Analytics

On Friday, July 22, Ukraine signed the Istanbul Agreement with Turkey and the UN, which provides for the safe export of grain from Ukrainian ports. Russia signed a similar agreement with the UN and Turkey (and has already violated it).

How much grain will the main producing countries, including Ukraine, collect and send to foreign markets? Analysts at Barva Invest talk about what is happening with grain export forecasts, and what factors affect grain exports in Ukraine and around the world.

On Saturday, July 9, it became known that the Bystre Estuary was open again. Piloting along the estuary became available again thanks to the liberation of Zmiinyi Island and ensuring the safety of the coastal section of the water area in this part of the Black Sea. USM tells what effect the opening of the Bystre Estuary will have on Ukrainian exports and what are market participants afraid of.

Russian “liberators” appeared to the whole world as an army of murderers and looters. Representatives of the “authorities” of the captured territories of Ukraine, who imagined themselves as the owners of foreign fleets and ports, gained the same reputation.

The war in Ukraine has created an unprecedented stress test for the global freight supply chain. Particularly acute was the issue of importing containers, which in February were already en route to Ukraine.

On Thursday, June 16, 2022, the 46th President of the United States, Joseph Biden, signed into law S. 3580, the Ocean Shipping Reform Act of 2022.

Ukraine is looking for new logistical options for the import of diesel fuel – farmers offer to transport it in flexitanks.

Before the start of the full-scale war, 75% of Ukraine’s foreign trade was carried out at sea ports. From February 24, 2022, they are all blocked. However, it was not a verdict. On the contrary, we see that companies have begun to look for alternative ways to establish logistics chains.
Can rail and road transport replace sea transport? What is the government doing to help exporters export products, and how did the war change Ukrainian trade? This was discussed on May 18 during the online discussion of the Southern Ukrainian office of the European Business Association “Logistics and international trade in Ukraine in conditions of war”.

Since the world’s largest container carriers refused to work with the aggressor country, russia needs to look for new ways for container traffic. The European embargo on a number of russian raw materials and the closure of many ports for russian vessels also forces russia to look for new partners for trade. China became the hope for russian federation in this matter. But the plans of russian federation were hindered by another outbreak of COVID-19 in the People’s Republic of China, which blocked Chinese ports for an indefinite period.

In April, russian oil exports recovered, despite the rejection of raw materials by many European buyers. USM tells how now, during the war, russian federation continues to sell oil and who buys bloody raw materials.