Ukraine enters the end of 2025 amid an active grain export season and growing demand for oilseeds. According to FAO, the European Commission and USDA, the global agricultural market in the 2025/26 season is moving into a moderately balanced phase.
The main focus now is corn. USDA forecasts a record global harvest, while Ukraine remains among the top five exporters. High supply is keeping prices near last year’s levels.
The oilseed market shows the opposite picture: demand is rising. FAO analysts note that expanding biofuel production in the United States, Indonesia and Brazil supports a persistent shortage of soybean and rapeseed oil.
The European Commission expects stable demand for oilseed and grain imports in EU countries, giving Ukraine an opportunity to maintain market share if delivery remains competitive.
The key autumn risks are weather fluctuations related to late corn harvesting and possible port logistics delays. Still, the overall outlook for Ukraine remains positive.