All publications

On July 31, US Vice President J.D. Vance, during a conversation with President Volodymyr Zelenskyy, asked Ukraine to stop attacks on oil tankers in the Black Sea.

The massive attack lasted for over five hours, and one of the largest grain terminals in Novorossiysk is among the possible targets.

After the Russian Federation intensified its attacks on Ukrainian ports and civilian vessels, Ankara has shown that it is ready to use control of the Bosphorus and Dardanelles as leverage.

For Ukrainian exports, this means a new risk premium – even before the straits are actually closed. USM spoke with experts in the maritime and agricultural industries to find out how Turkey’s decision could affect shipping and the freight market.

Ukraine and Poland discussed the possibility of increasing the transit of Ukrainian agricultural products through Polish ports amid Russian attacks on the ports of Great Odesa.

The United States has begun to transfer old tankers seized as part of its efforts to combat sanctions against Russia, Iran, and Venezuela for disposal.

Russia has accused Romania of using the Moldovan port of Giurgiuleşti to supply cargo to Ukraine, in particular for the needs of the Armed Forces of Ukraine. The Romanian Foreign Ministry called these statements Russian propaganda.

The Ministry of Agrarian Policy expects grain exports to reach 38–40 million tons in the 2026/27 marketing year.

Low water levels are forcing barges to take on fewer cargoes, and shipping on the Danube is becoming more expensive at a time when Ukraine is increasingly dependent on alternative export routes.

Namsen Limited, the main shareholder of Kernel Holding, announced the terms of the mandatory buyout of the remaining shares of the company at a price of PLN 19.93 per share.

The new protective structure was installed on the territory of the enterprise, taking into account the location of the production infrastructure and logistics routes.

After the suspension of container lines to the ports of Great Odesa, some of the cargo destined for Ukraine began to be redirected to Constanta, Romania. For importers, this means additional paperwork, new port costs and the need to organize the delivery of the container to Ukraine.
Founder and CEO of SafeLogic Oleksandr Tsurkan explains what to do after being notified of a change in the port of discharge and what costs and delays to consider.

The closure of the maritime corridor and the blockade of the ports of Great Odesa could reduce Ukraine’s GDP by 0.6–0.9%.

There are almost no orders for “handysize” and larger vessels, while Danube costers are still finding cargo and continue to increase in price, albeit more slowly.

Expanding the transit of Ukrainian agricultural products through Poland may encounter domestic political risks for Warsaw.

Due to restrictions on the work of Ukrainian ports due to terrorist attacks by the Russian Federation, the company was able to ship only two ships.

Rail grain deliveries to the ports of Great Odesa decreased more than sixfold, and some flows were reoriented to the western border and the Danube.

Over the past week, the shares of most Ukrainian agricultural companies traded on the Warsaw and London stock exchanges have increased.

The waiting time for vessels to exit the Sulina Canal has increased to 2–3 days due to the increase in the number of vessels.