Ukraine’s oat market in the 2025/26 season is being shaped by two opposing trends: declining domestic production and growing external demand, ProAgro Group reports.

Due to a reduction in sown areas, gross oat production fell to around 360 thousand tonnes, while average yields remained stable at about 2.6 tonnes per hectare.

Against this backdrop, each tonne of oats has gained greater importance for the domestic balance. At the same time, the external environment remains challenging: global oat production has increased to 24.9 million tonnes, while ending stocks have reached record levels, restraining price growth and intensifying competition among exporters.

Exports have become the key factor supporting the Ukrainian market. In the first half of the season, Ukraine shipped around 40 thousand tonnes of oats, the highest volume in the past ten years. The main demand came from Turkey (about 24 thousand tonnes) and India (8.2 thousand tonnes), significantly reshaping the traditional export geography.

The processing segment is also gradually recovering. Exports of oat groats and flakes are increasing, particularly to the European Union, Israel, and African markets, making the export structure more diversified.

Global prices remain subdued. Declining quotations in Europe and Australia are partially offset by increased imports from China, but without strong price impulses.

According to UkrAgroConsult, further market developments will depend on the balance of supply and demand, while the Ukrainian oat market will continue to operate within the limits of domestic consumption and export opportunities.

As previously reported, the National Bank of Ukraine raised its estimate of Ukraine’s grain and legume harvest in 2025 to 63.5 million tonnes, up from 61.5 million tonnes in its October forecast.