Loading…
Pavlo Khaustov of Barva Invest says high transport costs and limited European rail capacity are holding back Ukrainian grain exporters, with corn shipments threatened to run well below their usual seasonal pace. He estimates European corn prices of $260-270 per tonne translate into ex-farm prices of only $107-133 per tonne for Ukrainian producers.
Freight and insurance costs often leave farmers with a net loss.
Slower Ukrainian corn exports reduce supply available to importers, which can firm prices in buyer markets, while low farm-gate returns may reduce future planting. The effect on global corn prices is likely limited unless shipments fall further.
nh-logistics.comTatyana GrachevaNov 13, 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.
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.
