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SovEcon forecasts Russian wheat exports for July-September 2026 at 5.4 million tonnes, the lowest for that period since 2010. Drone attacks since 10 July 2026 halted several Azov and Black Sea grain and oilseed terminals, and shipowners have pulled back from high-risk routes, leaving more wheat in the domestic market where purchase prices are falling.
Lower Russian export availability tightens global wheat supply and supports world prices, while domestic price declines hurt Russian farm margins and could cut planting. Feed buyers should expect firmer wheat values from the Black Sea.
plus.moe-online.ruРоман ПРЫТКОВNov 14, 2026After 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.
