
In August 2024, EU-Ukraine Solidarity Lanes carried about 29% of Ukraine's grain, oilseed and related exports, versus about 71% through Black Sea ports. Cumulatively since May 2022, the lanes have enabled roughly 76 million tonnes of grain and related exports.
Rail and road routes provide an alternative to Black Sea shipping, easing logistics constraints on Ukrainian grain and oilseed flows and marginally limiting supply disruption premiums.
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.
After 230 past neutral logistics events, Soybeans moved a median +0.4% over 5 sessions (55% higher; middle half -1.4% to +2.0%), and +0.1% 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.