Wheat hits its lowest level since early July 🚩 Russia resumes exports. What are funds doing after the massive sell-off?

After 11 past bearish logistics events, Wheat (HRW) moved a median -0.3% over 5 sessions (45% higher; middle half -2.8% to +0.9%), and +0.4% over 20.

• Jul 29, 2026Wheat exports expected to face the biggest impact from Black Sea port shutdown — opinian-2.5%
• Sep 25, 2024Lack of exports drags down KC spot wheat | World Grain+4.8%
• Jul 28, 2022Wheat prices fell in anticipation of the departure of grain ships from Ukrainian ports 28.07.2022 - UkrAgroConsult-3.0%
• Aug 30, 2023Low Mississippi River level will challenge grain movement again this harvest+4.5%
• Jun 3, 2026Wheat Freight Costs Challenge Stronger Japanese Export Outlook - RFD-TV+1.1%

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.

• Oct 28, 2026CBOT soybeans fall, following wheat lower, as Russia issues Sea of Azov grain vessel permits — TradingView News+0.2%
• Oct 29, 2026Wheat prices fall as Russian ships get the green light | DCA Market Intelligence-0.4%
• Aug 19, 2022Baltic Dry Index Falls to Lowest Level Since 2020-9.1%
• Jul 29, 2026Wheat exports expected to face the biggest impact from Black Sea port shutdown — opinian-1.4%
• Feb 7, 2018Grain throughput at Russian ports in 2017 roars after record harvest | Miller Magazine+0.3%