Obtain the data you need to make the most informed decisions by accessing our extensive portfolio of information, analytics, and expertise. Sign in to the product or service center of your choice.
Russia and Ukraine are major exporters of grains (corn &
wheat) and vegetable oils (sunflower oil). Their importance in ag
commodities world trade has grown over time.
World corn export origins have shifted over the last 15 years,
market share has shifted away from the US, south to Brazil and
Argentina, and east to Ukraine. World soybean export origins have
also shifted with the US and Argentina's market share declining and
Brazil now making up roughly 50% of world exports. Lastly, world
wheat export origins have shifted with the United States & EU
losing 14% of world trade market share at the same time Russia and
Ukraine gained 18%. Listen as our agribusiness experts share how
the Russia-Ukraine war impacts global agricultural markets:
Since the start of the conflict, commodities including oil
grains, vegetable oils, oil seeds, have increased sharply, while
equity markets have fallen. Watch this update for the themes/ sign
posts we've set out to track as events unfold.
With Russian banks being cut from the SWIFT banking system,
secific exemptions have ben made for export transactions with
Germany, Italy and a few other EU countries. A decision has not
been made on food and ag export transactions, however here are a
few considerations:
Policy and Politics - though the situation remains very fluid,
there are several areas to focus on, including the response of the
market to the talks between Russia and Ukraine.
