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SovEcon cut its forecast for Russia's 2026/27 wheat exports to 44.6 million tonnes from 46.5 million as navigation in the Sea of Azov stays closed. Total grain exports were cut to 53.8 million tonnes, while the corn forecast was raised.
Lower Russian export availability supports world wheat prices, while extra grain staying domestic weighs on Russian ruble-denominated prices.
blog.sizov.reportAndrey SizovJul 29, 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.
After 22 past bullish logistics events, Wheat (HRW) moved a median -1.2% over 5 sessions (45% higher; middle half -2.5% to +1.7%), and +3.9% over 20.
Not enough comparable past events yet for a historical read.
After 284 past neutral logistics events, Corn moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.4%), and -0.2% 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.
