
Ukrainian corn export prices fell to $199/t FOB POC (Odesa ports) on November 2, down from $223/t on October 2, the lowest in two years. Shipping via Romania's Constanta port costs nearly $100/t, and restrictions on Greater Odesa ports persist due to Black Sea security.
Danube ports such as Izmail are now the main seaborne outlets, with prices around $170-$175/t FOB.
Higher transport costs and port restrictions are pushing Ukrainian producers to sell at lower prices and hold stocks, which lowers export corn values. Cheaper Danube-origin corn could put downward pressure on feed corn prices in Europe and the Black Sea region.
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.