Neighbourly feuds. The problem with Ukrainian grain on the Central European markets

After 137 past neutral policy events, Wheat (SRW) moved a median -0.4% over 5 sessions (43% higher; middle half -1.9% to +1.2%), and +0.3% over 20.

• Sep 11, 2018Wheat still ‘Russian’ out the ports - Grain Central-7.4%
• Jan 24, 2018Black Sea Grain-2018: European Commission expert to make an outlook on Ukraine-EU grain and food trade+1.3%
• Apr 2, 2020Analyst Insight: What is the risk of intervention in global grain markets? | AHDB+2.1%
• Aug 4, 2026Ukraine introduces 0.714 coefficient for minimum export prices on grains and oilseeds+0.1%
• Aug 22, 2023Kyiv says EU transport subsidies to help Ukrainian grain export-4.2%

After 439 past neutral policy events, Corn moved a median +0.1% over 5 sessions (51% higher; middle half -1.3% to +1.2%), and +1.1% over 20.

• Jan 24, 2018Black Sea Grain-2018: European Commission expert to make an outlook on Ukraine-EU grain and food trade+1.0%
• Oct 7, 2021European Union considers measures to stop the sale of products from deforested land - October 2022 | New Zealand Ministry of Foreign Affairs and Trade-2.7%
• Dec 28, 2022NDRC in coordination with Chinese farmers to stabilise supply - European Pork | European Pork, the Smart Choice+0.1%
• Aug 4, 2026Ukraine introduces 0.714 coefficient for minimum export prices on grains and oilseeds-0.5%
• Jan 8, 2025Urea prices continue to rise in line with the international market trend – Dezba Inspection+2.8%

Not enough comparable past events yet for a historical read.