
CSIS analysts argue that claims of Ukraine's grain and oilseed exports meeting or exceeding prewar levels are not supported by data. They say the sector remains damaged by attacks and needs significant investment to recover.
A slower Ukrainian export recovery than headlines suggest means less supply relief for importers, keeping global grain prices supported relative to a full rebound scenario.
After 769 past bullish report events, Wheat (SRW) moved a median +0.2% over 5 sessions (53% higher; middle half -1.4% to +2.0%), and +0.2% over 20.
After 1,040 past bullish report events, Corn moved a median +0.5% over 5 sessions (62% higher; middle half -0.9% to +2.0%), and +0.8% 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.