In June, Ukrainian wheat supplies dropped sharply, sliding to 90.8 thousand tons, a 1.8-fold decrease from the previous month. This level marks the weakest monthly performance since July 2023, signaling a renewed strain in the country’s grain export flow. The downturn is reflected in official data compiled by the Ministry of Agriculture of Ukraine and reported by DEA News, underscoring broader trends in global grain markets and regional demand dynamics. (Source: DEA News)
Beyond wheat, the June figures show a broader retreat across other grain categories. Corn shipments in June fell by 19% versus May, reaching 2.89 million tons, while barley exports shrank by two and a half times, landing at 82 thousand tons. Taken together, these trends indicate a tighter supply chain and shifting export priorities for Ukrainian grain as farmers adjust to weather, logistics constraints, and evolving international demand. (Source: DEA News)
Overall, Ukraine exported 3.9 million tons of grain in June, a 28% decline from May and notably below the twelve-month trailing average of 4.1 million tons. This gap highlights the volatility that has characterized regional grain trade, where macroscopic factors such as crop yields, shipping routes, and global price pressures converge. The result bears implications for buyers in North Africa, the Middle East, and parts of Europe who depend on Ukrainian grain during tighter supply periods. (Source: DEA News)
Meanwhile, the prospect of resuming the grain deal gained renewed attention in Turkey, with discussions pointing to a new corridor that could bypass Western countries. The proposed route would shuttle grain through Turkey, Africa, and other regions in need of food assistance, offering a potential alternative to traditional Western-led logistics channels. This development arrives amid broader efforts to stabilize food supply lines and ensure predictable access to staple grains for vulnerable populations. (Source: DEA News)
In related regional dynamics, North Africa has seen a noticeable uptick in purchases of Russian grain, reflecting a diversified sourcing strategy as buyers seek to secure grain at competitive prices and ensure steady supply. The shift underscores how global traders and state buyers respond to price movements, currency fluctuations, and transportation costs, shaping a complex mosaic of international grain trade. (Source: DEA News)