The CME Group Agriculture Index rose 6.37% in August, bringing its year-to-date gain to 16.16%. The rally was driven primarily by strong gains in grains and dairy, as higher energy costs linked to escalating tensions in the Middle East, disruptions to Black Sea exports and lower US yield estimates supported prices.
Global rapeseed production in 2026/27 could reach a record 100 mln tons, USDA forecasts in its report released on September 11, 2026. This is 4.4 mln tons higher than in the previous season.
Canada is expected to remain the largest producer with a crop of 22.5 mln tons. The EU is forecast to produce 20.1 mln tons of rapeseed, China 16.2 mln tons, and India 12.4 mln tons. Together, these four markets will account for more than 70% of global production.
Ukrainian GMO soybeans on the basis of CPT Parity Odesa fell to $499/t incl. VAT (-$1/t) against the backdrop of weak stock market dynamics in the USA. This is reported by Spike Brokers.
At the same time, the Ukrainian market is supported by active exports of soybean oil and meal, as well as stable demand from processors and European buyers.
“The market works due to processing demand and export of products, and not due to broad demand for the beans themselves,” the brokers noted.
In a food-system crisis, delayed or contradictory information can be as disruptive as a blocked route. Ukraine’s experience shows why communication must be designed as part of policy itself.
A food crisis is also an information crisisWhen a port closes, the disruption is visible. When a rule changes without warning, or different authorities explain it differently, the damage is harder to see. Grain may be physically able to move, yet a trader cannot price the risk, a haulier cannot confirm which procedure applies and a producer cannot decide whether to sell or store. In a crisis, information is not merely commentary on the supply chain; it is part of its operating infrastructure.
In the week of January 26–February 1, the capitalization of six Ukrainian public agricultural companies revised upward. Under the data of Eavex Capital, the companies' market cap for the reporting period corrected as follows:
Wheat. July-Dec 2025 wheat exports will amount to 7.8 M mt (-20% y/y), it is just 47% of the 2025/26 export potential.
The purpose of the state policy for the sustainable development of Ukrainian agriculture is to ensure the growth of agricultural production and the welfare of the rural population.
The pace of corn exports from Ukraine continues quickening. In February, the country shipped abroad a record corn volume for that month (3.7 MMT) and the greatest monthly volume since December 2013/14, reports UkrAgroConsult.
UAC analyzed the results of activity of agrarian enterprises of Ukraine in years 2015 and 2016, based on official statistic data. Partially, efficiency of milk production was considered. The productivity of livestock, cost and profit from milk production in agrarian enterprises of Ukraine as an indicator of economic efficiency in six groups of agrarian enterprises with different land bank have been analyzed.
In Ukraine grapes processing volumes was growing up 6.7% to 270.85 thousand tons in 2017, in comparison to 2016 year.