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A Wiley academic study analyzes weekly port calls from 2019 to 2026 to measure the war's impact on maritime trade. It finds Ukrainian traffic shifted from Odesa to Danube ports, while Russia redirected exports to Asian markets despite sanctions.
The shift in port routing shows logistical reorganization, which affects freight costs and regional export flows but offers little new price signal on its own.
onlinelibrary.wiley.comDaiki Sera, Kenmei Tsubota, Yujiro WadaJul 1, 2026Not 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.
