
UkrAgroConsult reports Black Sea to South China Panamax rates fell to USD 34-36 per ton from USD 52-54 a year earlier, with CPT Odesa freight in the low USD 30s. China booked about 300,000 mt of Ukrainian barley for 2025/26 after being largely absent in 2024/25.
Weak Panamax demand and softer Black Sea freight lower delivered costs for Ukrainian grain into Asia, while the Chinese barley purchase adds some export demand support for barley.
Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
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.