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Global commodity monitoring brief - 2026-09-25

618 items11 topics86 sources

Global commodity monitoring brief - 2026-09-25

🔎 Key signals

• EU rapeseed prices rise on supply delays while Ukrainian prices fall: Prices in Constanța stand at €520–525/t due to ample supplies of Ukrainian and Moldovan rapeseed, while crushers in Germany and the Baltic states have raised bids to €525–535/t. Ukraine exported 196 thsd tons of rapeseed and 82 thsd tons of rapeseed oil in the first 17 days of September. At the same time, rising supplies of sunflower seed, soybeans and corn (ukragroconsult.com)

• Понад 80% залізничного експорту зерна йде через сухопутні переходи, — Spike Brokers | Ukrainian Shipping Magazine — Новини судноплавства України та світу: Головна » Новини » Понад 80% залізничного експорту зерна йде через сухопутні переходи, — Spike Brokers ... Через портові термінали Великої Одеси за 15 днів вересня пройшло лише 11,2 тис. тонн зерна — на 77,6% менше, ніж місяцем раніше. Український зерновий експорт залізницею дедалі більше переорієнтовується з портів на сухопутні переходи. (usm.media)

• Експорт кукурудзи вдвічі перевищує торішні показники, пшениця та ячмінь у «мінусі»: З початку 2026/2027 маркетингового року (МР), станом на 21 вересня, Україна експортувала 4,6 млн тонн зернових та зернобобових культур, в тому числі у вересні - 928 тис. т ... Provider: brave_search (ukrinform.ua)

• Farmland Values and Competitiveness in the United States and Brazil - farmdoc daily: Looking ahead, there are signs of an improving outlook for farmland values in Brazil. Global corn and soybean prices have recently gained support from firm demand, geopolitical tensions in the Middle East, production risks associated with El Niño, and other supportive fundamentals. Provider: brave_search (farmdocdaily.illinois.edu)

🌽 Grains

• EU rapeseed prices rise on supply delays while Ukrainian prices fall: Prices in Constanța stand at €520–525/t due to ample supplies of Ukrainian and Moldovan rapeseed, while crushers in Germany and the Baltic states have raised bids to €525–535/t. Ukraine exported 196 thsd tons of rapeseed and 82 thsd tons of rapeseed oil in the first 17 days of September. At the same time, rising supplies of sunflower seed, soybeans and corn (ukragroconsult.com)

• Farmland Values and Competitiveness in the United States and Brazil - farmdoc daily: Looking ahead, there are signs of an improving outlook for farmland values in Brazil. Global corn and soybean prices have recently gained support from firm demand, geopolitical tensions in the Middle East, production risks associated with El Niño, and other supportive fundamentals. Provider: brave_search (farmdocdaily.illinois.edu)

• Black Sea port disruption threatens food market — The Japan Times | UA.NEWS: According to estimates by research company SovEcon, combined wheat exports from Russia and Ukraine in July–September may amount to approximately half of last year’s volume. These two countries account for more than a quarter of global wheat trade, two-thirds of sunflower oil trade and about one-tenth of seaborne corn shipments. Provider: brave_search (ua.news)

🌱 Oilseeds and vegetable oils

• EU rapeseed prices rise on supply delays while Ukrainian prices fall: Prices in Constanța stand at €520–525/t due to ample supplies of Ukrainian and Moldovan rapeseed, while crushers in Germany and the Baltic states have raised bids to €525–535/t. Ukraine exported 196 thsd tons of rapeseed and 82 thsd tons of rapeseed oil in the first 17 days of September. At the same time, rising supplies of sunflower seed, soybeans and corn (ukragroconsult.com)

• Farmland Values and Competitiveness in the United States and Brazil - farmdoc daily: Looking ahead, there are signs of an improving outlook for farmland values in Brazil. Global corn and soybean prices have recently gained support from firm demand, geopolitical tensions in the Middle East, production risks associated with El Niño, and other supportive fundamentals. Provider: brave_search (farmdocdaily.illinois.edu)

• Global oilseed production growth in 2026/27 to be the smallest in five years: Global production of the 10 major oilseeds is forecast to increase by 14.1 mln tons in 2026/27 to 705.9 mln tons, according to Oil World. Soybean production is expected at 440.3 mln tons, sunflower seed at 64.3 mln tons and rapeseed at 87.3 mln tons. Despite a 9.6 mln ha expansion in planted ... Provider: brave_search (ukragroconsult.com)

🚢 Logistics and freight

• EU rapeseed prices rise on supply delays while Ukrainian prices fall: Prices in Constanța stand at €520–525/t due to ample supplies of Ukrainian and Moldovan rapeseed, while crushers in Germany and the Baltic states have raised bids to €525–535/t. Ukraine exported 196 thsd tons of rapeseed and 82 thsd tons of rapeseed oil in the first 17 days of September. At the same time, rising supplies of sunflower seed, soybeans and corn (ukragroconsult.com)

• Понад 80% залізничного експорту зерна йде через сухопутні переходи, — Spike Brokers | Ukrainian Shipping Magazine — Новини судноплавства України та світу: Головна » Новини » Понад 80% залізничного експорту зерна йде через сухопутні переходи, — Spike Brokers ... Через портові термінали Великої Одеси за 15 днів вересня пройшло лише 11,2 тис. тонн зерна — на 77,6% менше, ніж місяцем раніше. Український зерновий експорт залізницею дедалі більше переорієнтовується з портів на сухопутні переходи. (usm.media)

• Експорт кукурудзи вдвічі перевищує торішні показники, пшениця та ячмінь у «мінусі»: З початку 2026/2027 маркетингового року (МР), станом на 21 вересня, Україна експортувала 4,6 млн тонн зернових та зернобобових культур, в тому числі у вересні - 928 тис. т ... Provider: brave_search (ukrinform.ua)

🌦 Crop weather and production

• EU rapeseed prices rise on supply delays while Ukrainian prices fall: Prices in Constanța stand at €520–525/t due to ample supplies of Ukrainian and Moldovan rapeseed, while crushers in Germany and the Baltic states have raised bids to €525–535/t. Ukraine exported 196 thsd tons of rapeseed and 82 thsd tons of rapeseed oil in the first 17 days of September. At the same time, rising supplies of sunflower seed, soybeans and corn (ukragroconsult.com)

• Понад 80% залізничного експорту зерна йде через сухопутні переходи, — Spike Brokers | Ukrainian Shipping Magazine — Новини судноплавства України та світу: Головна » Новини » Понад 80% залізничного експорту зерна йде через сухопутні переходи, — Spike Brokers ... Через портові термінали Великої Одеси за 15 днів вересня пройшло лише 11,2 тис. тонн зерна — на 77,6% менше, ніж місяцем раніше. Український зерновий експорт залізницею дедалі більше переорієнтовується з портів на сухопутні переходи. (usm.media)

• Експорт кукурудзи вдвічі перевищує торішні показники, пшениця та ячмінь у «мінусі»: З початку 2026/2027 маркетингового року (МР), станом на 21 вересня, Україна експортувала 4,6 млн тонн зернових та зернобобових культур, в тому числі у вересні - 928 тис. т ... Provider: brave_search (ukrinform.ua)

⚖️ Trade policy and demand

• EU rapeseed prices rise on supply delays while Ukrainian prices fall: Prices in Constanța stand at €520–525/t due to ample supplies of Ukrainian and Moldovan rapeseed, while crushers in Germany and the Baltic states have raised bids to €525–535/t. Ukraine exported 196 thsd tons of rapeseed and 82 thsd tons of rapeseed oil in the first 17 days of September. At the same time, rising supplies of sunflower seed, soybeans and corn (ukragroconsult.com)

• Farmland Values and Competitiveness in the United States and Brazil - farmdoc daily: Looking ahead, there are signs of an improving outlook for farmland values in Brazil. Global corn and soybean prices have recently gained support from firm demand, geopolitical tensions in the Middle East, production risks associated with El Niño, and other supportive fundamentals. Provider: brave_search (farmdocdaily.illinois.edu)

• Ukraine’s soybean market: smaller crop, higher crushing and new market rules: A smaller crop and the 10% export duty almost halved soybean exports, while crushing reached a record high. This supported exports of processed products, particularly soybean meal. The EU became the key destination for Ukrainian soybeans, soybean oil and meal. Provider: brave_search (ukragroconsult.com)

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Desk Snapshot

Global feed

618 itemsEnglish sources only

Regional reach

12 regionsUS, EU, Black Sea, LATAM

Signal density

11 clustersfit for daily synthesis

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Logistics

9

Routes and freight

Pricing

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Curves, spreads, cash

Risk

7

Weather and policy

Topic clusters

11 clusters

Logistics

103

Freight, routes, execution

Corn

81

US and Black Sea positioning

Wheat

77

Global pricing and tenders

Policy

39

Tariffs, trade, regulation

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