Atria Brokers

20/02/2026

12/02/2026

Atria Brokers
Press Release

Corporate Update

Atria Brokers announces that Valerii Liulchenko is no longer with the company, effective 11 February 2026.

We continue to operate in the ordinary course of business in line with its approved strategy and existing commitments. This change does not affect the company’s operations, the performance of its obligations or the ex*****on of current projects and strategic plans.

Atria Brokers thanks Valerii for his contribution to the company and wishes him every success in his future endeavours.

Atria Brokers

11/02/2026

🌽February WASDE pushes CBOT corn slightly higher on bigger U.S. exports and below-expected stocks – ASAP Agri

The February WASDE brought few surprises for corn. The key adjustment was a 2.5 MMT increase in the U.S. exports to 83.8 MMT, partly offset by a 1.0 MMT cut to Ukraine’s exports to 22.0 MMT (close to ASAP Agri’s 22.3 MMT). Global corn exports for 2025/26 were raised by 1.5 MMT to 206.6 MMT.

There were no meaningful changes to production in major exporting countries.

World ending stocks for 2025/26 were cut by 1.9 MMT to 289.0 MMT, below average expectations. The U.S. stocks were cut by 2.5 MMT to 54.0 MMT, below the average guess.

Overall, the report is only mildly supportive: tighter-than-expected U.S. and global stocks and higher U.S. exports offered a small boost, but the lack of major surprises limited the upside.

📍Detailed outlooks for all crops available to ASAP Agri Premium subscribers.

📲Request a free trial: message Olga Ramazanova on WhatsApp 👉https://wa.me/380508837557?text=TRIAL

11/02/2026

🇹🇷Chicken export ban may weigh on Turkey’s demand for imported feed ingredients – ASAP Agri

Turkey imposed a ban on chicken meat exports on 9 Feb. The duration of the restriction remains unclear.

“Feed demand will be affected across the board,” said Koray Tüysüzoğlu, CEO of Erser Group. “We may start seeing demand effects from Mar. I'm not expecting a corn import quota until Apr.”

Ukrainian corn remains uncompetitive vs the domestic market, said Tatiana Gamanenko, commodity broker at Atria Brokers.

“Handysizes of Ukrainian corn are offered at ⁓245 USD/MT CIF Marmara, and the Konya Commodity Exchange is ⁓285 USD/MT. With the import license + other expenses, TMO's corn is more attractive,” Tatiana Gamanenko said, adding the upswing in Ukraine’s CPT-port market is adding pressure.

📍Charts of Turkish corn import quotas is available only to ASAP Premium subscribers

📲Request a free trial: message Olga Ramazanova on WhatsApp 👉https://wa.me/380508837557?text=TRIAL

11/02/2026

📰 🌍 Dubai Insights, Now in Print: MENA’s Impact on Black Sea Trade

The discussion that began on 26 January in Dubai at FoodAgro Meetup is now in print.

Following her presentation, Daria Marchenko, Commodity Broker at Atria Brokers, is featured in Miller Magazine, outlining MENA’s growing influence on Black Sea wheat and corn flows.

🌍 MENA imports 60+ MMT of wheat annually — steady demand in a volatile world.
🇪🇬 Egypt alone is heading toward 13 MMT in 2025/26, anchoring regional flows.
📊 Supplier shares are shifting — russia’s dominance is easing as Ukraine and the EU regain space.

The presentation was powered by ASAP Agri, turning demand trends into practical market insight.

🔗 Read the full article 👉 https://bit.ly/4kxA64L

🎤 Looking for an agri market speaker for your conference or industry event?
Atria Brokers is open to cooperation.
📩 Contact us via direct message to explore collaboration.

06/02/2026

⚠️ China’s Sudden Appetite for Ukrainian Rapeseed Meal — Market or Moment?

Ukraine’s rapeseed meal exports jumped sharply in 2025/26.

📦 Exports July–December: 334 KMT (+65% y/y)
🇨🇳 China — suddenly the No.1 buyer, ~50% of shipments
🇪🇺 Europe — moved into the background

China's surge looks impressive.

“This is not classic market expansion. Ukraine stepped into a gap created by geopolitics — and the risk is what happens when that gap closes,” says Victoria Blazhko, Head of Editorial, Content & Analytics at ASAP Agri.

🌍 That gap emerged after the China–Canada trade conflict froze Canadian canola meal flows.

⏳ With Canada expected to return in March 2026, the window may close fast.

📍Read the full analysis by Victoria Blazhko on 👉🏻 Latifundist https://latifundist.com/en/blog/read/3184-vikno-yake-shvidko-zachinyayetsya-yak-kitaj-timchasovo-zrobiv-ukrayinskij-ripakovij-shrot-defitsitnim-tovarom 👈🏻

👉 Stay ahead with ASAP Agri Premium Reports — your live analytics for every day!
📲 Request a free trial: message Olga Ramazanova on WhatsApp 👉 https://wa.me/380508837557?text=TRIAL

29/01/2026

⚠️ Wheat Looks for Reasons to Rise — But Finds Surplus Grain

The wheat market is pushing hard, but keeps hitting the same wall: oversupply.

🌡 Weather risks tried to spark a rally.
📉 Futures tried to bounce.
❌ Yet March Euronext still struggles to hold above 190 EUR/MT.

Why? Because this market isn’t short of grain — it’s drowning in it.

🌍 2025/26 in one snapshot:

🇦🇷 🇨🇦 🇰🇿 Record harvests
🇦🇺 🇪🇺 Second-largest crops on record
🇷🇺 Third-record harvest

📦 Stocks-to-use ratio near 18–19% — classic surplus territory

🌾 Winterkill headlines looked dramatic — but agrometeorology says otherwise. Without real damage, weather loses power. Balance takes over.

📍 Read the full analysis by Victoria Blazhko on Latifundist 👉 https://bit.ly/4a0xpng

👉 Stay ahead with ASAP Agri Premium Reports — your live analytics for every day!
📲 Request a free trial: message Olga Ramazanova on WhatsApp 👉 https://wa.me/380508837557?text=TRIAL

26/01/2026

🌍 Atria Brokers at FoodAgro Meetup: MENA Grain Demand in Focus

On 26 January, Daria Marchenko, Commodity Broker at Atria Brokers, took the stage at the FoodAgro Meetup in Dubai, unpacking the key trends shaping the global grain market — with a sharp focus on the MENA region.

🌾🚢 From wheat to corn, Daria broke down MENA’s import demand, the core drivers behind it, and what it means for Black Sea trade flows in the months ahead.

📊 The presentation, powered by ASAP Agri, delivered exactly what traders need:

🔹clear market numbers
🔹demand-driven logic
🔹practical takeaways, not theory

Because good trading starts with understanding where demand really is.

22/01/2026

🇺🇦🌾Ukrainian milling wheat could see a short-term demand upside – ASAP Agri

Ukrainian milling wheat continues to struggle for demand this season, pressured by ample global supplies and aggressive price competition, mainly from russian origin, across key export destinations. Still, a short-term window for improved buying interest may open in the near term.

Once russia’s grain export quota comes into force on 15 February, any delays in issuing export licenses could temporarily tighten nearby russian availability. That scenario would likely redirect prompt demand toward Ukrainian wheat, supporting bid ideas and lifting trading activity if russia’s export pace slows. Additionally, local analysts have already trimmed russia’s January export projections as winter weather disrupts port operations.

Egypt looks like the clearest source of demand upside. Despite a difficult export environment—intense competition, repeated attacks on port infrastructure, and power shortages—Ukraine shipped 2.0 MMT of wheat to Egypt in July–December 2025/26, sharply above 0.8 MMT in the same period a year earlier. An additional 141 KMT has been shipped to Egypt so far in January. Any further Egyptian demand would be especially supportive given Ukraine’s sharp loss of access to the EU market this season following the bloc’s reinstatement of import quotas.

🎤More detailed insights on grain import demand across the MENA region will be presented by Daria Marchenko, commodity broker at Atria Brokers, at the FoodAgro Meetup in Dubai on 26 January https://lnkd.in/dSWM3Van.

12/01/2026

🌾🌽 Ukrainian 11.5% Wheat & Corn Basis

Basis remains one of the most important signals for pricing, competitiveness, and timing decisions in the Ukrainian grain market. To help traders navigate it more clearly, Ukrainian 11.5% wheat and corn basis tracking is included in ASAP Premium Weekly Reports.

Here's what our Premium Subscribers get:

✅ CPT 11.5% wheat & corn basis — updated weekly
✅ History vs prior seasons (H19–H24) — with context bands and seasonality
✅ Competitiveness signals — when Ukraine is expensive or well-priced vs global benchmarks
✅ Projections — short- and long-term basis movement outlook
✅ Trading takeaways — sell/hold cues and thresholds to unlock demand

📅 Delivered every Monday straight to your inbox.

📲 Request a free trial: message Olga Ramazanova on WhatsApp 👉 https://wa.me/380508837557?text=TRIAL

09/01/2026

🚜 Ukraine's corn harvest breaks 90% with ongoing late-season yield upside

🌽 Corn: 90% harvested (28.66 MMT) | 7.16 MT/HA
🌻 Sunflower: 93% harvested (9.28 MMT) | 1.92 MT/HA
🌱 Soybeans: 99% harvested (4.85 MMT) | 2.37 MT/HA

⚠️ Forecasts point to a colder and snowier week.

📍Stay ahead with ASAP Agri Premium Reports – your live analytics for every day!
📲 Contact Olga Ramazanova (WhatsApp: +380 50 883 7557) to subscribe.

05/01/2026

📊🚢 ASAP Premium Weekly Reports — Ukraine’s export pulse, visualized

Every week, ASAP Premium subscribers get more than just numbers — they get a story of Ukraine’s export flows in real time.

🇺🇦 From wheat and corn to sunflower oil and meal — each chart shows how the Black Sea moves the world’s food markets.

Here’s what each report includes:

✅ Full export breakdown by country and commodity
✅ One unified table — grains, oilseeds, vegoils & meals
✅ Weekly and monthly totals with m/m and y/y comparisons
✅ Export pace vs. export program — clear visuals, instant insights
✅ Market takeaways — the signals behind the data

📅 Delivered straight to your inbox every Monday.

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