Linseed prices at FCA Dordrecht remain unchanged week-on-week as of 19 September 2026, with Kazakh organic brown holding at €1.25/kg and Russian conventional yellow at €1.40/kg, amid strong new-crop export flows and non-threatening harvest weather across both origins.
Cumulative global fishmeal production fell 49% year-on-year in the first seven months of 2026, with fish oil output down 30%, driven by shortfalls in South America and weaker catches in Africa and Northern Europe. IFFO says Asian producers may partially offset the decline in Q4, but demand headwinds in China's aquaculture and pig sectors are weighing on recovery prospects.
Feed-grade triticale prices in north-west Germany remained stable at 0.225 EUR/kg EXW Drentwede as of 17 September 2026, supported by firm EU feed grain sentiment, steady livestock demand, and tight coarse grain availability, according to CMB News.
German feed rye EXW prices have firmed modestly in northern regions, while Ukrainian rye offered FOB Odesa has ticked up slightly, as ample EU grain supply and persistent Black Sea risk premia shape a cautious but balanced rye market heading into late September 2026.
CBOT soybean futures fell for the week ending 18 September 2026, weighed down by the onset of U.S. harvest and softness in vegetable oil markets, while firm soymeal prices, robust Chinese export demand, and harvest-delaying Midwest rains capped the downside. Regional FOB prices showed a mixed picture, with Ukrainian standard soybeans easing and GMO-free values edging higher.
Ukrainian soybean prices at Odesa are softening modestly as alternative Black Sea export routes inch toward greater capacity, now handling around 40% of normal agricultural volumes, while seasonal harvest pressure adds fresh supply into a still-constrained logistics system.
Strong soybean meal exports from Argentina — close to 3 million tonnes in August 2026 — driven by sustained buying from the EU, Vietnam, Türkiye and Indonesia, are keeping Argentine crushing margins attractive and supporting global soybean demand. FOB soybean prices in Ukraine, the US and China remained broadly flat in euro terms in mid-September, while emerging weather risks in Brazil's Mato Grosso introduce potential upside price risk later in the 2026/27 season.
Grain futures moved higher overnight on September 16, 2026, led by a surging soybean meal market that reached a 2.5-year high. Corn, soybeans, and wheat also posted gains, while market participants awaited the Federal Reserve's anticipated interest rate decision. Ongoing heavy rainfall in the Corn Belt, elevated crude oil prices tied to Middle East supply disruptions, and developing U.S.-China trade talks added further context to commodity market moves.
A rapidly intensifying El Niño is tightening water levels at the Panama Canal and prompting precautionary draft restrictions, according to an analysis by agribusiness consultant Alê Delara published by CZ App on 17 September 2026. The weather event could raise US Gulf-to-Asia shipping costs, eroding US soybean and corn competitiveness and redirecting Asian demand toward Brazil — but the same climate risks that could lift Brazilian export premiums also threaten its domestic harvest and push up farm input costs.
U.S. corn and soybean futures rebounded on Monday, 14 September 2026, driven by technical buying and strong export inspection data, while wheat futures moved lower amid persistent demand pressure. December corn settled at $5.3325 per bushel and November soybeans reached $13.0425, with weekly soybean export inspections surging nearly 45% above the prior week and exceeding analyst forecasts. Wheat remained under pressure as cumulative 2026/27 inspections tracked roughly 28% below last year's pace.