Sergey Feofilov

Ph.D, Founder of UkrAgroConsult agency, specialized in the Black Sea & Danube agri markets since 1994.

[UkrAgroConsult @UkrAgroConsult]

📣Welcome to BLACK SEA GRAIN.KYIV – premiere agribusiness event, April 24

🤝BLACK SEA GRAIN. KYIV – 2025 will unite agricultural leaders to discuss market trends, challenges, logistics, financing, and Ukraine's agricultural recovery.

Read more 👉https://t.co/nwLIxxJcoV
#BSG2025

[Sergey Feofilov @SergeyFeofilov]

Warm Jan weakened winter crops resistance. Growing fertilizer stocks and imports. Expected considerable corn market volatility. Ukraine domestic grain prices rose by almost 50% in 2024. Bulgaria's crushing industry is hungry for more oilseed supply. @sergeyfeofilov

[UkrAgroConsult @UkrAgroConsult]

📣 Join an interactive Seminar tailored by Fortior Law specifically for grain traders and agribusiness professionals - 'Avoiding Common Mistakes in Grain Trading: Real Cases Insights'.

🔵 AGENDA AND REGISTRATION 👉https://t.co/SYUs3gjDRa

[Sergey Feofilov @SergeyFeofilov]

Low port fobbing costs will increase after June 2025 in Ukraine. Buyers push SFS prices down, sellers halt sales promoting lower crushing capacities usage. Warm weather encouraged Romanian farmers to sow wheat in Jan. Russian 2024 oilseed crop was not record high @sergeyfeofilov

[UkrAgroConsult @UkrAgroConsult]

🌱Despite the military challenges and drought, Ukrainian farmers harvested a record 6.23 mln tons of soybeans in 2024.

👉Read a new interview with @SergeyFeofilov, CEO of UkrAgroConsult: https://t.co/MM2wJIUf5Y

Don't miss the opportunity to discover new insights and trends!

[UkrAgroConsult @UkrAgroConsult]

🔔 Registration for BLACK SEA GRAIN.EUROPE goes on - delegates from 15 countries already registered! Join us on February 13-14 in Prague, Marriott Hotel.

👉Secure your ticket with a Smart Rate before January 31!

Registration: https://t.co/Sw3q2VQqLa

[Sergey Feofilov @SergeyFeofilov]

Black Sea Danube region: Dec-Jan rise in feed prices is a general trend. Some Romanian farmers continue to harvest corn in Jan. Sunseed "hunt" continues - prices go up. Russian wheat exports decline expecting quota regime, export duties are also higher. @sergeyfeofilov

[Sergey Feofilov @SergeyFeofilov]

Higher demand for Romanian #wheat as Russia Ukraine exported most of 2024 wheat. Jan-June 2025 Ukraine barley #exports not more 700K. Ukraine soy area expected to decline, corn sunseed to increase in 2025, 7% increase in w.barley area. Ukraine sunseed heated up @sergeyfeofilov

[Sergey Feofilov @SergeyFeofilov]

Long waited UkrAgroConsult December forecast of 2025 harvest in Ukraine. https://t.co/A8q2KBhVxQ
Grain 2025/26 #export estimated at 45.3M vs. 40M in 2024/25. Hope for monthly updates @sergeyfeofilov

[Sergey Feofilov @SergeyFeofilov]

Wheat demand recovering, barley market remains inactive. W.rapeseed areas increased in Black Sea, Ukraine being exception. Dec weather improved w. crop conditions and mitigated risks. Romanian 2025 corn estimations vary 8.9-9.7 M mt (7.58 M mt in 2024). @sergeyfeofilov

[Sergey Feofilov @SergeyFeofilov]

Forecasts of 2025 area by crop and harvests to be issued soon. More winter rapeseed planted, 2025 corn area will be less, usual crop structure changed. Dec 1-10 Ukraine exported 168 K mt of wheat, 1.7 M mt exported in Dec 2023. Russia rushes to export wheat @sergeyfeofilov

[Sergey Feofilov @SergeyFeofilov]

Ukraine. Corn export largest in Nov, wheat barley exports sharply down. Crushers try to lower SFS price, supply is weak. Will Turkish corn imports tax and quotas to be lower/added after Jan. 1, 2025. Russia record winter rapeseed area promises bumper 2025 crop @sergeyfeofilov

[Sergey Feofilov @SergeyFeofilov]

Bullish wheat in Black Sea-Danube markets, like global trends. For how long? In Jan-Sep 2024, Constanta more than halved Ukraine grain transit y/y. Flour mills buy wheat, competing with other buyers and exporters. Ukraine winter barley area up 12% y/y as expected @sergeyfeofilov

[UkrAgroConsult @UkrAgroConsult]

🔵Registration started! Join agibusiness professionals from 50+ countries worldwide at BLACK SEA GRAIN.EUROPE.

✅February 13-14, 2025
📍Marriott Hotel, Prague, Czech Republic

🔵Registration: https://t.co/Sw3q2VPSVC
🔵Stand & Advertising: https://t.co/kad8yyORas

[Sergey Feofilov @SergeyFeofilov]

@Mingyuegreat Hi Mingyue - sorry for cutting the words in the message due to X limits - I meant Russian market exports quota size estimates vary from minimal 5 M mt up to 17 M mt - and the most likely quota size I suppose might be from 10 to 12 M mt - pls feel free to contact me any time

[Sergey Feofilov @SergeyFeofilov]

BSea Danube region: signs of higher winter crops area. Ukraine barley market expected inactive by spring 2025.Russia.Export quota15 Feb. to 30 June 2025 estimated 5-17MMT likely 10-12MMT. Romania wheat prices down, July-mid-Nov exports of 2.49MMT to non-EU markets @sergeyfeofilov

[Sergey Feofilov @SergeyFeofilov]

Ukraine. Will exports be more tightly controlled/ better managed from Dec.1? Oct. exports rose. Corn exports increased, but wheat declined. Seems 2024 winter wheat rapeseed areas and crops in BSea Danube will increase, so price fluctuations in 2025 not excluded. @sergeyfeofilov

[Sergey Feofilov @SergeyFeofilov]

Corn SFS prices vary by country in BSea Danube region. More risks in 2025 grain oilseed crop with high price volatility due to weather. Ukraine SFS SFO prices continue to rise and Nov.-Dec. corn exports may rise to 2-3 M. Crushers expect margins only in 2025/26 @SergeyFeofilov

[Sergey Feofilov @SergeyFeofilov]

Black Sea-Danube prices are mixed to higher. Poor wheat crop in France made BSea wheat almost must for Mediterranean. Such high wheat barley export is most striking. Russia winter crop loss can be 1.5Mha. Now grain export limits in 2025 seem most likely in BSea@SergeyFeofilov

[UkrAgroConsult @UkrAgroConsult]

🟠We are starting the week with inspiration and great thanks to all participants of the 10th International Conference BLACK SEA OIL TRADE-2024, organized by UkrAgroConsult on October 15th in Bucharest!

📸 Full photo gallery is available here: https://t.co/BjTYWLRjG5

#BSO2024