
Ukraine shipped just over 13,000 tonnes of barley during the first nine days of November, far short of the monthly pace needed to balance production, and carryover stocks could reach 2–3 million tonnes. Farmers are cutting winter barley sowing to about 420,000 hectares, with particularly sharp reductions in Odesa and Mykolaiv, as low prices and weak profitability weigh on planting decisions.
Sluggish exports and large stocks are likely to cap near-term barley prices, while reduced planting could tighten supply in a later season. The immediate oversupply pressure outweighs that forward-looking support.
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