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Russian exporters are increasingly considering flour exports as an alternative to wheat shipments amid restrictions on Black Sea ports and southern transport routes. The Union of Millers and Groats Producers forecasts flour exports could reach 1.5 million tonnes this season, versus 529 thousand tonnes last season.
China has raised its flour purchases from Russia by 70% this season, with significant volumes also going to Turkmenistan and Afghanistan.
Flour needs less port and rail capacity per tonne of grain than wheat and falls outside grain export quotas and duties, so it lets Russia move more value through constrained logistics. This partly offsets lost wheat volumes, though it keeps some grain demand in the market and only modestly eases the pressure on wheat prices.
ukragroconsult.comNov 12, 2026After 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.
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.
