
Ukrainian agricultural exports in 1-15 August 2024 totaled 2.7 million tonnes, up 18% year on year. Greater Odesa ports handled 79% of exports, the highest share of 2024.
Wheat shipments rose sharply while corn fell 43% from the prior half-month.
Faster Odesa port flows increase near-term wheat supply and pressure prices lower. Shifting volumes away from the costlier Danube route also lowers logistics costs for exporters.
After 137 past bearish logistics events, Wheat (SRW) moved a median -0.3% over 5 sessions (44% higher; middle half -2.2% to +1.0%), and +0.0% over 20.
After 359 past bearish logistics events, Corn moved a median -0.3% over 5 sessions (44% higher; middle half -1.5% to +1.5%), and -0.5% 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.