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Ukraine's Foreign Intelligence Service reports Russian Black Sea wheat shipments fell to 347,000 tons in the second ten-day period of September 2026 from 1.3 million a year earlier. Russia is redirecting grain to Baltic, Arctic and overland routes to China, but these routes have limited capacity.
Southern ports handled nearly 90% of Russian seaborne grain last year.
Constraints on alternative routes mean Russian wheat export capacity remains reduced, supporting world wheat prices and shifting trade flows toward Baltic ports and China.
hromadske.uaНікіта ХаіндраваOct 6, 2026After 283 past bullish logistics events, Wheat (SRW) moved a median -0.2% over 5 sessions (46% higher; middle half -1.4% to +1.3%), and -0.1% over 20.
Not enough comparable past events yet for a historical read.
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.
