Plenty of #wheat. Not enough ways to ship it. Our latest September export estimates, cited by the WSJ: Russia: 2.1 mmt −56% YoY Ukraine: 0.9 mmt −52% YoY The Black Sea bottleneck is hitting both major wheat exporters at once. Link is attached below. #wheat #BlackSea #oatt

Sep 25, 2026 · 12:04 PM UTC

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wsj.com/world/war-throttles-…

War Throttles Black Sea Grain Exports, Threatening Food Supplies

Russian and Ukrainian attacks on ports and vessels have sent wheat futures to near three-year highs.

wsj.com
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Replying to @sizov_andre
US wheat still not selling at any pace that reflects the local maritime fundamentals in the Black Sea
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i dont expect pace to increase materially
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