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Ukraine’s average grain exports in the first three months of the 2026/27 marketing year were about half the pace of the previous year, as Russian attacks disrupted ports, railways, bridges, border crossings and marine traffic. USDA projects large year-end stocks, including nearly 772 million bushels of corn and about 434 million bushels of wheat, while some corn may remain in fields because of limited storage and transport capacity.
Disrupted exports reduce near-term Ukrainian grain competition in world markets, which can support prices, while large accumulated stocks could weigh on prices if shipping conditions improve.
rfdtv.comTony St. JamesNov 5, 2026After 284 past neutral logistics events, Corn moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.4%), and -0.2% over 20.
After 163 past neutral logistics events, Wheat (SRW) moved a median +0.1% over 5 sessions (53% higher; middle half -1.3% to +1.1%), 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.
