
Rusagrotrans estimates Russian wheat exports through Baltic ports in July-October at 3.93 million tonnes, 5.8 times the prior year. The Baltic share rises from 4% to 38.3%, reaching about 65% in October.
Total Russian wheat exports for July-October are projected at 10.3 million tonnes versus 16.9 million a year earlier.
A sharp drop in Black Sea-routed wheat exports tightens available supply for importers, while the shift to Baltic ports is costly and limited by terminal capacity.
After 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.
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.