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Since September 2023, 168.9 million tonnes of cargo have moved through the Ukrainian sea corridor, including 100 million tonnes of grain. Ukraine says Russia has significantly increased attacks on ships and ports, with December 2 2025 to January 12 2026 accounting for 10% of all infrastructure destruction since 2022.
Escalating attacks on Ukrainian ports raise insurance and logistics risk for Black Sea grain shipments, supporting freight rates and corn and wheat prices.
ukragroconsult.comJan 23, 2026Not enough comparable past events yet for a historical read.
After 323 past bullish geopolitics events, Corn moved a median +0.5% over 5 sessions (57% higher; middle half -1.5% to +2.9%), and +0.9% over 20.
After 361 past bullish geopolitics events, Wheat (SRW) moved a median +0.7% over 5 sessions (58% higher; middle half -1.4% to +3.7%), and +1.3% 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.
