Agribusiness in Ukraine

2021-02-01 11:48:07 ​​The largest grain elevators in Ukraine by storage capacity in 2020:

Agroterminal Construction of Ukrlandfarming: 488 kt
Chernihiv Elevator of Zemlia i Volya: 455 kt
Elevator-Agro of Ukrlandfarming: 446 kt
Vinnytsya Elevator of Epicentr Agro: 375 kt
Zakupnianske integrated plant of bread products of Epicentr Agro: 305 kt
Dubenskyi branch of "Western Trading and Industrial House" of Ukrlandfarming: 285 kt
Krolevets Feed Plant: 270 kt
Korsun-Shevchenkivske integrated plant of bread products of Panda: 232 kt
Ladyzhyn Elevator of MHP: 230kt
Katerynopilsky Elevator of MHP: 220.8 kt

Source: Elevatorist.com
Photo: Agroterminal Construction, Ukrlandfarming, Sumy region Open / Comment

2021-01-29 13:41:48 "The company’s operating results imply Astarta generated about EUR 415M of net revenue in 2020, or 7% less yoy. An advance in key product prices in 4Q20 should have resulted in improved profitability of the company’s operation, so its annual EBITDA is likely to have surged to about EUR 100M (vs. EUR 78M a year before), according to our estimates. That said, the year 2020 should have been very positive for the company, despite a decline in its harvest. All in all, we remain positive about Astarta’s mid-term value potential."

Andriy Perederey, investment analyst, Concorde Capital Open / Comment

2021-01-29 12:51:35 Grain export from Ukraine 2020/21 (Jan. 22):

wheat: 12.99 MMT, 2.8 MT y-o-y
corn: 11.37 MMT, 4.26 MMT y-o-y
barley: 3.89 MMT, 47 kt y-o-y
rye: 1.7 kt, 3.3 kt y-o-y Open / Comment

2021-01-29 12:12:11 ​​NIBULON won Jordan's milling wheat tender for August 2021 loading period.

The company will ship grain at 273.3 USD/t C&F.

Source: Refinitiv Agriculture Open / Comment

2021-01-28 10:42:02 Ukrainian ag companies capitalization corrections, Jan. 21-27:

Kernel: 0.5%, USD 1200M
MHP: 0.6%, USD 662M
Astarta-Kyiv: 11.2%, USD 251M Open / Comment

2021-01-27 18:33:17 ​​ Singapore accepted regional zoning in Ukraine connected with avian influenza (bird flu).

Enterprises authorized to export poultry products to Singapore shall supply goods from poultry influenza free zones.

The relevant bilateral certificate forms have been revised and renegotiated.

Source: State Service of Ukraine on Food Safety and Consumer Protection Open / Comment

2021-01-26 11:09:50 Open / Comment

2021-01-25 13:36:21 The EBRD considers the provision of a USD 80M credit facility to Kernel. Open / Comment

2021-01-25 12:57:33 ​​Crushing plants in Ukraine produced 5.9 MMT of crude sunflower oil in 2020, 3.6% more YoY.

December'20 production volume was 8.5% lower YoY.

Crude sunoil stocks by year-end totalled 107.6 kt.

Source: State Statistics Service Open / Comment

2021-01-25 10:29:38 ​​Sea export terminals in Ukraine 2020:
by storage capacity, kt

SSP Nika-Tera (Group DF): 515
TIS Grain (TIS): 460
Eurovneshtorg (EVT): 315
Neptune: 290
Risoil Terminal (Risoil): 260
IGT (Glencore): 257.6
Brooklyn-Kyiv: 250
TransGrainTerminal (Kernel): 230
Ukrelevatorprom: 206.4
TransBulkTerminal (Kernel): 190

Source: Elevatorist.com Open / Comment