
Ukrainian ports could add 29.6 million tonnes of grain transshipment capacity by 2020 if current infrastructure projects are completed. Some projects remain at the planning stage.
More port capacity in Ukraine would expand the export outlet for grain over the longer term, which is bearish for world prices if realized. Completion is uncertain, so the effect is gradual.
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.