Economy
The market for “handysizes” has almost disappeared: there are practically no orders for large vessels
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.
“They will reach an agreement with Hungary sooner”: Poland assessed the prospects for the transit of Ukrainian grain
Expanding the transit of Ukrainian agricultural products through Poland may encounter domestic political risks for Warsaw.
NIBULON exported only 60 thousand tons of grain in July out of the planned 250 thousand tons
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.
Ukrainian grain exports through ports have collapsed by 84%, — SPIKE Brokers
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.
Shares of most Ukrainian agricultural companies ended the week with growth
Over the past week, the shares of most Ukrainian agricultural companies traded on the Warsaw and London stock exchanges have increased.
The time for ships to leave the Sulina Canal has increased to 2–3 days
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.
Shallowing of the Danube complicates fuel supply to southern Ukraine
The decline in the water level on the Danube complicates fuel logistics in southern Ukraine, where the supply of the resource remains limited.
Turkey resumes ship transit to Black Sea after delays
Turkey has resumed the passage of merchant ships through the straits towards the Black Sea after several days of delays for voyages to Russian and Ukrainian ports.
Due to the blockade of the ports of Great Odesa, agricultural exports may be reduced by more than half
Due to the prolonged restrictions on the operation of the ports of Great Odesa, the export of Ukrainian agricultural products in the 2026/2027 marketing year may decrease from 64.4 million tons to 29.6 million tons.
Grain loading by rail almost halved in August
The average daily grain load on the railway network of Ukraine in the first five days of August decreased to 26.6 thousand tons compared to 51.5 thousand tons in July.