
The EU Solidarity Lanes carried about 83% of Ukraine's imports and 22% of its grain, oilseed and related exports in October 2024. The remaining grain exports moved through Black Sea ports.
Since May 2022, the lanes have carried about 85 million tonnes of Ukrainian agricultural products.
Shifting grain flows to rail and road limits Ukraine's export capacity and raises logistics costs, which supports prices for exported grains and oilseeds.
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.
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.
After 13 past neutral logistics events, Soybean Oil moved a median -0.4% over 5 sessions (38% higher; middle half -0.9% to +0.7%), and +2.0% 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.