Grain Leaves Russia via New Routes: Baltic Shipments Up Nearly 10-Fold

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.

• Oct 9, 2026As Black Sea routes stall, Russian Baltic ports ramp up grain capacity by 170 per cent | World Ports Organization+4.0%
• Feb 12, 2026Global Grain Shipments Surge 15% in Early 2026, Boosting Panamax Freight Rates - India Seatrade News+1.1%
• Oct 23, 2026Even an elevenfold increase in Baltic port shipments fails to offset Russia’s loss of Black Sea export capacity-0.6%
• Aug 31, 2026Russian grain exports shift to Baltic as Black Sea trade disrupted | Reuters+2.4%
• May 15, 2025Grain transshipment at Russian ports fell by more than 50% in 2025-3.9%

Not enough comparable past events yet for a historical read.

After 285 past bullish logistics events, Corn moved a median +0.1% over 5 sessions (52% higher; middle half -1.5% to +1.5%), and +0.8% over 20.

• Oct 23, 2026Even an elevenfold increase in Baltic port shipments fails to offset Russia’s loss of Black Sea export capacity-0.6%
• Apr 22, 2021Neopanamax Locks Have Expanded Shipping Routes | Feed & Grain+11.6%
• Feb 23, 2018Flooding cripples grain barge shipments on U.S. Midwest rivers+1.9%
• Jun 3, 2021Argentine oilseed and grain shipments under threat from new strike…+4.4%
• May 20, 2021New strike actions renew pressure on Argentine grain shipments - Fastmarkets-4.4%