
Ukraine exported 7.1 million tonnes of grain and pulses in the 2026/27 marketing year through November 13, down 33% from last season. Wheat exports fell 39% while corn exports rose 5% to 2.4 million tonnes, and USDA cut its forecast for Ukrainian wheat and corn exports.
Sharply lower Ukrainian shipments remove supply from world wheat markets and push Ukrainian corn FOB prices to two-year lows, while USDA's cut further tightens the outlook.
After 292 past bullish logistics events, Wheat (SRW) moved a median -0.1% over 5 sessions (48% higher; middle half -1.3% to +1.3%), and -0.1% 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.