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SovEcon cut its 2026/27 Russian wheat export forecast by 4.7 million tonnes to 36.7 million tonnes, the lowest since 2021/22. The total grain export forecast was cut to 44.7 million tonnes from 49.4 million because Black Sea and Azov exports are not expected to normalize before 2027.
A lower Russian export forecast removes a major share of world wheat supply, supporting prices and tightening feed grain availability in importing markets.
blog.sizov.reportAndrey SizovSep 30, 2026After 769 past bullish report events, Wheat (SRW) moved a median +0.2% over 5 sessions (53% higher; middle half -1.4% to +2.0%), and +0.2% over 20.
Not enough comparable past events yet for a historical read.
After 770 past neutral report events, Corn moved a median +0.2% over 5 sessions (54% higher; middle half -1.1% to +1.6%), and +0.7% 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.
