Ukraine's wheat export prices are supported by low supply and rising stock market quotes

Published Sep 30, 2025

Tridge summary

Precipitation in Ukraine has allowed for increased sowing of winter crops, although it has delayed the harvesting of late crops. During this period, the supply of wheat is seasonally reduced, so the market is experiencing an increase in export demand and prices. During the week, export demand prices for food wheat increased by 100-150 UAH/t

Original content

to 10,300-10,400 UAH/t or $216-220/t, while those for feed wheat remained at the level of 9,500-9,700 UAH/t or $204-207/t with delivery to Black Sea ports. Wheat exports from Ukraine accelerated and amounted to 1.7 million tons in the 26 days of September (compared to 2.18 million tons in the same period last year). In total, in the MY 2025/26, Ukraine exported 4.34 million tons of wheat, which is 37% lower than the corresponding figure last year (5.963 million tons) and is 28% of the export forecast for the season. As of September 23, 2025, only 0.67 million hectares were sown with winter wheat in Ukraine, which is 14% of the plan. During September 19-25, wheat exports from the United States decreased by 21.4% compared to the previous week to 738.6 thousand tons, and in total for the season reached 9.54 million tons, which is 15.1% higher than last year’s pace. Winter wheat in the US has sown 34% of the projected area (36% on average over 5 years). Stock ...

Source: UkrAgroConsult