Early harvest begins in southern Ukraine: Odessa region reports high yields and moisture levels without drying. Producers invest in silos to reduce dependence on third-party elevators and sell more flexibly.
The concession competition for the Chornomorsk container terminal includes APM Terminals, Yilport, Mariner–TAS consortium, and Abu Dhabi Ports with SKF Holdings UK. This signals to exporters, elevators, and traders that port infrastructure remains a key area for investment and logistics planning, impacting the grain market.
In the first five months of 2026, railway container shipments in Ukraine increased to 128,325 TEU, but the share of grain decreased. Elevators are preparing for the new harvest season, highlighting storage, shipping, and export route considerations for sellers and buyers.
Turkey may re-enter the global barley export market, while its imports in 2026/27 are forecasted to be significantly lower. For Ukraine, this means weaker demand from a traditional direction, cautious trading of old crop, and increased focus on port and elevator price indicators.
Ukrainian wheat market prices at ports have decreased amid expectations of new harvest, increased old grain supply, and subdued export activity. Quality, harvesting pace, and logistics are key for elevators and sellers.
On the night of June 22, Russian drones damaged three civilian vessels heading to Ukrainian ports. This signals the need to review logistics plans, delivery conditions, insurance risks, and shipment schedules via sea.
Ukrainian grain market enters the season with increased logistical risks: attacks on port infrastructure may reduce shipments through the Odessa region, while rerouting to the Danube has limited potential and higher costs.
As of June 19, Ukraine has exported nearly 36 million tons of grains and legumes in 2025/26 MY, 10% less than last year. Harvesting of winter barley and peas has started in Odesa region, gradually shaping new market supply.
IMO updated safe grain transportation rules: partial loading requires new calculations and vessel document updates. Ukrainian elevators and traders should verify vessel readiness and grain batch requirements in advance.
Ukrainian corn prices declined amid weaker demand, Latin American competition, and active sales of old crop residues. This signals producers and elevators to pay closer attention to basis, quality, and sales channels.
Agromino plans to sell its port operator and warehouse facilities in Chornomorsk but will continue working with its own cargoes in the port. This signals the grain market to pay closer attention to transshipment access, storage conditions, and logistics options in the southern direction.
European rapeseed market remains supported by biofuel sector demand, but seasonal correction risks increase. Meanwhile, USDA unchanged its forecast for Ukrainian corn: 30 mln t production and 23 mln t exports in 2026/27 MY.
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