Ukrzaliznytsia reports an accumulation of over 4,400 grain railcars
The average daily volume of agricultural exports to Danube ports has decreased by 14% compared to the beginning of October. The rate dropped from 41,500 tons to 35,600 tons per day. This was reported by USM — ports and shipping citing the Telegram channel of Spike Brokers, according to the portal PromPolitInform.
The total volume of agricultural cargo directed to Danube ports, including the Orlivka terminal, reached 248,900 tons over the past week. The Izmail Seaport handled the largest share, accounting for approximately 57% of the total flow, or 331,800 tons. The remaining volumes were split between Reni Seaport, Orlivka, and Ust-Dunaisk Seaport, with wheat making up 69% of the total cargo flow.
Export performance and railway dynamics
During the first half of October, total agricultural exports reached 1.533 million tons, valued at 790.1 million dollars. Specifically, for the period between October 9 and 15, the daily clearance rate increased to 111,100 tons. Egypt and Algeria became the primary importers of Ukrainian wheat during this time, together receiving nearly half of the processed export volume.
Meanwhile, railway logistics face growing challenges. As of October 14, the queue of grain railcars owned by Ukrzaliznytsia rose to 4,422 units. Cargo handover rates across the Polish border dropped to 84.8 railcars per day, a deficit that has not been fully offset by traffic through other border crossings.
Market trends and price impact
Despite a 7% rise in November corn futures on the MATIF exchange, spot prices have remained unchanged due to logistics infrastructure bottlenecks. The price of corn CPT Odesa has stabilized at 165 dollars per ton, while 11.5% protein wheat holds steady at 175 dollars per ton. Only rapeseed exports show significant momentum, with daily clearance rates increasing to 16,400 tons between October 9 and 15.
Photo: USM — ports and shipping
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