Danube
Freight from Ukraine to Egypt rose in price sharply against the backdrop of a tonnage shortage on the Danube
Limited tonnage supply allows shipowners to maintain high rates for the transportation of Ukrainian grain.
Record Shallowing of the Danube Complicates Ukrainian Grain Exports Through Constanta — Bloomberg
Low water levels are forcing barges to take on fewer cargoes, and shipping on the Danube is becoming more expensive at a time when Ukraine is increasingly dependent on alternative export routes.
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.
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.
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.
“Handy sizes” have practically disappeared from the market, costers continue to rise in price — ASAP Agri
Shipowners almost do not consider flights from the ports of Great Odesa, while the prices of boats from the Danube continue to rise sharply.
Grain exports shift to the Danube amid seaport closures
Danube ports are increasing grain exports, but their capacities are not enough to compensate for the reduction in transshipment through the ports of Great Odesa.
The Danube cannot yet replace deep-sea corn exports, — PUSK
Even if the Danube ports handle only corn, it will take about 11 months to export the projected volume.