# Wheat winners and losers in 2026/27

> Wheat exports from Bulgaria and Romania rose 35% year over year to 6.7 million tonnes in July–September, with Romanian shipments moving at a record pace. Disruptions to Ukrainian and Russian logistics shifted buyer demand toward other Black Sea origins, while Ukrainian farmers’ estimated losses from lower FOB prices and higher freight reached as much as $130 per tonne by early November.

- Date: 2026-11-09 · published 2026-11-09T15:27:06.825Z
- Category: logistics · region Black Sea · magnitude medium
- Page: https://feedsoft.ai/events/89826-wheat-winners-and-losers-in-2026-27
- Commodities: [Wheat (SRW)](https://feedsoft.ai/c/WHEAT.md)

## Why it matters

Port and freight disruption is redirecting demand toward Bulgarian and Romanian wheat and raising the cost of shipping Ukrainian grain. The resulting supply risk and competition for alternative origins are supportive of Black Sea wheat prices, though faster exports from Romania and Bulgaria add available supply.

## Read by commodity

- WHEAT: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| WHEAT | 2020-03-19 | [Wheat: shutdown puts logistics in trouble - Mundus Agri](https://feedsoft.ai/events/8242-wheat-shutdown-puts-logistics-in-trouble-mundus-agri.md) | -5.4% | -2.2% |
| WHEAT | 2022-03-09 | [Explainer: India's wheat exports surge as world prices soar \| Reuters](https://feedsoft.ai/events/42246-explainer-india-s-wheat-exports-surge-as-world-prices-soar-reuters.md) | -3.1% | +3.6% |
| WHEAT | 2021-03-01 | [Feedgrain Focus: Wheat, barley firm on logistics](https://feedsoft.ai/events/48712-feedgrain-focus-wheat-barley-firm-on-logistics.md) | +1.8% | -0.5% |
| WHEAT | 2023-04-26 | [Wheat farmers ask Canada to step in as strike threatens exports \| Air Freight News](https://feedsoft.ai/events/36423-wheat-farmers-ask-canada-to-step-in-as-strike-threatens-exports-air-freight-news.md) | -0.1% | -2.5% |
| WHEAT | 2020-12-10 | [U.S. Wheat Export Basis to Remain High Until March 2021 - U.S. Wheat Associates](https://feedsoft.ai/events/49692-u-s-wheat-export-basis-to-remain-high-until-march-2021-u-s-wheat-associates.md) | -1.5% | +4.0% |

## Sources

- millermagazine.com: https://millermagazine.com/blog/wheat-winners-and-losers-in-2026-27-7120
- millermagazine.com: https://millermagazine.com/en/blog/wheat-winners-and-losers-in-2026-27-7120
- millermagazine.com: https://millermagazine.com/en/blog/wheat-winners-and-losers-in-202627-7120

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.