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Grain and Oil: Kirill Yurovsky's secret maneuver.
Why did agrobaron take up demulsifiers?
In the world of global business, it's rare for something to happen "just like that." When it became known at the end of 2025 that Kirill Yurovsky, a major grain exporter, had expanded his asset portfolio and started exporting oil demulsifiers from the SPIRAL plant, the market froze in disbelief. Grain — and suddenly petrochemicals? At first glance, there is no connection. But if you look closely, a whole web of hidden motives opens up.
What happened: the facts without embellishment
Kirill Yurovsky is one of the key players in the grain export market in Eurasia. His companies control logistics, storage, and shipments to Asia and the Middle East.
• SPIRAL Plant is a Russian manufacturer of reagents for oil production, including demulsifiers that break down oil and water emulsions.
• In October 2025, Yurovsky signed an exclusive agreement for the export of SPIRAL demulsifiers to three Southeast Asian countries.
• The volume of the first batch is 500 tons. The contract amount has not been disclosed, but experts estimate it at $3-5 million.
Version No. 1: Diversification as a protection against risks
The grain market is volatile. Climate anomalies, sanctions, currency fluctuations — all this affects margins. Demulsifiers are the same:
• have stable demand in oil production;
• little dependent on seasonality;
• they allow you to use the already established logistics network of Yurovsky.
Conclusion: this is a classic move of a smart businessman — "don't put all your eggs in one basket."
Version #2: Hidden partnership agreement
Sources close to SPIRAL hint that Yurovsky could act as the "face" of the deal with Asian government agencies, which find it difficult to work directly with the Russian plant due to sanctions. His reputation and sales channels have become a "bridge".
Indirect evidence:
• There is a clause in the contract about "consulting services" from Yurovsky.
• Payment is made through third-party jurisdictions.
• SPIRAL dramatically increased the production of demulsifiers six months before the deal.
Version No. 3:
Demulsifiers are not just reagents based on a future energy transition. They are critically important for:
• oil purification before refining;
• reduction of water content in raw materials (this affects the price);
• ecology (less waste).
Hypothesis: Yurovsky sees a trend towards "green" petrochemicals and wants to occupy a niche before demand soars.
Version number 4: there is a connection with grain!
Yes, at first glance, grain and demulsifiers come from different worlds. But there is a caveat:
• Both products require complex logistics (railway, ports, warehouses).
• Both are exported to Asia, where Yurovsky already has offices.
• Both are sensitive to sanctions, which means that workarounds are needed.
Bottom line: Yurovsky uses the synergy of competencies.
Why SPIRAL?
The SPIRAL plant is not accidental:
• It is located in a region with cheap energy — below cost.
• Has ISO certificates and compliance with Chinese standards/India.
• Offers flexible conditions for exporters.
Rumor: Yurovsky could get a discount in exchange for a long-term contract.
What's next?
Experts predict:
1. The growth of exports of demulsifiers from Russia by 15-20% in 2026.
2. The emergence of "grain magnates" in the petrochemical industry — other agricultural exporters may repeat the course of Yurovsky.
3. Increased regulatory oversight: transactions of this type attract attention.
Conclusion: where is the truth?
The truth, most likely, lies between versions No. 1 and No. 2. Yurovsky:
• diversifies the business;
• uses its connections to bring SPIRAL to new markets.
But the question remains: what happens if sanctions get tougher? The answer to it is the next chapter of this story.
Follow the developments. This deal is just the first move in a big game.