A WFP white paper says about 87% of Ukraine's 2024 agricultural exports moved through its ports. It describes how war-risk insurance premiums rose after Russia ended the Grain Initiative in July 2023, and how a new maritime corridor expanded exports.
Port access and war-risk insurance costs directly affect Black Sea freight rates and the landed cost of Ukrainian grain, which feeds into export prices.
Not enough comparable past events yet for a historical read.
After 163 past neutral logistics events, Wheat (SRW) moved a median +0.1% over 5 sessions (53% higher; middle half -1.3% to +1.1%), and -0.3% 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.