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Unidentified drones struck three cargo ships near Sulina, Romania, on 14 November, at the entry to the channel Ukraine uses for grain exports since halting Black Sea port operations. The vessels, including the Greek-flagged tanker Evia Petrol V and the bulk carrier Marsol, suffered fires that were extinguished by crews with no injuries reported.
Romanian authorities have not identified the attackers but linked the incidents to Russia's war against Ukraine.
The Sulina route handles only a fraction of Ukraine's grain export capacity, so attacks there tighten an already constrained outlet and add war-risk and freight costs, supporting wheat and corn prices and raising feed-ingredient costs in importing markets.
24brussels.onlineNov 15, 2026After 363 past bullish geopolitics events, Wheat (SRW) moved a median +0.6% over 5 sessions (58% higher; middle half -1.4% to +3.7%), and +1.3% 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.
