중국 곡물 및 시리얼 인사이트

The Federal Center for Assessing the Safety and Quality of Russian Industrial and Agricultural Enterprises noted that in the first half of 2025, China ranked first in multiple agricultural product import categories from the Altai Border Region, including vegetable oil (174,500 tons), buckwheat (125,500 tons), oil cake (approximately 53,000 tons), flaxseed (49,000 tons), sunflower (nearly 17,000 tons), flour (12,500 tons), oatmeal (nearly 7,000 tons), and oil meal (about 7,000 tons). Additionally, in the first half of 2025, countries importing agricultural products from the Altai Border Region included Belarus, Kazakhstan, Kyrgyzstan, Uzbekistan, Mongolia, Iran, South Korea, and Japan. In the first 6 months of 2025, the Altai Border Region exported a total of 1,126,000 tons of plant-based products overseas, including grains, grain processing products, vegetable oils, medicinal raw materials, and seeds.

Feed demand for wheat in China could exceed the USDA’s current forecast of 33 million tonnes for the 2025/26 season as corn supplies remain tight and prices continue to rise, according to the latest China Agriculture Update from Sitonia Consulting. Wheat and corn prices in key regions such as Henan Province have almost equalled each

KEY POINTS Ukrainian sellers intend to redirect wheat exports to Asia and Africa after the reintroduction of import duties and quotas on Ukrainian agricultural products in the EU, effective June 6. The wheat quota is set at 1.3 million tons, with import duties of 95 euros/ton (111 USD/ton). Traders noted that while the EU imported 4.5 million tons of Ukrainian wheat in the 2024-25 marketing year, with Spain, the largest buyer, purchasing over 2 million tons, the introduction of duties could undermine Ukraine's competitiveness, creating uncertainty about the volume of future purchases in the marketing year from July 2025 to June 2026. One seller noted that the quota of 1.3 million tons is merely a "two to three-month supply," and Ukrainian wheat may find it difficult to remain competitive in the EU. "Why would we lower the price of wheat? We will have to sell it to other countries that are willing to pay more at a fair price, such as Asia..."