Blackout in the ports of Great Odesa: port capacity is falling
17.12.2025 - 12:11
Ports in the Odesa region are forced to slow down transshipment when Ukraine exports its maximum grain.
After the latest Russian attacks on Odesa, part of the port cluster was left completely without electricity, while another part is operating only on limited generator capacity, ASAP Agri reports on Telegram.
Market participants also spoke about new restrictions on rail transportation, which are holding back the arrival of wagons to the ports.
“Due to constant warnings about the suspension of work, the ports have switched to slow sequential loading – one vessel at a time. Capacity is falling just when Ukraine needs to transport peak export volumes,” experts said.
Due to increased logistical constraints, it is expected that CPT prices may strengthen, but FOB growth may be limited: Ukrainian grain faces strong global competition, and buyers may resist price increases.
“Weak demand + logistics disruptions = lower exports, confirming ASAP Agri’s forecast for increased grain carryover stocks in 2025/26,” the analysts concluded.
Read also: Ukrainian ports almost meet annual plan, but need to strengthen security.
