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Vitagro owner Serhiy Labaziuk says Ukraine may export only 30–35% of agricultural output under the Black Sea blockade, compared with official forecasts of 50–60%. Grain prices have fallen about 40% since mid-July on oversupply, and logistics costs have risen three to four times as Danube freight and rail capacity become constrained.
Blocked export routes trap surplus Ukrainian grain and oilseeds inside the country, keeping domestic prices depressed while exporters pay far higher freight, which limits the volume that reaches world markets.
mind.uaДенис СнігурNov 13, 2026After 363 past bearish logistics events, Corn moved a median -0.3% over 5 sessions (45% higher; middle half -1.5% to +1.5%), and -0.5% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
