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Agri.bg analyst Boyan Ivanov examines how Black Sea war risk is reshaping grain trade. Lloyd's List reports Black Sea shipping activity fell 37% year on year in October, and some shipowners are challenging orders to call at Romanian and Bulgarian ports.
Argentina and Australia are increasing supply while Russia seeks alternative export routes.
Shrinking vessel availability and higher insurance premiums raise delivery risk and freight costs for grain and feed ingredients sourced from the Black Sea, supporting wheat and corn prices and favoring Argentine and Australian origins.
agri.bgБоян ИвановNov 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.
