Ukraine’s state rail operator is looking to add new export routes for the country’s critical grain harvest, after Russian attacks on its Black Sea ports curbed shipments.
Stronger domestic processing activity has supported soybean purchase prices in Ukraine, according to Spike Brokers.
The brokerage said the global soybean complex ended the week under pressure from improved weather forecasts in the United States, which triggered a sharp decline in futures prices.
In contrast, Ukraine’s physical soybean market followed a different trend. Increased demand from domestic processors lifted the indicative CPT plant price to $450/ton.
Ukrainian President Volodymyr Zelenskyy said Russia will intensify attacks on civilian vessels and port infrastructure in an attempt to disrupt the operation of Ukraine’s Black Sea grain corridor. According to him, the Ukrainian government anticipated such actions several months ago and therefore decided to restore a separate Ministry of Agrarian Policy and Food to focus specifically on agricultural logistics and exports. “We understood this several months ago. They will do everything to block our grain corridor.
Restrictions on shipping in the Sea of Azov could significantly complicate grain exports from the temporarily occupied territories of southern Ukraine. According to Oleksandr Kovalenko, military and political analyst at the Information Resistance group, the Sea of Azov is gradually losing its role as a secure logistics route, creating growing risks for agricultural exports through the ports of Mariupol and Berdiansk, while strikes on Crimea are also calling into question the use of Crimean ports for exports.
Defence Intelligence of Ukraine claims that Russian occupation authorities are creating conditions that could facilitate the spread of anthrax in the occupied part of Kherson region by transporting and burying infected animal carcasses.
According to DI, infected animals are being disposed of in violation of sanitary regulations. Instead of being incinerated, the carcasses are buried. Some of the burial sites are located near populated areas and highways, while others are situated less than one kilometer from residential settlements.
According to preliminary estimates by Oil World, global sunflower seed production in the 2026/27 marketing year could rise to 63.3 million tonnes, compared with 57.5 million tonnes in the previous season and an average of 56.2 million tonnes over the past five years. As a result, the market is moving closer to historic highs, driven by expansion in key producing countries.
Stocks of grain and leguminous crops in Ukraine as of May 1, 2026 amounted to 12.7 million tons, which is 4.8 million tons more than the indicator on the same date a year earlier, according to data from the State Statistics Service.
It is noted that by the reporting date, 8.1 million tons of grain and leguminous crops were stored in agricultural enterprises, which is 52.8% more than the indicator on the same date a year earlier, and 4.6 million tons (+74.5%) were stored in processing and storage enterprises.
In April, Ukraine exported significantly more wheat than in March. According to the State Statistics Service, 1.29 million tons were shipped, compared to 803 thousand tons a month earlier.
Since the beginning of the season, exports have amounted to 11.06 million tons.
As reported by Spike Brokers, April was a month of acceleration after a weaker March, but the overall seasonal dynamics continue to depend on the concentration of demand on individual large importers and price competition from the Black Sea region.
Who buys Ukrainian wheat?
The financial performance of Ukraine’s agricultural sector (NACE 01) showed significant nominal growth in 2025.
Experts note that an analysis of macroeconomic statistics indicates a deep structural gap between the nominal financial results of enterprises and the dynamics of real value added generated in the sector.