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ASAP Agri's scenarios put Ukraine's 2026/27 agricultural exports at 29 to 47 million tonnes, depending on Greater Odesa port operations. Rail and Danube routes can add capacity, with rail potential estimated at 1.4 to 1.5 million tonnes monthly.
Ukraine's export capacity depends heavily on port access, so port restrictions keep Black Sea supply tight and support wheat and corn prices.
After 292 past bullish logistics events, Wheat (SRW) moved a median -0.1% over 5 sessions (48% higher; middle half -1.3% 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.