Analytics

Despite the intensification of Russian attacks on the ports of Great Odesa, container logistics, although it has encountered its own difficulties, has not stopped: Ukrainian cargo continues to be served through European hubs, land routes and dry ports.

After the intensification of Russian shelling of the port and logistics infrastructure of the Odesa region, the work of the ports of Great Odesa has virtually stopped. Some shipowners have suspended operations to Ukrainian ports, and business has once again found itself in a situation where it is necessary to assess the direct risks to vessels, crews and cargo – and quickly look for alternative solutions.

USM has prepared a detailed material on what such a suspension could mean for Ukrainian exports, the freight market, insurance brokers, farmers, port operators and shipowners. Together with business and experts, we analyze how critical the current situation is, how to adapt logistics in the coming weeks and what will happen to the sea corridor in the event of further attacks by the Russian Federation.

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.

The Strait of Hormuz is thousands of kilometers from Ukraine, but its crisis is already being felt by Black Sea freight. USM gathered the opinions of Ukrainian experts in the field of shipping and logistics to find out how events in the Middle East affect Ukraine.

USM spoke with Henri Petrosyan, director of the logistics company LUKRO, about how Ukrainian logistics has gone from collapse to adaptation, how approaches to transportation planning have changed, how political decisions affect routes, and what role practical experience plays in this.

Exports of grain and leguminous crops remain critically important for the Ukrainian economy. At the same time, it should be clearly stated: pre-war conditions no longer exist — and we should not expect them to return anytime soon.

Uunsuccessful (fortunately) liquidation of the NABU and the SAPO. The public also actively discussed the “soybean-rapeseed” amendments, the long-term concession of terminals in the port of Chornomorsk, and the risk of removing Medvedchuk’s yacht “Putin’s godfather” from the state control zone.

For the ports of the Odesa region, 2025 was another year of testing. Shelling of infrastructure, changes in tariffs, a partial ban on the import of fertilizers, blackouts and the upcoming concession in the port of Chornomorsk – all this had an impact that shaped the work of the industry throughout the year.

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.

Sea exports in Ukraine are directly related to the agricultural sector, which is increasingly facing numerous challenges every year. War, climate change, logistics problems – all this has an impact on farmers, and subsequently on sea exports and the economy of Ukraine as a whole.