
Freight rates for grain shipments from Ukrainian Danube ports rose $10/t over the past week, to about $120/t for voyages to Egypt. Long queues at Sulina and Black Sea war risks continue to limit vessel availability, and barge rates are also rising amid tonnage shortages caused by draft restrictions on the Danube.
Higher freight widens the cost gap between Ukrainian origin and other grain suppliers, cutting export competitiveness and pushing up landed costs for feed importers. Constrained logistics support firmer FOB prices for Ukrainian grain and barge-linked feed ingredients.
Not enough comparable past events yet for a historical read.
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.