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Grain rail transport in Ukraine remains severely strained, with delivery costs to ports up 2 to 2.5 times. About 50 trains are abandoned and 250 delayed on the Ukrzaliznytsia network, with the worst congestion around the Nikolaev ports.
Slow rail movement limits grain reaching Black Sea ports, tightening near-term export supply and lifting port-level prices for wheat and corn.
graintrade.com.uaNov 12, 2021After 283 past bullish logistics events, Wheat (SRW) moved a median -0.2% over 5 sessions (46% higher; middle half -1.4% to +1.3%), and -0.1% over 20.
After 285 past bullish logistics events, Corn moved a median +0.1% over 5 sessions (52% higher; middle half -1.5% to +1.5%), 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.
