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USDA's Kyiv office forecasts Ukraine's end-of-season 2026/27 grain carry-out could reach a record 36.1 million tonnes, with corn stocks near 20 million tonnes. Production estimates rose to the highest since 2021/22, while corn exports are projected to fall to 10.2 million tonnes from 22.2 million, mainly due to Black Sea port restrictions.
Large Ukrainian stockpiles combined with a sharp drop in export capacity keep Black Sea grain offers heavily pressured, supporting cheaper feed grain supplies in the short term while logistics remain the binding constraint.
ukr.netАгрономія сьогодніNov 5, 2026After 1,102 past bearish report events, Corn moved a median -0.2% over 5 sessions (47% higher; middle half -1.8% to +1.3%), and +0.0% over 20.
After 1,006 past bearish report events, Wheat (SRW) moved a median +0.0% over 5 sessions (50% higher; middle half -1.6% to +1.8%), and +0.3% 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.
