- In Russia, starting wheat stocks for the new 2025/26 season (July 1, 2025) will be the lowest in the past five years. As of July 1, 2024, stocks were 20 million tons with an export potential of 45 million tons, but for 2025/26, stocks will drop to 14.4 million tons. Analysts confirm that stocks are low, and greater reductions should be avoided. Since the start of the season, exports have reached 21.3 million tons, with strong current export levels. Total grain stocks at the beginning of the new season will be 32.7 million tons (compared to 46.3 last season). Barley exports this season will be 5 million tons (compared to 7 last season), and corn exports 3 million tons (5.3 last season). Barley stocks as of July 1, 2025, will be 5.7 million tons (7.8 last season), and corn stocks will be 0.5 million tons (0.7 last season).

- In November, Russia's sunseed oil export tax will be 2,891.1 rubles/ton, after being zero since June 2023.

- For the week starting October 30, 2024, Russia’s wheat export tax will be 2,227.9 rubles/ton (up from 2,121.2 the previous week), the export tax on barley will be 802 rubles/ton (up from 389.7), and the export tax on corn will be 2,702.1 rubles/ton (up from 2,671.7).

- As of October 24, 2024, Ukraine has harvested 88% of grain crop areas, totaling 45.08 million tons with an average yield of 4.62 tons/hectare, including 67% of corn areas (with 15.415 million tons harvested so far, yielding 5.72 tons/hectare). The corn production is expected to be between 23.5 and 24 million tons.

- As of October 24, 2024, 94% of sunseed areas in Ukraine have been harvested, producing 9.54 million tons with an average yield of 2.46 tons/hectare. Soybeans have been harvested on 93% of areas, producing 5.621 million tons with a yield of 2.27 tons/hectare. The sunseed production remains stable at 10.2 million tons. According to Oleoscope data from October 22, 2024, Russia has harvested 13.8 million tons of sunseed, 4.8 million tons of rapeseed, and 6.6 million tons of soybeans.

- Between July 1 and October 25, 2024, Ukraine exported 13.547 million tons of grain (8.562 million tons during the same period last year), including 3.099 million tons in October (1.81 last year). Wheat exports totaled 7.459 million tons (1.361 last year), barley exports reached 1.684 million tons (0.361 last year), and corn exports were4.129 million tons (1.365 last year).

- According to a forecast by the German Farmers' Cooperative Association, the country’s grain production this year will total 39.1 million tons, the lowest level since 2018. Wheat production is projected at 18.6 million tons, and barley production at 10.7 million tons. Corn production is expected to reach 4.91 million tons (an increase of 9.4%).

- FAS USDA has revised its soybean production forecast for Brazil in 2024/25 to 161 million tons (up from 160 million tons in the previous forecast). Exports will be 102 million tons (compared to 99 last year), and processing will reach 55.5 million tons (up 2.5%).

- In September, Argentina’s soybean processing reached a record 4.1 million tons (up 116% from September 2023). According to a forecast by the Rosario Grain Exchange, processing will increase by 44% in 2024. Due to a weak soybean production in Argentina in 2023, imports have exceeded 10 million tons (3.3 million in 2022).

- For 2023/24, India’s soybean production will reach 12.6 million tons, up 6% from the previous year. Exports will increase by 16%. From October 2023 to September 2024, India’s soybean exports totaled 2.12 million tons (1.83 million last year), mainly to Iran, Bangladesh, and Nepal.

- Indonesia’s Ministry of Agriculture reports that for the country to transition to B50 biodiesel, it will need 20 million kiloliters of crude palm oil (CPO). Biodiesel production capacity will need to be around 25 million kiloliters, up from the current 17–18 million. Indonesia currently uses B35 biodiesel, with consumption at 13.4 million kiloliters, which will rise to 16.08 million for B40. For B50, increased oil production will be necessary; otherwise, exports will fall, which would drive up international oil prices.

- Algeria is seeking to purchase 35,000 tons of feed barley and 240,000 tons of feed corn, with deliveries scheduled between December and February.