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New risks in the Black Sea: how the market reacted to the attack on tankers carrying sanctioned oil
The drone strike on two tankers of the Russian “shadow fleet” off the coast of Turkey has become yet another signal about the vulnerability of the Kremlin’s oil logistics. At the same time, it has already forced insurers to reassess risks in the Black Sea.
Grain prices in ports have stabilized: corn — $229, wheat — $222 CPT Odesa
According to the results of the last week of May, the physical grain market reacted to external pressure more restrainedly than the stock exchange.
The number of vessels on the Danube continues to decrease
On Monday, June 1, about five vessels were recorded near the Sulina and Bystre canals, while about 25 vessels were heading to the ports of Great Odesa.
Seasonal traffic restrictions for trucks introduced in Odesa region
This month, in the Odesa region, to preserve roads during the period of abnormal heat, seasonal restrictions for truck traffic are being introduced.
How the delay in fertilizer supplies through the Strait of Hormuz will affect Ukraine
or Ukraine, which remains one of the world’s largest agricultural exporters and at the same time depends on the import of part of nitrogen and phosphate fertilizers, possible disruptions in the operation of the strait mean not only the risk of rising product prices, but also a potential impact on future yields and the cost of crop production.
USM continues to analyze how events in the Strait of Hormuz affect logistics and prices in Ukraine. This time — to what extent the Ukrainian market depends on supplies through the Strait of Hormuz and what consequences may arise for the agricultural sector, as well as how critical the experts see the situation.
Kernel increased net profit in January-March by 2.2 times to $89 million
The net consolidated profit of the agricultural holding Kernel in the third quarter of the 2026 fiscal year (January-March) amounted to $89 million.
MSC bought 51% in the container terminal at the port of Pivdennyi
One of the world’s largest container operators has entered the port of Pivdenny. MSC has bought a stake in the Ukrainian terminal.
More than half of the tankers in the “shadow fleet” pose an environmental threat, — FT
The industry is warning of the risk of a massive oil spill, comparable to the largest maritime disasters in history.
The queue of wagons heading to ports is decreasing despite the growth of rail exports
The flow of goods towards seaports is weakening, despite the positive dynamics of rail exports in general.
France and the UK detained a shadowy tanker leaving Murmansk
For France, this is the fourth operation to seize vessels of the Russian “shadow fleet” since October 2025.
Danube ports plan to raise $35 million for fleet and additional protective infrastructure
Within the framework of the international RELINC project for the development of the Danube ports of Ukraine, they plan to attract $35 million for the purchase of a fleet, protective structures and equipment.
Cargo flow through the Danube may decrease to 5 million tons in 2026 — Ministry of Development
After the resumption of the ports of Great Odesa, cargo turnover in the Danube region continues to fall, and in 2026 it may decrease to about 5 million tons.
Drones attacked the port of Taganrog: a tanker and a fuel tank caught fire
On the night of May 30, drones attacked the port infrastructure of the city of Taganrog, Rostov Region, Russia.
Ships carrying cargo to Ukraine face delays due to new rules at Sulina
Vessels sailing through the Sulina Canal to Ukrainian and Moldovan ports have started to face delays due to problems with the processing of new customs documentation after Romania switched to the NCTS Phase 6 system.
A sea smuggling channel across the Black Sea was exposed in the Odesa region
As part of the scheme, a ship from unrecognized Abkhazia delivered a batch of counterfeit cigarettes and a drone to the area of Zmiiniy Island, which was probably intended to carry out a terrorist attack.
The government has simplified the mechanism for exempting agricultural producers from export duties on soybeans and rapeseed
The Government has simplified the mechanism for confirming the right of agricultural producers to be exempted from export duties on soybeans and rapeseed.
The port of Tuapse has not been accepting ships for over a month
The port of Tuapse, which has been subjected to numerous attacks by Ukrainian drones, has probably not been operational for more than a month.
Over 2 million tons of grain were exported by rail in May
92% of the specified volume of grain cargo was transported to the ports of Ukraine.
The icebreaker “Noosfera” completed its fifth Antarctic season: the ship returned to Cape Town
During the season, the Noosphere team made a record 9 trips to Antarctica and crossed the most turbulent place on the planet — the Drake Passage — 18 times.
