According to a forecast by Rusagrotrans, Russia is expected to export 2.2 - 2.3 million tons of grain in February 2025 (compared to 4.4 million tons in February 2024), marking the lowest level since February 2020, when exports stood at 1.9 million tons. In January, exports are estimated at 2.54 million tons (compared to 4.08 million tons).

Between July 1, 2024, and February 3, 2025, Ukraine has exported 25.769 million tons of grain (compared to 24.202 million tons in the previous year), including 76,000 tons in February (compared to 313,000 tons). The gap between the two seasons continues to widen in favor of the previous year. Wheat exports totaled 10.833 million tons (9.381 million tons previously), barley exports reached 2.064 million tons (1.419 million tons), and corn exports amounted to 12.442 million tons (13.141 million tons).

The European Commission has lowered its estimate for the EU’s rapeseed production in 2024 to 17.2 million tons, while rapeseed processing in 2024/25 is expected to reach 23 million tons. The largest consumer is Germany, with approximately 10 million tons processed. In the first half of the season, Ukraine was the primary supplier, while in the second half, an increase in imports from Canada and Australia is expected. Between July 1, 2024, and January 19, 2025, rapeseed imports to the EU totaled 3.4 million tons (+5% compared to the previous year), with Ukraine supplying 2.2 million tons or 63% of total imports (compared to 2.1 million tons the year before). Imports from Australia reached 875,000 tons and are expected to increase rapidly by the end of the season, while imports from Canada totaled 144,000 tons. Since Canada cultivates GMO rapeseed varieties, the oil produced from them faces usage restrictions in the EU. This season, imports of non-GMO rapeseed from Serbia and Moldova have declined significantly. Previously, Abares raised its forecast for Australia's canola production to 5.6 million tons (+8% and +10% above the 10-year average).

Strategie Grains has increased its estimate for the EU’s 2025/26 rapeseed production to 19 million tons (compared to 18.74 million tons in the previous forecast), while the sunseed production forecast has been lowered to 10.4 million tons. The soybean production estimate has been increased by 0.1 million tons to 3.2 million tons, marking the first time it surpasses 3 million tons. The market for rapeseed, soybean, and palm oils is expected to remain tight.

For February, Indonesian authorities have lowered the base price of crude palm oil to 955.44 USD/ton (compared to $1,059.54 in January), setting the export duty at 124 USD/ton.

According to APK-Inform, Kazakhstan's barley production in 2024 is expected to reach 3.84 million tons (compared to 2.61 million tons in 2023 and 3.28 million tons in 2022). The cultivated area for barley was 2.28 million hectares (compared to 2.42 million and 2.18 million hectares in previous years), with an average yield of 1.51 tons per hectare (compared to 1.08 and 1.68 tons per hectare).