
Agritel says Ukraine could soon reach a record monthly grain and oilseed shipment capacity of close to 6 mln t. A new 140,000 t POSCO/OREXIM terminal in Mykolaiv has opened, following a terminal in Pivdenny, and rail privatization is planned for 2020.
Easing port and rail constraints lets more Ukrainian grain reach export markets, which tends to weigh on Black Sea FOB prices. Improved logistics also reduce delivery risk for overseas buyers.
After 137 past bearish logistics events, Wheat (SRW) moved a median -0.3% over 5 sessions (44% higher; middle half -2.2% to +1.0%), and +0.0% over 20.
After 359 past bearish logistics events, Corn moved a median -0.3% over 5 sessions (44% higher; middle half -1.5% to +1.5%), and -0.5% 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.