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Ukraine's wheat exports remained extremely low in February, with only 27,000 tonnes shipped out of 700,000 tonnes contracted as of the union's report. Port blackouts from Russian strikes and competition with corn for loading slots are limiting throughput, and APK-Inform cut its 2025/26 Ukrainian wheat export forecast to 14.5 million tonnes from 16.7 million.
Lower Ukrainian wheat exports shift demand toward Russian, EU and other origins, supporting Black Sea wheat prices while raising ending stocks offsets some tightness.
bairdmaritime.comReutersMar 1, 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 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.
