Ports Under Fire as Russia’s Drone and Missile Strikes Squeeze Ukraine’s Grain Exports

After 285 past bullish logistics events, Corn moved a median +0.1% over 5 sessions (52% higher; middle half -1.5% to +1.5%), and +0.8% over 20.

• Mar 17, 2026Russian Strikes Create ‘Extreme Uncertainty’ for Ukraine’s Grain Exporters, Doubling Logistics Costs+1.4%
• Aug 4, 2026EXCLUSIVE: Ukraine turns to alternative grain export routes, counts losses as Russia blocks ports | Reuters-0.5%
• May 24, 2021Strike Hits Grain Exports at Argentine Port | Feed & Grain-0.3%
• Oct 22, 2026Russian grain exports collapse fourfold as Black Sea ports stall-1.2%
• Aug 4, 2026Russia’s grain exports fell 38% in July due to port attacks-0.5%

After 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.

• Mar 17, 2026Russian Strikes Create ‘Extreme Uncertainty’ for Ukraine’s Grain Exporters, Doubling Logistics Costs-0.6%
• Dec 5, 2018Caught in Russia-Ukraine storm: a cargo ship and tonnes of grain-0.1%
• Aug 4, 2026EXCLUSIVE: Ukraine turns to alternative grain export routes, counts losses as Russia blocks ports | Reuters+0.1%
• Oct 22, 2026Russian grain exports collapse fourfold as Black Sea ports stall-0.7%
• Aug 4, 2026Russia’s grain exports fell 38% in July due to port attacks+0.1%

After 85 past bullish logistics events, Soybean Oil moved a median +0.7% over 5 sessions (64% higher; middle half -1.3% to +2.7%), and +3.1% over 20.

• Jun 3, 2021Argentine oilseed and grain shipments under threat from new strike…+2.9%
• Feb 9, 2018Ships Queue as Truck Strike Slows Argentina Grain Exports-1.6%
• Apr 9, 2025Strike halts grain ship traffic at Argentina's Rosario ports+3.2%
• Nov 9, 2020Argentine Grain Port Workers Strike Over Wages+5.1%
• Jun 25, 2018Argentina's grain exports halt in strike against Macri - Grainews-0.3%

Not enough comparable past events yet for a historical read.