Indian soybean prices are consolidating at elevated levels in September 2026, supported by weaker domestic crop output, patchy monsoon conditions in key growing states, and trade estimates pointing to record imports approaching 1 million tonnes for the current oil year. FOB New Delhi prices for sortex-clean soybeans remain stable at 0.87 EUR/kg, well above global benchmarks, while mandi prices fluctuate around the mid-₹6,000/quintal range.
Argentina's bumper 2025/26 corn harvest of roughly 71.7 million tonnes is driving record export volumes to North Africa, displacing Ukrainian and EU supplies constrained by Black Sea disruptions and drought. Morocco, Egypt, and Algeria have all sharply increased purchases from Argentina in the first seven months of 2026, while Brazil's expanding ethanol sector is further tightening global export availability.
The U.S. Grains & BioProducts Council recently guided a delegation of Japanese corn food and feed end-users through sites in Iowa and Washington, exposing newer buyers to U.S. corn production, quality standards, and export logistics in a bid to strengthen long-term trade ties with Japan.
The U.S. Grains & BioProducts Council has released an evidence-based factsheet asserting that U.S. corn delivers higher yields, lower greenhouse gas emissions, faster processing times, and better feed conversion rates than corn from other major producing countries, with estimated financial benefits for wet millers and broiler producers.
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.
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.
USDA's September 2026 Cattle on Feed report shows total inventory rose just 1% year-over-year to 11.163 million head, while August placements fell 9% to a record low of 1.617 million head — the smallest figure for that month since data collection began in 1996. Both results came in below analyst expectations, adding pressure to cattle futures markets already dealing with weak boxed beef demand.
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.
The Rural Mainstreet Index fell to 44.7 in September 2026, slipping back below the growth-neutral threshold of 50.0 for the fourth time in six months, as rising fertiliser and fuel costs outweighed optimism from higher grain prices, according to Creighton University's monthly survey of rural bank CEOs.
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.
The European Feed Manufacturers Federation (FEFAC) has projected a soybean meal supply gap of at least 5 million tonnes in the EU for the 2026-27 marketing year, driven by drought, Black Sea trade disruptions, and sourcing constraints tied to the EU Deforestation Regulation. The federation estimates the combined cost impact on the EU feed and livestock sector could reach approximately EUR 1.4 billion and has called on EU institutions to act urgently to protect feed security.
