Weaker ruble brings margins back to Russian coal exports
The depreciation of the ruble has boosted profitability for Russian thermal coal exports. Netbacks from Kuzbass rose 6–27% week-on-week (Mar 16–20), with some western routes returning to positive margins.
Key netbacks:
• 5500 kcal/kg (Far East): +20.6% → RUB 2,200/t
• 6000 kcal/kg (Far East): +6.1% → RUB 3,180/t
• 6000 kcal/kg (Baltic): +26.9% → RUB 1,960/t
• 6000 kcal/kg (Taman): +16.9% → RUB 2,080/t
Freight trends vary by route:
• Ust-Luga → Turkey: +6.9% → $26/t (post ice restrictions easing)
• Taman → West India: -1.4% → $26.1/t
• Far East → China: rates down to $8.5–9.1/t
Meanwhile, coal prices in China are under pressure.
6000 kcal/kg may drop from $135 to $115–120/t amid stronger Indonesian supply.
#coal #energy #Russia #exports #freight #China #India
The depreciation of the ruble has boosted profitability for Russian thermal coal exports. Netbacks from Kuzbass rose 6–27% week-on-week (Mar 16–20), with some western routes returning to positive margins.
Key netbacks:
• 5500 kcal/kg (Far East): +20.6% → RUB 2,200/t
• 6000 kcal/kg (Far East): +6.1% → RUB 3,180/t
• 6000 kcal/kg (Baltic): +26.9% → RUB 1,960/t
• 6000 kcal/kg (Taman): +16.9% → RUB 2,080/t
Freight trends vary by route:
• Ust-Luga → Turkey: +6.9% → $26/t (post ice restrictions easing)
• Taman → West India: -1.4% → $26.1/t
• Far East → China: rates down to $8.5–9.1/t
Meanwhile, coal prices in China are under pressure.
6000 kcal/kg may drop from $135 to $115–120/t amid stronger Indonesian supply.
#coal #energy #Russia #exports #freight #China #India
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📊📊📊📊📊📊
Russian cheese exports hit a record high
In 2025, Russia exported nearly 33K tons of cheese and curd worth $173M, up +14% YoY. This marks a new all-time high, surpassing the previous record of $153M in 2022.
Top importers by value:
✅ Kazakhstan — $84M+
✅ Belarus — $29M+
✅ Uzbekistan — $22.5M+
✅ Kyrgyzstan — ~$9M
✅ Azerbaijan — ~$5.5M
Notably, Russia also exported cheese products to Jordan for the first time ever.
#dairy #exports #Russia #trade #food
Russian cheese exports hit a record high
In 2025, Russia exported nearly 33K tons of cheese and curd worth $173M, up +14% YoY. This marks a new all-time high, surpassing the previous record of $153M in 2022.
Top importers by value:
✅ Kazakhstan — $84M+
✅ Belarus — $29M+
✅ Uzbekistan — $22.5M+
✅ Kyrgyzstan — ~$9M
✅ Azerbaijan — ~$5.5M
Notably, Russia also exported cheese products to Jordan for the first time ever.
#dairy #exports #Russia #trade #food
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Sunflower 🌻 oil available in Nhava Sheva port. For urgent sale. Details are at : https://www.facebook.com/share/p/14WnNNYuCZg/?mibextid=wwXIfr
If interested, please, WhatsApp +91-9971035723
If interested, please, WhatsApp +91-9971035723
🇷🇺🇮🇳 Russia and India are exploring a joint urea production project following Denis Manturov’s visit to India.
Key details — including companies, location, and capacity — are still undisclosed.
🔹 Russian fertilizer exports to India surged 40% last year
🔹 India accounts for ~15% of global urea demand and remains a major importer
The project could strengthen long-term supply and strategic cooperation.
#Urea #Fertilizers #Russia #India #Trade #Agriculture #Commoditie
Key details — including companies, location, and capacity — are still undisclosed.
🔹 Russian fertilizer exports to India surged 40% last year
🔹 India accounts for ~15% of global urea demand and remains a major importer
The project could strengthen long-term supply and strategic cooperation.
#Urea #Fertilizers #Russia #India #Trade #Agriculture #Commoditie
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🚨 India Urea Shock: 2.5 MMT Tender vs. Global Chaos 🚢💨
India is back with a massive 2.5 million tonne urea tender, but the timing couldn't be tighter. Here’s the quick hit:
* The Logjam: Over 500k tonnes from the February tender are still stuck. A massive chunk of cargo is currently paralyzed near the Strait of Hormuz due to regional conflict.
* Supply Crunch: With Middle East shipments throttled and China’s export restrictions still in place, there is very little "easy" urea left on the market.
* Price Impact: Global prices have already surged ~40% since February. This new, massive demand from India is expected to act as rocket fuel for benchmark prices.
* Deadline: Bids are due April 15.
The Bottom Line: Tight supply + messy logistics + massive Indian demand = Fertilizer prices are headed higher. 📈
#Urea #India #Commodities #AgriMarket #SupplyChain #OATT #SizovReport
India is back with a massive 2.5 million tonne urea tender, but the timing couldn't be tighter. Here’s the quick hit:
* The Logjam: Over 500k tonnes from the February tender are still stuck. A massive chunk of cargo is currently paralyzed near the Strait of Hormuz due to regional conflict.
* Supply Crunch: With Middle East shipments throttled and China’s export restrictions still in place, there is very little "easy" urea left on the market.
* Price Impact: Global prices have already surged ~40% since February. This new, massive demand from India is expected to act as rocket fuel for benchmark prices.
* Deadline: Bids are due April 15.
The Bottom Line: Tight supply + messy logistics + massive Indian demand = Fertilizer prices are headed higher. 📈
#Urea #India #Commodities #AgriMarket #SupplyChain #OATT #SizovReport
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Ищем официальных представителей(агентов) в странах СНГ, Азии, Латинской Америке и Африке:
1)Физические или Юридические лица.
2)Желание взаимодействовать на очень гибких условиях.
Подробности в личке.
Контакт: ТГ: @Znakom001
1)Физические или Юридические лица.
2)Желание взаимодействовать на очень гибких условиях.
Подробности в личке.
Контакт: ТГ: @Znakom001
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Export Import Data Russia India Brazil BRICS pinned «Ищем официальных представителей(агентов) в странах СНГ, Азии, Латинской Америке и Африке: 1)Физические или Юридические лица. 2)Желание взаимодействовать на очень гибких условиях. Подробности в личке. Контакт: ТГ: @Znakom001»
🪴 Turkey scraps import duties on key fertilizers
Turkey has removed import tariffs on a range of nitrogen and complex fertilizers — including ammonium sulfate, ammonium nitrate, DAP, and CAN — to shield its agricultural sector from rising costs and supply disruptions.
The move aims to stabilize domestic prices and prevent speculative spikes amid ongoing Middle East tensions impacting global supply chains.
📊 Market context:
• Turkey imported around 2.5–2.7 mln tons of urea in 2025, worth roughly $1 billion
• Russia accounted for about 13% of Turkey’s urea imports
• Total Russian agricultural exports to Turkey reached $3.8 billion (+9% YoY) in 2025
▶️ The policy is expected to further support imports, with Russia remaining a key supplier as flows from the Middle East fluctuate.
#Turkey #Fertilizers #Urea #DAP #AmmoniumNitrate #AgriMarkets #Commodities #Russia #Trade #Agriculture #Nitrogen #GlobalMarkets
Turkey has removed import tariffs on a range of nitrogen and complex fertilizers — including ammonium sulfate, ammonium nitrate, DAP, and CAN — to shield its agricultural sector from rising costs and supply disruptions.
The move aims to stabilize domestic prices and prevent speculative spikes amid ongoing Middle East tensions impacting global supply chains.
📊 Market context:
• Turkey imported around 2.5–2.7 mln tons of urea in 2025, worth roughly $1 billion
• Russia accounted for about 13% of Turkey’s urea imports
• Total Russian agricultural exports to Turkey reached $3.8 billion (+9% YoY) in 2025
▶️ The policy is expected to further support imports, with Russia remaining a key supplier as flows from the Middle East fluctuate.
#Turkey #Fertilizers #Urea #DAP #AmmoniumNitrate #AgriMarkets #Commodities #Russia #Trade #Agriculture #Nitrogen #GlobalMarkets
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Нужно 4 фуры срочно. Кострома - Стамбул. Пиломатериал. Вотсап +18092259834
Cargo rejected before discharge.
But the cargo isn’t the problem.
We see this often in shipments to Egypt, Lebanon, Syria:
Vessel arrives.
Hatches opened.
Samples taken — from the surface.
👉 What’s really sampled?
Dust. Fines. Impurities accumulated during loading.
Result?
❌ “Off-spec” claims
❌ Discharge delayed
❌ Disputes started
But the truth is simple:
Surface samples ≠ real cargo quality.
✔️ Proper sampling must be from depth (min. 2m)
✔️ Representative across the lot
✔️ Under supervision
✔️ In line with GAFTA standards
Otherwise, you’re testing the top layer — not the cargo.
This is where many unjustified claims begin.
And where proper control makes all the difference.
📩 Facing similar issues? Let’s talk.
#shipping #commodities #graintrade #inspection #logistics #gafta
But the cargo isn’t the problem.
We see this often in shipments to Egypt, Lebanon, Syria:
Vessel arrives.
Hatches opened.
Samples taken — from the surface.
👉 What’s really sampled?
Dust. Fines. Impurities accumulated during loading.
Result?
❌ “Off-spec” claims
❌ Discharge delayed
❌ Disputes started
But the truth is simple:
Surface samples ≠ real cargo quality.
✔️ Proper sampling must be from depth (min. 2m)
✔️ Representative across the lot
✔️ Under supervision
✔️ In line with GAFTA standards
Otherwise, you’re testing the top layer — not the cargo.
This is where many unjustified claims begin.
And where proper control makes all the difference.
📩 Facing similar issues? Let’s talk.
#shipping #commodities #graintrade #inspection #logistics #gafta
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🇷🇺 Russia shifts to national currencies in trade
Deputy Prime Minister Alexey Overchuk announced that Russia has effectively completed the transition to settlements in national currencies with CIS countries, the EAEU, and China.
Key figures:
▪️ 91% of trade within the CIS is now in national currencies
▪️ 93% within the EAEU
▪️ 95% in Russia–China trade
According to Overchuk, this shift reduces dependence on Western financial infrastructure and strengthens the resilience of cross-border settlements.
The transition, which took place over the past four years, marks a major structural change in regional trade flows.
#Russia #China #EAEU #CIS #trade #finance #geopolitics
Deputy Prime Minister Alexey Overchuk announced that Russia has effectively completed the transition to settlements in national currencies with CIS countries, the EAEU, and China.
Key figures:
▪️ 91% of trade within the CIS is now in national currencies
▪️ 93% within the EAEU
▪️ 95% in Russia–China trade
According to Overchuk, this shift reduces dependence on Western financial infrastructure and strengthens the resilience of cross-border settlements.
The transition, which took place over the past four years, marks a major structural change in regional trade flows.
#Russia #China #EAEU #CIS #trade #finance #geopolitics
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🍋 Russia Takes Nearly Half of Turkey’s Lemon Export Market
In February 2026, Russia significantly increased its imports of lemons from Turkey, reaching $18.6 million — a 2.4x year-on-year growth.
As a result, Russia accounted for 45.7% of Turkey’s total lemon exports, securing the #1 position among importers (up from second place in January).
Other key buyers include:
• Iraq — 22.1%
• Romania — 5.7%
At the same time, imports of Turkish mandarins also surged, totaling $41.8 million, which is 1.5 times higher compared to February 2025.
📊 The data highlights Russia’s growing role in Turkey’s citrus export market.
📉 Stay ahead with verified global trade insights
📲 WhatsApp: https://wa.me/18092259834
📩 Telegram: https://t.me/eximdata1
#Russia #Turkey #Trade #Agriculture #Citrus #Exports #Import #GlobalTrade
In February 2026, Russia significantly increased its imports of lemons from Turkey, reaching $18.6 million — a 2.4x year-on-year growth.
As a result, Russia accounted for 45.7% of Turkey’s total lemon exports, securing the #1 position among importers (up from second place in January).
Other key buyers include:
• Iraq — 22.1%
• Romania — 5.7%
At the same time, imports of Turkish mandarins also surged, totaling $41.8 million, which is 1.5 times higher compared to February 2025.
📊 The data highlights Russia’s growing role in Turkey’s citrus export market.
📉 Stay ahead with verified global trade insights
📲 WhatsApp: https://wa.me/18092259834
📩 Telegram: https://t.me/eximdata1
#Russia #Turkey #Trade #Agriculture #Citrus #Exports #Import #GlobalTrade
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🚢 Arctic Route vs Suez: China–Europe Shipping Time Cut in Half
Russia’s antitrust authority has approved a deal between Rosatom and DP World to create a joint logistics venture based on FESCO.
📦 Key details:
• New entity: “Global Logistics LLC”
• 92.5% of FESCO’s parent (DVMП) to be contributed
• Ownership split: 51% Russia / 49% DP World
• DP World stake valued at RUB 145–160 billion
• Final approval pending
🌍 Why it matters:
Access to the Northern Sea Route could:
→ reduce China–Europe transit time to ~20 days
→ vs 45–60 days via the Suez Canal
📊 Market impact:
• Arctic corridor emerging as a viable alternative to Suez
• Faster cargo turnover and reduced transit times
• Strengthened role of Russia in global logistics
• DP World gains access to a strategic Arctic trade lane
📉 Stay ahead with verified global trade insights
📲 WhatsApp: https://wa.me/18092259834
📩 Telegram: https://t.me/eximdata1
Russia’s antitrust authority has approved a deal between Rosatom and DP World to create a joint logistics venture based on FESCO.
📦 Key details:
• New entity: “Global Logistics LLC”
• 92.5% of FESCO’s parent (DVMП) to be contributed
• Ownership split: 51% Russia / 49% DP World
• DP World stake valued at RUB 145–160 billion
• Final approval pending
🌍 Why it matters:
Access to the Northern Sea Route could:
→ reduce China–Europe transit time to ~20 days
→ vs 45–60 days via the Suez Canal
📊 Market impact:
• Arctic corridor emerging as a viable alternative to Suez
• Faster cargo turnover and reduced transit times
• Strengthened role of Russia in global logistics
• DP World gains access to a strategic Arctic trade lane
📉 Stay ahead with verified global trade insights
📲 WhatsApp: https://wa.me/18092259834
📩 Telegram: https://t.me/eximdata1
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🇷🇺🍫 Foreign Cocoa Brands Capture 16% of Russia’s Market
In Q1 2026, a total of 3.4 million kg of cocoa was introduced into circulation in Russia.
• Imports: 550,000 kg (16%)
• Domestic production: 2.9 million kg (84%)
Among foreign brands, the leaders were:
• Nesquik — 120,000 kg
• Bensdorp — 97,500 kg
• Ristora — 75,000 kg
• Callebaut — 75,000 kg
Despite growing imports, the top 5 brands in the market remain Russian producers, maintaining strong local dominance.
📊 The data highlights a stable domestic industry, while international brands continue to expand their footprint.
📉 Stay ahead with verified global trade insights
📲 WhatsApp: https://wa.me/18092259834
📩 Telegram: https://t.me/eximdata1
#cocoa #cocoamarket #russia #trade #importexport #commodities #foodindustry #fmcg #globaltrade #marketinsights #agribusiness #export #supplychain:
In Q1 2026, a total of 3.4 million kg of cocoa was introduced into circulation in Russia.
• Imports: 550,000 kg (16%)
• Domestic production: 2.9 million kg (84%)
Among foreign brands, the leaders were:
• Nesquik — 120,000 kg
• Bensdorp — 97,500 kg
• Ristora — 75,000 kg
• Callebaut — 75,000 kg
Despite growing imports, the top 5 brands in the market remain Russian producers, maintaining strong local dominance.
📊 The data highlights a stable domestic industry, while international brands continue to expand their footprint.
📉 Stay ahead with verified global trade insights
📲 WhatsApp: https://wa.me/18092259834
📩 Telegram: https://t.me/eximdata1
#cocoa #cocoamarket #russia #trade #importexport #commodities #foodindustry #fmcg #globaltrade #marketinsights #agribusiness #export #supplychain:
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If you plan to export to Russia or CIS:
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Telegram: @vasvlad777
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Export Import Data Russia India Brazil BRICS pinned «If you plan to export to Russia or CIS: 1) We provide Russian 🇷🇺 import export data (USD 100 per HS code 2024-2026 records), 2) Virtual Russian speaking sales manager service to promote your product to the buyers selected by you (USD 5 per client, minimum…»
🚀 Aurora LNG Expands Small-Scale LNG Production in Russia’s Far East
Aurora LNG is developing a network of small-scale LNG plants across Advanced Special Economic Zones (ASEZ) in the Far East:
📍 Primorsky Krai (Nadezhdinskaya ASEZ)
— First plant already operational
— Capacity: 4 t/h (2 production lines)
🏗 Spassk-Dalny
— Construction launched in late 2025
— Capacity: 34,000 t/year
— Commissioning: Q2 2027
— Investment: ~RUB 4.37 bn
— 55 jobs to be created
📍 Khabarovsk
— Planned facility with 2 lines
— Capacity: 32,000 t/year (2×2 t/h)
— Launch: 2028
📊 Aurora LNG continues to strengthen its position in the small-scale LNG segment, focusing on gas motor fuel and decentralized energy solutions.
#LNG #Russia #FarEast #Energy #Investments #Gas #Infrastructure
Aurora LNG is developing a network of small-scale LNG plants across Advanced Special Economic Zones (ASEZ) in the Far East:
📍 Primorsky Krai (Nadezhdinskaya ASEZ)
— First plant already operational
— Capacity: 4 t/h (2 production lines)
🏗 Spassk-Dalny
— Construction launched in late 2025
— Capacity: 34,000 t/year
— Commissioning: Q2 2027
— Investment: ~RUB 4.37 bn
— 55 jobs to be created
📍 Khabarovsk
— Planned facility with 2 lines
— Capacity: 32,000 t/year (2×2 t/h)
— Launch: 2028
📊 Aurora LNG continues to strengthen its position in the small-scale LNG segment, focusing on gas motor fuel and decentralized energy solutions.
#LNG #Russia #FarEast #Energy #Investments #Gas #Infrastructure
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🪴 Russia Strengthens Its Fertilizer Position in Latin America
Amid China’s export restrictions, Latin American countries — Argentina, Mexico, and Colombia — are turning more actively to Russian fertilizers.
📉 China has limited exports to protect its domestic market, restricting phosphates and nitrogen-potassium products, creating supply pressure in the region.
📈 Russia, holding an 18% share of the global fertilizer market, is expanding rapidly:
• $839M in exports to Argentina, Mexico, and Colombia in 2024
• +20% YoY growth in Latin America
⚠️ Key risks: logistics challenges and potential political pressure from the U.S.
💡 Bottom line: Latin America is becoming a key growth market for Russian fertilizer exports.
#fertilizers #agriculture #exports #Russia #LatinAmerica #commodities
Amid China’s export restrictions, Latin American countries — Argentina, Mexico, and Colombia — are turning more actively to Russian fertilizers.
📉 China has limited exports to protect its domestic market, restricting phosphates and nitrogen-potassium products, creating supply pressure in the region.
📈 Russia, holding an 18% share of the global fertilizer market, is expanding rapidly:
• $839M in exports to Argentina, Mexico, and Colombia in 2024
• +20% YoY growth in Latin America
⚠️ Key risks: logistics challenges and potential political pressure from the U.S.
💡 Bottom line: Latin America is becoming a key growth market for Russian fertilizer exports.
#fertilizers #agriculture #exports #Russia #LatinAmerica #commodities
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Export Import Data Russia India Brazil BRICS pinned «Russian X-files available: 1) https://www.tiktok.com/@russian_epstain?_r=1&_t=ZS-95S0lptrMMq 2) https://www.instagram.com/russian_epstein_eon?igsh=aGFveXpyb3VmMGhh&utm_source=qr 3) https://t.me/russianepstain/3 4) www.russianepstein.com»
🌍 Hidden Risk in Global Agriculture
Markets may be underestimating the long-term impact of disruptions in the Middle East. Many traders still expect a quick resolution — but farmers are already adapting.
🚜 Facing rising fuel and fertilizer costs, producers in the US, Europe, and Australia are shifting toward oilseeds (soybean, rapeseed, sunflower) — the only crops that remain profitable under current conditions.
📉 As a result:
• Grain and vegetable planting is being reduced
• Some fields may be left unused due to high input costs
• Oilseed production is set to surge — likely leading to oversupply and lower prices
⚠️ The real risk: a sharp drop in global food production outside oilseeds — which could trigger a spike in food prices as early as this autumn.
#agriculture #commodities #foodsecurity #oilandgas #inflation
Markets may be underestimating the long-term impact of disruptions in the Middle East. Many traders still expect a quick resolution — but farmers are already adapting.
🚜 Facing rising fuel and fertilizer costs, producers in the US, Europe, and Australia are shifting toward oilseeds (soybean, rapeseed, sunflower) — the only crops that remain profitable under current conditions.
📉 As a result:
• Grain and vegetable planting is being reduced
• Some fields may be left unused due to high input costs
• Oilseed production is set to surge — likely leading to oversupply and lower prices
⚠️ The real risk: a sharp drop in global food production outside oilseeds — which could trigger a spike in food prices as early as this autumn.
#agriculture #commodities #foodsecurity #oilandgas #inflation
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