SPIKE Context

🔎 Головні сигнали

Largest importers of Ukrainian soybeans and rapeseed in the 2025/26 season: The Ukrainian Grain Association (UGA) has identified the largest importers of Ukrainian soybeans and rapeseed in the MY 2025/26. Turkey was the leading destination for Ukrainian soybean exports, while Germany remained the largest buyer of Ukrainian rapeseed. Soybeans Turkey was the largest importer of Ukrainian soybeans, purchasing 923 thsd tons. Provider: b (ukragroconsult.com)

Ukraine strikes Russian ships near Crimea, escalating attacks on fuel supplies: These attacks appear to be the latest phase of Ukraine's self-declared "logistics lockdown" which aims to choke off supplies and routes into and out of occupied Crimea. ... The sight of tankers loitering in the Sea of Azov off the north-eastern coast of occupied Crimea is common, as there is an onshore oil loading facility at Kerch port on the (bbc.com)

Українська пшениця дешевшає: у портах ціни просіли ще на $6–11/т | Ukrainian Shipping Magazine — Новини судноплавства України та світу: У портах продовольча пшениця подешевшала до $202–209/т, фуражна — до $188–199/т CPT-порт . На українському ринку пшениці минулого тижня ... Provider: brave_search (usm.media)

Ціни на зерно в Україні: пшениця просіла, ячмінь зріс: На українському зерновому ринку станом на 10 липня 2026 року зберігається різноспрямована цінова динаміка. Пшениця в портах дещо просіла в ціні, тоді як ячмінь і окремі позиції кукурудзи демонструють зростання. Provider: brave_search (growhow.in.ua)

According to the results of the 2025/26 MY, Ukraine exported almost 37.5 million tons of grain: In the 2025/26 MY, Ukraine exported 37.461 million tons of grain, which is 7.8% less than last year. Wheat exports amounted to 14.129 million tons, corn - 21.28 million tons (graintrade.com.ua)

Ukraine’s grain and oilseed exports could reach 50.8 mln tons in the new season: Soybean exports in the 2026/27 marketing year could total 2.3 mln tons, down from 2.9 mln tons in the current season. The remaining soybeans are expected to be processed domestically, as legislative restrictions have made exports of soybeans, as well as rapeseed, more difficult. For almost 30 years of expertise in the agri markets, UkrAgroConsult has accumul (ukragroconsult.com)

🚚 Логістика

🌾 Зернові

Pace of Ukrainian grain exports at the beginning of the season is 80% higher than last year: Of these: wheat – 14.1 million tons; barley – 1.5 million tons; rye – 0.2 thousand tons; corn – 21.3 million tons; flour – 62.1 · For almost 30 years of expertise in the agri markets, UkrAgroConsult has accumulated an extensive database, which became the basis of the platform AgriSupp. It is a multi-functional online platform with market intelligence for gra (ukragroconsult.com)

Since the beginning of July, almost 512 thousand tons of agricultural products have been exported by rail | Ukrainian and World Shipping News - Ukrainian Shipping Magazine - Ukrainian and World Shipping News: In the first week of July, Ukraine exported 511.7 thousand tons of grain cargo by rail , most of which was sent to seaports. Provider: brave_search (en.usm.media)

🌱 Олійні та переробка

Spike Land | 08 Jul 2026: Spike Land | 08 Jul 2026 Rapeseed Ngmo Iscc 40% (as Is) offer 1k-1k DAP Magdeburg 17.08-20.09.2026 SUBJECT Soybean Oil Crude bid 1k-1k FCA Rivne region 01.08-31.08.2026 995€ Soybean Meal Gmo 45.5pro (non-pellets) bid 1k-1k DAP Halmeu 01.08- (MN7R Bluesky)

🇺🇦 SPIKE SPOT INDEX UKRAINE | Weekly Commodity & Logistics Market

Part I. Logistics

Main export signals for the period:

1. Ukrainian grain exports sustained a throughput exceeding 36 million tonnes during the reporting week, reflecting ongoing strong export activity amid the harvest season.

2. Rail shipments of grain showed a significant increase at western border crossings, with daily wagon transfers rising notably to Poland, Slovakia, and Hungary.

3. Road transport maintained a critical role in grain and oilseed exports, particularly at western border points such as Chop, where corn and soybean prices remained stable.

4. Danube river ports contributed to export capacity, though volumes were limited by infrastructure constraints and remained below peak potential.

🚚 ROAD TRANSPORT:

Road crossings at Chop and other western border points exhibited steady throughput with key commodities including grains and oilseeds directed primarily toward EU markets.

Local FCA Chop prices for corn and soybeans held steady, indicating balanced supply and demand dynamics in road transport corridors.

Logistics chains adapted to localized bottlenecks, ensuring continued export flow and complementing rail and port operations.

The strategic importance of road transport persists in mitigating pressure on rail networks and ports.

🚝 RAIL TRANSPORT:

Rail grain shipments increased by approximately 18% year-to-date, with average daily wagon volumes rising to 22.3 wagons to Poland, 25.4 to Slovakia, and 53.6 to Hungary.

Rail flows split between direct deliveries to Black Sea ports and transfers at border points for onward transport.

Rail remains a vital export channel balancing port congestion and providing access to diversified markets.

⚠️ Some bottlenecks continue at border crossings, but infrastructure upgrades are improving wagon handling efficiency.

🚧 BORDER DIRECTION:

Wagon transfer and accumulation intensified at major western border points including Chop, with daily grain wagon transfers slightly reduced compared to the previous week but overall throughput stable.

Infrastructure improvements at western borders contributed to smoother grain wagon handling and reduced delays.

⚓️ PORT DIRECTION:

Ports of the Greater Odesa region handled an average of 968 grain wagons unloaded daily, a slight decrease from the previous week.

The number of grain wagons moving toward Odesa ports declined to 4,639 wagons, while daily loading on the rail network toward these ports increased to 833 wagons per day.

Danube river ports saw a reduction in grain wagons moving toward them to 138 wagons, with daily unloading rates around 41 wagons per day.

Danube ports continue to provide supplementary export capacity, though volumes remain constrained by infrastructure limits.

Part II. Grains

📈 SPIKE Spot Commodity Index Ukraine:

Corn (CPT Odesa export basis) stood at 212 USD/t with a positive change of 1 USD/t.

Milling wheat (CPT Odesa export basis) was priced at 208.1 USD/t, increasing by 1 USD/t.

Feed wheat (CPT Odesa export basis) reached 198.5 USD/t, up by 1 USD/t.

Corn FCA Chop was valued at 227 USD/t, reflecting a 1 USD/t increase.

Market activity showed mixed price movements with wheat prices softening slightly in ports by 6-11 USD/t, while barley and some corn positions recorded upward price adjustments.

Ukraine exported nearly 37.5 million tonnes of grain in the 2025/26 marketing year, with wheat exports at 14.1 million tonnes and corn at 21.3 million tonnes.

Part III. Oilseeds and processing products

Sunflower seed (CPT Crush processing basis) was priced at 720.8 USD/t, rising by 7 USD/t.

Rapeseed non-GMO (CPT Crush processing basis) stood at 588 USD/t, up by 1 USD/t.

GMO soybean (CPT Crush processing basis) held steady at 460 USD/t.

GMO soybean export prices at CPT Odesa remained at 440 USD/t, while FCA Chop prices increased by 15 USD/t to 465 USD/t.

Non-GMO soybean export prices at CPT Odesa were stable at 460 USD/t, with FCA Chop prices rising by 15 USD/t to 475 USD/t.

Rapeseed non-GMO export prices at CPT Odesa increased by 3 USD/t to 557.5 USD/t, while FCA Chop prices decreased slightly by 5 USD/t to 565 USD/t.

Export destinations for Ukrainian soybeans in the 2025/26 season were led by Turkey, which imported approximately 923 thousand tonnes.

Germany remained the largest buyer of Ukrainian rapeseed during the same period.

Soybean exports for the 2026/27 marketing year are projected to decline to 2.3 million tonnes, with a larger share expected to be processed domestically due to export restrictions.

Sunflower oil and processing chains continued to show resilience amid fluctuating global demand and supply conditions.