $120, or $150: Scenario Analysis of the Impact on Global Commodity Markets

Explore three Brent oil price scenarios ($80, $120, and $150) and their potential impact on global commodity markets.

Strait of Hormuz tensions and the short-term outlook for brent crude oil

How Middle East tensions and Strait of Hormuz disruptions impact food commodities through energy prices, fertilizer costs, freight, USD strength and market sent

Soybean prices jump on China trade talks and U.S. crush demand

CBOT soybeans surged to 1,115 cents/bushel as China signals potential increase to 20 MMT purchases. New 45Z rules and December crush of...

Polish chicken prices fall as Avian Influenza outbreak triggers 2.79 million bird cull

Poland reports 22 Avian Influenza outbreaks with 2.79 million birds culled, driving Polish chicken prices down 3.7% while French prices...

European wheat faces competition squeeze amid strong euro and record global output

French wheat flour falls to EUR 283/mt as abundant global supplies and 11% euro appreciation squeeze European exporters facing competition...

US butter prices drop sharply on CME as abundant milk supply weighs on dairy markets

CME butter prices fall sharply as US milk production grows 3% year-over-year alongside increased output from New Zealand and Europe...

Record global grain production pressures prices across wheat, corn and barley markets

Global grain markets face downward pressure as record wheat, corn and barley production forecasts overwhelm seasonal patterns.

Trump tariffs begin in India, with rice, dairy, and tea amongst products impacted

US tariffs of 50% on most imports from India kick in today, affecting key commodities like basmati rice, spices, pulses, tea and dairy.

Vegetable oil markets face supply uncertainty as rapeseed crops disappoint

Rapeseed crops disappoint as EU production cut to 18.6M tons. Palm oil pressured by Malaysian inventory while soy complex gains on energy rally.

Mixed signals in the Vegetable Oil complex: a snapshot of the latest price trends

The global vegetable oil complex this week has presented us with a patchwork of fluctuations. With some oils such as palm, soybean oil (cash), coconut, and oliv

Highlights on the oils & fats market: Extension of the grain corridor at risk?

Central bankers who manage trillions in foreign exchange reserves are loading up on gold as geopolitical tensions force them to revise their investment...

Increased EU-28 sugar imports from Ukraine due to competitive prices

Discover how competitive prices are boosting EU-28 sugar imports from Ukraine. Vesper provides insights for your trading adjustments.

Highlights on the Oils & Fats market: Uncertainty reigns in global markets

Will there be another worldwide financial crisis? This question is the big thing hanging over the financial markets these days. It all started with the...

Highlights on the Oils & Fats market: Stability after a year of war?

As the war in Ukraine officially lasts now more than a year, a new player on the chess board might be involved soon; China. US officials have intelligence...

Highlights on the Oils & Fats market: Stability for now, bears on the horizon

A week after the devastating earthquakes that primarily hit Turkey and Syria, the enormous impact of it becomes clear. Already 36.000 people have died...

Highlights on the Oils & Fats market: slowing down a sluggish market: What happens in China, doesn’t stay in China

This week, China again took the leading role in the global economy and political stage. A Chinese balloon, allegedly equipped with spy instruments, went off ...

Highlights on the Oils & Fats market: slowing down a sluggish market

The first month of 2023 is almost over, and some recent developments could make it an interesting last few days. The news came in that Argentina and Brazil...

Oils and Fats Highlights: Is the world economy waiting for China?

There is a large, hopeful spot amid Europe's economic troubles - the labour market. Despite the high inflation rates and energy prices hurting businesses...

Macroeconomic factors keep vegetable oil markets volatile

In the EU, the war between Russia and Ukraine is still on everyone’s mind, especially due to its contribution to the current economic situation. The US is...

Global production levels for vegetable oils are predicted to reach a record level

Expected price developments for palm oil, soybean oil, rapeseed oil, and sunflower oil of the 22/23 crop year. Vegetable oils remain a key ingredient in the...

The Oils & Fats market experiences some respite, but for how long?

Another interesting week for the global commodities markets. Following the withdrawal from the grain deal, Russia returned to it only a few days later....

La Niña triple-dip: will it impact next year’s soybean and palm markets?

La Niña's third consecutive year affects global soybean and palm production, impacting markets amidst geopolitical challenges.

Petrobras reduces prices more frequently than increases, survey shows

Petrobras took longer to adjust prices at refineries this year in periods when values were on the rise in foreign markets compared to intervals in which the ...

Andalusia’s olive oil production drops by 49% due to extreme droughts

Andalusia, Spain's top olive oil region, faces a 49% production drop in 2022-2023 due to extreme weather. Prices surge amid global crises.

Where will fuel prices go in 2023 with Lula or Bolsonaro?

Whether under Luiz Inácio Lula da Silva (PT) or Jair Bolsonaro (PL), the next president of the Republic will have to deal, in 2023, with a reality of high...

Tereos Brasil to earn US$ 100 million with increased sales to Europe

With two mills recently certified to export ethanol to the European market, Tereos Brasil intends to send 25% of its biofuel production in the 2022/23...

With focus on financials, sugar advances strongly in the NY and London exchanges on Thursday

Sugar futures surge on NY and London exchanges amid geopolitical tensions and fluctuating currencies, with demand trends in focus.

Vegetable Oil Hightlights

It was an eventful week regarding the global economic situation. Firstly, China's CCI (Consumer Confidence Index) has gone into a free-fall, most likely due ...

US Dollar Index Reaches 20 Year High

The US Dollar Index hit a 20-year high at 109 in July 2022 following the Federal Reserve System (Fed) tightening policies to combat rising inflation. The...

Ukraine/UK: Ukrproduct teetering on the edge

Following the release of a trading update on Friday, share dealing in processor Ukrproduct has been suspended by the London Stock Exchange. The company said ...

Vegetable Oil Highlights

Palm oil prices took several big hits last week, dropping back to levels we have not seen since before the start of the war between Russia and Ukraine. In...

Ukrainian farmers complete spring planting

Farmers in Ukraine have finished their spring planting campaign, according to an official notice reported by AgriCensus. On completion of the campaign, a...

Vegetable Oil Highlights

Uncertainty seems to be growing by the week, as announcements keep coming in and the oilseed complex is moving a lot regarding news and sentiment. There are ...

Vegetable Oils Highlights

As long as the activity in most markets for vegetable oils is very limited, news and sentiment are still leading the markets more than fundamentals. This...

Ukraine exports over half a million tonnes of vegetable oils in April

A total of 61,007 tonnes of vegetable oils were exported by rail from Ukraine last month, AgriCensus reported. Following Russia’s invasion of the country on ...

Vegetable Oils Highlights

As mentioned in previous highlights, the global vegetable oil markets currently are highly susceptive to news and sentiment. Since there currently is a lot...

Vegetable Oils Highlights

After a few weeks full of rapid price movement and a lot of uncertainty, it seems like the biggest price jumps are behind us. Regarding the overall...

Vegetable Oil Highlights

The Russian invasion in Ukraine has tightened most vegetable oil markets even further than they were due to the lower production this and last season. For...

Vegetable Oil Highlights

The direct impacts of the Russian invasion in Ukraine are being felt around the world, as crude oil prices are soaring and many other products are...

Weekly market analysis

Week 9 While many had hoped that the Russians would hold off from military actions, a week full of violence and fights on Ukrainian grounds has already...

Dairy Highlights

The world is currently being distraught by the Russian invasion on Ukraine, halting the daily lives of all Ukrainians. The effects of the military action...

Russia

Black Sea deadlock lifts wheat, corn and barley

Black Sea export losses keep grains prices elevated into September

Brent's rebound lifts palm and soybean oil as Europe bakes

Wheat prices ease despite an unresolved Black Sea problem

Falling Brent outweighs Black Sea risk in vegetable oils

Black Sea disruption and EU heat lift wheat and corn to multi-year highs

Hot weather lifts EU grains while US futures slip

Grains slip across the board on better US weather

European sugar: buyers and sellers dig in on new-crop prices

Vegetable oils slip lower on ceasefire optimism and weaker crude

Sunflower oil market forecast 2026: prices firm on tight supply as Argentine shipments to Europe surge

Brent at $80, $120, or $150: Scenario Analysis of the Impact on Global Commodity Markets

Strait of Hormuz tensions and the short-term outlook for brent crude oil

Soybean prices jump on China trade talks and U.S. crush demand

Polish chicken prices fall as Avian Influenza outbreak triggers 2.79 million bird cull

European wheat faces competition squeeze amid strong euro and record global output

US butter prices drop sharply on CME as abundant milk supply weighs on dairy markets

Record global grain production pressures prices across wheat, corn and barley markets

Trump tariffs begin in India, with rice, dairy, and tea amongst products impacted

Vegetable oil markets face supply uncertainty as rapeseed crops disappoint

Mixed signals in the Vegetable Oil complex: a snapshot of the latest price trends

Highlights on the oils & fats market: Extension of the grain corridor at risk?

Increased EU-28 sugar imports from Ukraine due to competitive prices

Highlights on the Oils & Fats market: Uncertainty reigns in global markets

Highlights on the Oils & Fats market: Stability after a year of war?

Highlights on the Oils & Fats market: Stability for now, bears on the horizon

Highlights on the Oils & Fats market: slowing down a sluggish market: What happens in China, doesn’t stay in China

Highlights on the Oils & Fats market: slowing down a sluggish market

Oils and Fats Highlights: Is the world economy waiting for China?

Macroeconomic factors keep vegetable oil markets volatile

Global production levels for vegetable oils are predicted to reach a record level

The Oils & Fats market experiences some respite, but for how long?

La Niña triple-dip: will it impact next year’s soybean and palm markets?

Petrobras reduces prices more frequently than increases, survey shows

Andalusia’s olive oil production drops by 49% due to extreme droughts

Where will fuel prices go in 2023 with Lula or Bolsonaro?

Tereos Brasil to earn US$ 100 million with increased sales to Europe

With focus on financials, sugar advances strongly in the NY and London exchanges on Thursday

Vegetable Oil Hightlights

US Dollar Index Reaches 20 Year High

Ukraine/UK: Ukrproduct teetering on the edge

Vegetable Oil Highlights

Ukrainian farmers complete spring planting

Vegetable Oil Highlights

Vegetable Oils Highlights

Ukraine exports over half a million tonnes of vegetable oils in April

Vegetable Oils Highlights

Vegetable Oils Highlights

Vegetable Oil Highlights

Vegetable Oil Highlights

Weekly market analysis

Dairy Highlights

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