Ukrainians will never forget the morning of February 24th. Russia has started a war against Ukraine. However, the Russian authorities on that day were hardly aware of the consequences for their own country. A real war in Russia is yet to come, and it will affect the lives of Russians much more painfully.
The activity of global container lines is declining. How can regional line operators benefit from this?
Cargo shipping along the Dnipro is slowly but surely gaining momentum. Is the fleet keeping up with the volume of cargo?
Barva Invest analysts specifically for USM talk about corn yields, future exports and related logistics.
USPA has announced the construction of a new complex for transshipment of oil and grain in the port of Pivdennyi. USM is investigating the reasonability of the project.
The Skadovsk Sea Port Silo was put up for auction. However, only one participant was interested in the lot. It is simply not profitable to use this silo, since it is located near one of the most unprofitable ports in Ukraine – Skadovsk. USM tells the “dark” story of the Skadovsk grain silo, and also discusses whether the port has a chance for a “second life”.
Tomorrow, on September 1st, an OPEC+ members meeting will take place. It depends on the new meeting whether oil production will remain at the same level or decrease. And, of course, this will affect the tanker fleet.
Prices for Ukrainian wheat in August has increased by $5 per ton. Specialists of Barva Invest analyzed for USM situation which awaits Ukraine in the future, what will affect the pricing and whether we will see a “dip” in wheat prices.
Representatives of the transport business and experts are now actively discussing the initiative of Ukrzaliznytsia (Ukrainian Railways) to increase tariffs for cargo transportation. UZ intends to impose the tariffs already from September 1st, 2021.
Barva Invest has summed up the results of the marketing year 2020/21 for USM and assessed on which of the importers Ukraine should focus, which is more profitable for the exporter – wheat or corn, and in general – how the next export season might surprise.
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