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Grain exports from Ukraine have roughly halved since late July as Odesa-region ports have not operated due to Russian strikes. Farmers are selling wheat at a loss because domestic prices have fallen with the surplus, and some are holding stock in storage.
Idle Black Sea ports leave Ukrainian grain stranded inland, depressing local prices and pushing more supply into storage rather than world markets. Any reopening would add supply to global wheat and corn markets, which is bearish for prices.
tsn.uaДмитро ФурдакNov 13, 2026After 283 past bullish logistics events, Wheat (SRW) moved a median -0.2% over 5 sessions (46% higher; middle half -1.4% to +1.3%), and -0.1% 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.
