Ukrzaliznytsia reported that rail grain shipments in 2025 totaled 28.86 million tons, down 27.3% from 2024. Export shipments fell 25.3% and domestic shipments fell 42.9%.
The company cited a high 2024 base, weak prices, a delayed corn harvest and strikes on rail and port infrastructure.
Lower Ukrainian grain movement reduces export availability from the Black Sea, which supports world wheat and corn prices, though weak domestic prices and farmer holding partly offset this.
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.
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.