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EU to remain tough battleground for Ukrainian corn in 2026/27; competition may also spread beyond bloc – ASAP Agri Speaking at the Trend & Hedge Club online meeting on 15 April, Christina Serebriakova, CEO of ASAP Agri and broker at Atria Brokers, outlined a challenging outlook for Ukrainian corn in the EU market, warning that competition will remain strong in the bloc in the new season while potentially intensifying on key export markets. The picture for the EU corn market in 2026/27 remains highly uncertain, with production outlooks sending mixed signals. According to first estimates from European agencies, EU corn production could increase, potentially reaching or even exceeding 60 MMT in the new season. However, this outlook remains far from certain, Serebriakova said. While early projections point to higher output, local analysts in key producing countries warn that planted area could decline, particularly in France, the EU’s largest corn producer and a direct competitor to Ukraine. Early estimates suggest a possible 10–15% reduction in planted area amid high fertilizer costs and a shift toward less input-intensive crops such as sunflower. At the same time, higher winter crop plantings are also limiting the room for corn expansion. “So far, corn crop in Spain and Italy is expected to decrease a bit in 26/27 MY. This could create additional demand for Ukrainian corn, but it will be still hard to compete in Spain with French corn and in Italy with Hungarian corn. That said, production is expected to grow in other parts of the EU. Romania, in particular, is likely to increase output, strengthening its position not only within the bloc but also on export markets such as the Middle East, where it directly competes with Ukraine,” Serebriakova said. However, even if overall EU corn production declines, this is unlikely to significantly improve export prospects for Ukrainian origin or open additional room on the EU market. “The 2025/26 season has already shown how difficult it is for Ukraine to compete in the EU. U.S. corn has consistently been more price-competitive, while logistics have shifted. What used to work with handy-size shipments at the start of russia’s war against Ukraine now requires Panamax volumes,” Serebriakova said. Another key pressure factor and competitor for Ukrainian corn in the EU market remains Brazil, with Brazilian corn is expected to further increase its presence in the EU market, adding to already strong competition from the U.S. “The Brazilian export season is approaching, and from July it will become increasingly difficult for Ukrainian origin to stay competitive in the EU. So, the European market may remain relatively quiet for Ukraine until the new season, but even in 2026/27, competition in Europe will stay intense,” she added.

📣 Live today: EU grain balance & what it means for Ukraine Today, 15 April at 18:00 (Kyiv time), Christina Serebriakova, CEO of ASAP Agri, will speak at the online Trend & Hedge Club meeting. 🌾 Topic: EU grain balance 📊 What to expect: ▪️ Key shifts in the European grain balance ▪️ Outlook for the 2026/27 season ▪️ Why it matters for Ukraine’s export strategy 👉 Register and join live: 🔗 trendhedgeclub.com/event-details/… #ASAPAgri #ASAPInsights #TrendAndHedgeClub #GrainMarket #EUGrains #AgriTrade

🛳 Freight from Ukraine: rates remain largely stable with slight downward correction in Handysize segment — ASAP Agri The Black Sea freight market remains subdued, with limited fixing activity driven by continued volatility in bunker prices and a wide gap between owners and charterers’ ideas. In the Handysize segment, owners continue to voice high freight rates; however, actual fixtures are being concluded at lower levels, as bunker prices have recently eased and the supply of fresh cargoes remains limited, which gives charterers some leverage during negotiations. In the Coaster segment, fixing activity remains muted due to the persistent gap between owners and charterers’ expectations. The number of firm cargoes ex Ukraine is limited, while owners continue to hold firm on their freight rate ideas. 📍Full report available to ASAP Agri Premium subscribers. 📍Stay ahead with ASAP Agri Premium Reports – your live analytics for every day! 📲Contact Olga Ramazanova (WhatsApp: +380 50 883 7557) to subscribe.

🌻 Turkey chooses russian sunflower meal over Ukrainian product Turkey has shifted from a balanced sunflower meal import structure to near-total reliance on a single supplier. 📊 From balance to dominance (2015/16 → 2025/26): 🇺🇦 Ukraine — ~45% → ~4% 🇷🇺 russia — ~45% → ~90% “The turning point came with the full-scale russia–Ukraine war, when Ukraine faced constraints in processing and logistics, allowing russia to capture a larger share of the Turkish market — a position later reinforced by EU trade restrictions, a larger crop, and a persistent price advantage,” says Victoria Blazhko, Head of Editorial, Content & Analytics at ASAP Agri. 📍 Read the full analysis on Latifundist 👉 shorturl.at/rbYAq 👉 Stay ahead with ASAP Agri Premium Reports 📲 Request a free trial: message Olga Ramazanova 👉 wa.me/380508837557?t… #ASAPAgri #ASAPInsights #SunflowerMeal #Ukraine #AgriTrade #Latifundist

🌾 April WASDE drags on CBOT as global wheat stocks overshoot expectations — ASAP Agri The April WASDE report tilted clearly bearish for wheat, as higher global production and a sharp increase in ending stocks outweighed any supportive factors. Global wheat production for 2025/26 was raised by 2 MMT m/m to 844.2 MMT. The increase was driven primarily by larger crops in the EU (+1.1 MMT to 145.1 MMT), russia (+0.8 MMT to 90.3 MMT), and Argentina (+0.2 MMT to 27.9 MMT). On the trade side, global exports were almost unchanged at 222.2 MMT, down just 0.3 MMT from March. Stronger shipments from russia (+1 MMT) and Kazakhstan (+0.5 MMT) were largely offset by cuts for Ukraine (-1 MMT) and Australia (-0.5 MMT). The key shift came on the demand side. Global consumption was reduced by 4.7 MMT to 820.1 MMT, mainly due to a downward revision for India. This adjustment pushed global ending stocks sharply higher by 6.2 MMT to 283.1 MMT, well above market expectations. In effect, the report reinforced a heavier global balance and added pressure on CBOT wheat. That said, price direction will not be driven by fundamentals alone. Geopolitical risk remains a key variable: any renewed escalation in the Iran conflict could inject support via energy and broader commodity markets, partially offsetting the bearish supply signal. 📍Detailed outlooks for all crops available to ASAP Agri Premium subscribers. 📲Request a free trial: message Olga Ramazanova on WhatsApp 👉wa.me/380508837557?t…

Ukraine’s barley export window to Turkey set to close as larger Turkish crop expected — ASAP Agri Ukraine’s barley export prospects to Turkey — its second-largest destination this season — are set to weaken sharply in the upcoming marketing year as the country prepares for a significantly stronger domestic crop. Turkey is expected to begin its 2026 barley harvest in late May, with market participants projecting production at around 8.5 MMT, up by roughly 3 MMT y/y after last year’s disappointing result. While the crop has yet to be harvested, these expectations already point to a sharp reduction in import demand. This would mark a clear reversal from the current season. According to the USDA, Turkey’s barley imports are estimated at 1.5 MMT in 2025/26, compared with just around 150 KMT in 2024/25, when the domestic crop was larger at about 7 MMT. The weaker harvest last year opened the door for imports and turned Turkey into one of the key destinations for Ukrainian barley. In July–March 2025/26, Ukraine exported 297 KMT of barley to Turkey, versus just 64 KMT in the same period a year earlier and about 75 KMT over the whole 2024/25 season. Only China imported more Ukrainian barley during the period, while Turkey’s share surged to 21% of total exports, up sharply from just 3% a season earlier. Looking ahead, this demand is likely to shrink. A larger domestic crop is expected to reduce import needs, while local prices are already competitive. “Local price is also quite attractive, as currently TMO is selling barley from its stocks at 12000 TL/MT, equal to about 269 USD/MT,” says Salih Karagöz, Broker at Atria Brokers. Against this backdrop, Ukrainian barley offers remain above domestic price levels. 📲 Get full market insights with ASAP Agri Request a free trial: message Olga Ramazanova on WhatsApp 👉 wa.me/380508837557?t… #ASAPAgri #ASAPInsiders #Barley #BlackSea

🚨 When one strait breaks, the whole market feels it ⚠️ While the U.S.–Iran tensions may appear to be easing, it is far too early to say the risk is gone. The Strait of Hormuz remains a pressure point — and markets know it. 🚢 What does this mean for Black Sea grain trade? The ASAP Agri analyst team explored how the Hormuz disruption reshapes: • freight and execution risks • trade flows and destination competition • price formation beyond supply-demand logic 🔍 What happens when freight becomes the market? 🔍 Why is execution becoming the key edge? 🔍 How fertilizer shock today can reshape supply tomorrow? 📍Read the full analysis for Miller Magazine, with insights directly from market players: Taras Panasiuk (Atria Brokers), Dr. Mykhailo Lytvyn (MVE PROSPERA AG), and Dmytro Hordiychuk (Infoindustry). 🔗 Access the article 👉 bit.ly/4vjfQsh 📲 Free trial of ASAP Premium analytics 👉 wa.me/380508837557?t… #ASAPAgri #ASAPInsiders #GrainMarkets #BlackSea #Freight #Logistics #MillerMagazine

Turkey’s early 2026 crop outlook: tighter corn, stronger wheat — ASAP Agri Turkey may be heading into a tighter corn season in 2026, with early signals pointing to a reduction in planted area and, consequently, a smaller harvest. The outlook was shared during the Turkish National Grain Council Congress in Konya (3–5 April), attended by Namık Kemal Parlak, editor of Miller Magazine, whose insights underpin this analysis. According to discussions at the event, Turkey’s corn area could decline by 10–15% y/y, pressured by ongoing water constraints and shifting production incentives. For context, USDA data shows that Turkey harvested around 610 KHA of corn in 2025, with production reaching 7,9 MMT. While corn signals tighten, the wheat outlook is moving in the opposite direction. Turkey is expected to expand wheat planted area from around 7.2 MHA last season to approximately 7.5 MHA this year. Under a scenario of normal weather conditions in April–May, production could recover sharply to 22.75–23.25 MMT, well above last year’s USDA estimate of 17.5 MMT. The more optimistic wheat outlook is largely supported by favorable winter precipitation, which has improved soil moisture conditions ahead of the critical spring development phase. The new-season outlook for Turkey and the broader Black Sea grain market — including trade flows, competitiveness, and price direction — will be discussed in more detail at EuroGrainExchange 2026 (23–24 April, Bucharest), where ASAP Agri is a media partner. Namık Kemal Parlak will be attending the event, with the April issue of Miller Magazine available on site — featuring ASAP Agri’s latest analysis on Hormuz disruptions and their implications for Black Sea grain trade, reflecting the ongoing cooperation between ASAP Agri and Miller Magazine. 🔗 Register here: #tickets" target="_blank" rel="nofollow noopener">eurograinevents.com/#tickets #ASAPAgri #ASAPInsiders #Wheat #Corn #EuroGrainExchange #MillerMagazine

🛳 Freight from Ukraine: rates edge higher as bunker prices keep increasing — ASAP Agri During the reporting week, fixing activity remained limited as the gap between owners’ and charterers’ ideas widened further. Shipowners started quoting higher freight levels following another sharp increase in bunker prices (up by more than 200 USD/MT for MGO in Istanbul). As a result, fixtures concluded during the week were on average USD 1–2/MT higher than the last done levels, depending on the DWT segment and destination. 📍Full report available to ASAP Agri Premium subscribers. 📍Stay ahead with ASAP Agri Premium Reports – your live analytics for every day! 📲Contact Olga Ramazanova (WhatsApp: +380 50 883 7557) to subscribe.

🤝 At the center of the market conversation On April 1, Victoria Blazhko, Head of Editorial, Content & Analytics at ASAP Agri, joined the live Trend & Hedge Club meeting in Kyiv. 📊 The conversation moved between two key topics: ▪️ the new State Statistics platform — and what the market actually needs from it ▪️ certification of grain warehouses and its potential influence on exports — still early, but already sparking hot discussion But beyond the agenda, the real value was in the room. Meeting traders, producers, and industry experts — hearing how they see the market — is what makes analytics sharper and more relevant. 📸 Strong discussions. Valuable connections. #ASAPAgri #GrainMarket #TrendHedgeClub #AgriTrade #MarketInsights

Romanian wheat exports surge but price pressure remains – ASAP Agri Romania’s wheat exports have been moving at a strong pace in 2025/26, driven by ample supply and steady demand from key importers. However, despite robust shipments, the market remains under pressure from intense competition and abundant global supply. According to European Commission preliminary customs data, Romania exported 5.8 MMT of wheat in July-March 2025/26, compared with 4.4 MMT over the same period last year. The volume has already surpassed the country’s total exports for the entire 2024/25 season (5.6 MMT), highlighting a significantly stronger start to the campaign. The export momentum has been supported by a relatively large crop and consistent demand from traditional destinations. “Demand for Romanian wheat exports has been solid this season, especially from Saudi Arabia and some North African destinations,” said Georges Medawar, commodity broker at Atria Brokers and trade advisor at ASAP Agri. Romanian wheat shipments to Saudi Arabia surged to around 1.3 MMT in July–March 2025/26, up from 810 KMT a year earlier, while exports to Algeria also increased to 650 KMT from 350 KMT. In contrast, shipments to Egypt rose only marginally to around 930 KMT, compared with 820 KMT last season, reflecting strong competition from Russia. “At the same time, Romanian origin faces strong competition from Russia in key markets, particularly Egypt, while Ukrainian wheat is consistently offered at lower prices. Competition remains intense,” Medawar adds. According to Medawar, as of 1 April, Romanian 11.5% milling wheat was offered at around 245 USD/MT FOB Constanța, maintaining a premium over Ukrainian origin, which was offered at around 235 USD/MT FOB POC for handysize parcels for April shipment. “Prices for Romanian wheat had been relatively stable, but the Persian Gulf conflict pushed them higher due to the sharp rise in crude oil. Still, this increase looks fragile, as the market continues to be weighed down by large global wheat supplies this season,” Medawar said. The outlook for both the Romanian and global wheat markets, including price trends and forward expectations, will be discussed in detail at EuroGrainExchange 2026 on 23–24 April in Bucharest. Georges Medawar of Atria Brokers will be available for in-person meetings during the event. ASAP Agri is a media partner and sponsor of the conference. 💡 Early participation rates are available until 5 April. 🔗 Register here: #tickets" target="_blank" rel="nofollow noopener">eurograinevents.com/#tickets #ASAPAgri #ASAPInsiders #WheatMarket #EuroGrainExchange

⏳ Last days of ASAP Agri Anniversary Offers March is coming to an end — and so are our 2nd Anniversary benefits. Final opportunity to access: 🎁 15% discount for new subscribers 🎁 9+3 annual access for Premium & Exclusive existing subscribers (pay for 9 months, get 12) 👉 Upgrade your market intelligence before the offer closes. 📲 Message Olga Ramazanova 👉 wa.me/380508837557 #ASAPAgri #ASAPPremium #GrainMarkets #MarketAnalytics #Grains #Oilseeds

🛳 Freight from Ukraine: market continues to seek balance amid ongoing bunker prices volatility — ASAP Agri Little changed on the Ukrainian freight market during the last week. Owners continue to voice high freight ideas amid increased bunker costs and fixing activity remains limited. However, speculative factor has started to ease, and charterers and owners are more frequently finding common ground. In the Handysize segment, rates showed mixed dynamics: freight to European destinations edged up slightly, while rates to the EastMed and Turkey softened somewhat. In the Coaster segment, most negotiations were held at levels similar to last week’s marks. The supply of coaster tonnage remains limited; but, the number of firm cargoes is also small, making it difficult for owners to push rates higher. 📍Full report available to ASAP Agri Premium subscribers. 📍Stay ahead with ASAP Agri Premium Reports – your live analytics for every day! 📲Contact Olga Ramazanova (WhatsApp: +380 50 883 7557) to subscribe.

🌱 Soybean math flips: oil drives, meal struggles The soybean market is shifting — and the balance is no longer built on meal. 🛢 Soybean oil is setting margins ⛽️ Biodiesel demand is driving crushing 📈 More processing = more meal But here’s the problem: 📦 Global soybean crush: record 368 MMT in 2025/26 📉 Meal supply: record ~290 MMT 📊 Stocks rising to ~19 MMT ➡️ More supply — but demand can’t keep up “While soybean oil is finding support, CBOT meal prices capped near 330 USD/MT — well below recent years — show that the real pressure in the complex remains on the protein side,” says Victoria Blazhko, Head of Editorial, Content & Analytics at ASAP Agri. ❓ What does this mean for Ukraine? 🇺🇦 Read the full analysis on Latifundist 👉 shorturl.at/zUGr6 👉 Stay ahead with ASAP Agri Premium Reports! 📲 Request a free trial: message Olga Ramazanova on WhatsApp 👉 wa.me/380508837557?t… #ASAPAgri #ASAPInsights #Soybeans #SoybeanMeal #Latifundist

🌻 Turkish sunflower seed prices jump after pesticide issue in Argentinian cargoes delivered to Europe – ASAP Agri “Turkey’s sunflower seed import market has firmed noticeably over the past two weeks, with CIF Marmara bids rising by around 20 USD/MT to about 715 USD/MT” said Yilmaz İdin, CEO of Aves Agri Trade SRL Romania. At the same time, sellers have moved ahead of the market, lifting their price ideas to around 730 USD/MT CIF Marmara, reflecting tightening sentiment. The shift has been driven by reports of pesticide residues found in Argentinian sunflower seed cargoes delivered to Europe, raising concerns over supply quality and availability in the region. 🏭 Aves, Turkey’s largest sunflower seed processor, operates two crushing plants with a capacity of 1500 MT/day each, located in Amasya (close to Samsun) and Mersin — placing the company at the center of the country’s import and processing flows. In order to improve origination of Romanian sunseeds, they also opened office in Romania. The outlook for the Turkish and global sunflower market will be in focus at EuroGrainExchange 2026 (23–24 April, Bucharest), where Aves is a general sponsor and ASAP Agri is a media partner. 💡 Early participation rates are available until 5 April. 🔗 Register here: #tickets" target="_blank" rel="nofollow noopener">eurograinevents.com/#tickets #ASAPAgri #ASAPInsiders #SunflowerMarket #AvesAgriTrade #EuroGrainExchange

🌽Turkish buyers step up food-grade corn purchases, but little support seen for Ukrainian market – ASAP Agri Corn prices on Turkey’s Konya exchange have surged sharply, reaching around 320 USD/MT as of 24 March, mainly due to rising domestic logistics costs. Against this backdrop, starch producers have become more active in buying food-grade corn, turning to supplies from russia, Moldova, and Romania, said Salih Karagoz, Broker at Atria Brokers. According to Karagoz, russian food-grade corn was recently traded at around 250 USD/MT CIF Marmara, while a coaster cargo of Romanian origin was also reportedly booked. Christina Serebriakova, Broker at Atria Brokers and CEO of ASAP Agri, added that bids for Romanian food-grade corn were already heard at 255 USD/MT on 24 March. Given that the import license for food-grade corn is estimated at around 45 USD/MT, imported origin currently looks more attractive than domestic supplies. Despite this rally, support for Ukrainian corn prices is expected to remain limited, and ASAP Agri underlined the reason for it in its Daily report for Premium subscribers. 📝A broader discussion of corn market developments in Turkey and the Black Sea region will take place at EuroGrainExchange 2026 on 23–24 April in Bucharest. Till 5 April you still can catch a good participation price.

📊 The market moves fast — and so does March. ASAP Agri’s 2nd Anniversary offers remain available, but the window is closing. 🎁 Current opportunities: ▪️ 15% discount for new subscribers ▪️ 9+3 annual access for Premium & Exclusive existing subscribers (pay for 9 months, get 12) 👉 If you’ve been thinking about upgrading your market analytics, this may be the right moment. 📲 Contact Olga Ramazanova 👉 wa.me/380508837557 #ASAPAgri #ASAPPremium #GrainMarkets #MarketAnalytics #Grains #Oilseeds

🛳 Freight from Ukraine: rates show signs of stabilization as market participants adjust to new realities — ASAP Agri After two rather turbulent weeks, fixing activity slightly improved during the reporting week, as charterers with previously sold cargoes were forced to meet their contractual obligations and could no longer delay shipments. However, this mainly applies to the Handysize segment, while in the Coaster segment the wide gap between charterers and owners’ freight ideas continues to weigh heavily on market activity. Nevertheless, the fixtures that were concluded were mostly done at levels seen last week. 📍Full report available to ASAP Agri Premium subscribers. 📍Stay ahead with ASAP Agri Premium Reports – your live analytics for every day! 📲Contact Olga Ramazanova (WhatsApp: +380 50 883 7557) to subscribe.