In its November forecast, the U.S. Department of Agriculture (USDA) reduced its estimate for Ukrainian corn exports in the 2026/27 marketing year (MY) by 2 million metric tons compared to October—to 20 million metric tons—while maintaining its production forecast at 31.8 million metric tons.
The relevant data are presented in the World Agricultural Supply and Demand Estimates (WASDE) report, released on November 10, 2026.
According to the report, the reduction in projected exports is accompanied by a significant increase in expected corn stocks in Ukraine.
Specifically, the USDA raised its estimate of ending stocks for the 2026/27 marketing year from 5.53 million to 7.53 million metric tons, or by 36.2%.
For comparison, corn stocks at the start of the current marketing year stood at 2.92 million metric tons. Thus, according to the USDA’s forecast, they could increase approximately 2.6-fold by the end of the season.
U.S. analysts estimate domestic consumption of Ukrainian corn at 7.2 million metric tons, including 5.5 million metric tons for feed purposes. Both figures remained unchanged compared to the October forecast.
The USDA cites restrictions on the supply of Ukrainian agricultural products to foreign markets as the main reason for the downward revision of its export estimate.
The report notes that the war in the Black Sea region and the associated logistical difficulties continue to affect international grain trade.
Globally, the USDA lowered its forecast for corn trade in the 2026/27 marketing year from 210.72 million to 209.38 million metric tons.
In addition to Ukraine, export forecasts have been reduced for the United States and India. At the same time, an increase in shipments is expected from Argentina, for which the export estimate has been raised from 38 million to 40 million metric tons.
The United States remains the world’s largest corn exporter with a projected volume of 83.19 million metric tons, while Brazil is expected to export 43 million metric tons.
With a forecast of 20 million metric tons, Ukraine remains one of the world’s leading suppliers of this crop.
The USDA estimates global corn production in the 2026/27 marketing year at approximately 1.292 billion metric tons, with ending stocks at 281.94 million metric tons.
The growth in corn stocks in Ukraine is occurring against the backdrop of a stable harvest forecast; however, actual export volumes will depend on the operation of seaports, rail and road logistics, as well as demand in international markets.
For corn, the marketing year in Ukraine runs from October to September of the following year.
Source: USDA, World Agricultural Supply and Demand Estimates, November 10, 2026, p. 23 (PDF).
As part of the large-scale WINHUB project to develop European Class A logistics facilities in Ukraine—implemented by TERWIN Corporation—the company has received a permit to begin construction of the Class A Winhub Kyiv Airport logistics park, located in the Boryspil district of Kyiv Oblast, according to the company’s press service.
“WINHUB is consistently implementing its strategy to develop a network of next-generation logistics parks and continues to prepare for the construction of new facilities. Today, we are focused on the necessary preparatory processes: project design, expert reviews, and obtaining permits. We are convinced that under current conditions, this is the most effective operational model. Our goal is to prepare the sites as thoroughly as possible today so that we can begin construction without delay as soon as security conditions in the country allow,” said Yana Levitan, CEO of WINHUB.
The permit was obtained on November 2, 2026, through the Unified State Electronic System for Construction (USESC) within the ten-day period established by law. The permit provides for the construction of the first building of the production and warehouse complex with a total area of 48,167 square meters, which will consist of two initial phases with areas of 24,954 square meters and 23,213 square meters, respectively. Project Line LLC serves as the general designer of the project, and Base Bud LLC has been designated as the general contractor. According to the website, the total area of Winhub Kyiv Airport is planned to be 160,580 square meters.
The overall concept of WINHUB involves creating a network of LEED-certified Class A logistics parks totaling 1 million square meters in strategic logistics locations across Ukraine. Currently, according to the project’s website, the portfolio includes three sites—one in the Odesa region and two in the Kyiv region. According to the announced plans, by 2032, thanks to WINHUB, modern logistics parks with a total area of 1 million square meters will be operational in Ukraine. The estimated investment volume is $700 million.
As of November 6, 2026, offer prices for imported liquefied gas at the Polish-Ukrainian border exceeded $1,500 per metric ton, while at southern border crossings, the wholesale price of the resource approached a similar level.
The A-95 Consulting Group reported this on November 6, noting that the price increase is linked to a reduction in global propane and butane supply, changes in international trade flows, and rising logistics costs.
According to analysts, the deterioration of the situation in the global liquefied petroleum gas (LPG) market is driven by reduced production in the Persian Gulf countries and disruptions to maritime shipments resulting from attacks on civilian vessels.
This has led to a decline in exports from the Middle East, which traditionally supplies a significant portion of Asian consumers’ needs.
As a result, Asian countries have intensified competition with European importers for American liquefied gas, causing a further increase in international prices.
According to “A-95,” in October 2026, 568,000 metric tons of liquefied natural gas were shipped from the U.S. to Northwestern Europe, which is 17% less than during the same period last year.
Amid the supply shortage, October prices for propane in the region rose by $173 per metric ton, while butane prices increased by $345 per metric ton.
A similar trend is observed in the Mediterranean market, where prices set by the Algerian energy company Sonatrach remain one of the key price benchmarks.
Specifically, in October, Sonatrach’s propane prices rose by $155 per metric ton, while butane prices increased by $300 per metric ton.
For Ukraine, the situation is complicated by a shortage of the resource in the markets of neighboring European countries, primarily Romania, Poland, and Lithuania.
These countries remain the main sources of imported automotive gas, so the rise in their domestic prices directly affects the purchase cost of fuel for Ukrainian traders.
Additional factors driving up prices include security risks associated with maritime transport in the Black Sea and long wait times for road transport at border crossings.
According to estimates by “A-95,” current wholesale prices are setting the stage for a further increase in the retail price of autogas in Ukraine.
In October, the average price of this fuel at Ukrainian gas stations rose by 13.75 UAH/liter to 57.66 UAH/liter, and by early November, it had approached 60 UAH/liter.
Experts do not rule out that in the second half of November, prices at certain gas station chains could reach 66 UAH/liter if high import prices persist.
Sonatrach is Algeria’s state-owned oil and gas company and one of Africa’s leading producers and exporters of energy resources. Its price benchmarks for propane and butane are used by participants in the Mediterranean liquefied gas market.
The national postal operator, Ukrposhta, reported a net loss of 78.15 million UAH in the third quarter of 2026, which is 48.5% less than in the same period last year, while the plan was to reduce the loss to 42.87 million UAH, according to the company’s interim financial report.
According to the report, in July–September, “Ukrposhta” increased its revenue by 14.4% compared to the same period in 2025, reaching 3.4519 billion UAH; however, this figure was 3.5% below the target of 3.5782 billion UAH.
“Compared to the same period last year, there has been revenue growth in the segments of letter mail, parcels, money transfers, and retail,” Ukrposhta noted.
It is noted that EBITDA for the reporting period amounted to 205.17 million UAH, compared to 100.3 million UAH in the third quarter of 2025, while the plan called for 158.24 million UAH.
The national postal operator added that in the third quarter of this year, the company handled 12.5 million domestic and international items of written correspondence (compared to 19.6 million in the third quarter of 2025), 9.9 million parcels (10.2 million), and 15.8 million payments (20.8 million).
The report specifies that the average number of full-time employees during the reporting period was 25,500 (27,100 in the third quarter of 2025), and the average salary was 20,900 UAH (18,500 UAH).
According to the document, as of today, “Ukrposhta” has 7,100 customer service locations, including 1,900 mobile post offices.
The company also noted that in the third quarter, it continued to expand its network of parcel lockers and develop its logistics infrastructure and IT systems, as well as expand digital services for customers, particularly the “Ukrposhta.Apteka” service. The on-time delivery rate for mail items was 98%.
The national postal operator noted that in the fourth quarter, it plans to continue investing in digital services by expanding the functionality of the “Ukrposhta 2.0” mobile app, specifically by launching a full-fledged marketplace, a CRM system, and independent customer service channels.
The company also plans to scale its logistics solutions, including the deployment of new parcel lockers in the regions and the optimization of delivery routes.
In the fourth quarter, plans call for strengthening the energy independence of the postal infrastructure in preparation for the coming winter.
As previously reported, Ukrposhta increased its revenue by 4.2% in the first half of this year—to 6.776 billion UAH—and posted a net profit of 92 million UAH, compared to a net loss of 312 million UAH in the first half of last year.
Due to the security situation in the capital, the International Exhibition Center (IEC) in Kyiv has rescheduled three major industry exhibitions—WorldFood Ukraine, Agro2Food, and inSKLAD, originally planned for October 28–30, 2026—to spring 2027. The food industry exhibitions WorldFood Ukraine and Agro2Food will take place on April 21–23, while the warehouse logistics exhibition inSKLAD will be held on May 11–13.
According to a press release from ARS Capital, the decision to postpone the events was made with the safety of participants, visitors, partners, and exhibition complex staff in mind.
“We understand that visitors, participants, and partners have been looking forward to these events and have put a great deal of effort into preparing for them. But under the current circumstances, we are forced to make difficult decisions and prioritize people’s safety above all else. We thank everyone for their understanding, support, and trust. We hope to return to our normal routine as soon as possible,” the holding company stated.
According to the updated calendar from organizer Premier Expo, the WorldFood Ukraine 2027 international food and beverage exhibition will take place on April 21–23. It traditionally brings together Ukrainian and foreign food producers, retail chains, distributors, importers, exporters, and representatives of the restaurant industry.
Agro2Food, an exhibition dedicated to technologies, equipment, and comprehensive solutions for the agricultural processing and food industries, is scheduled for the same dates, April 21–23, 2027. Among the exhibition’s main focus areas are equipment for processing agricultural products, production lines, packaging technologies, plant automation, and modern solutions for food production.
Prior to the postponement, organizers had planned for over 150 companies to participate, representing more than 250 brands of equipment and technologies. The expected number of trade visitors exceeded 6,000.
The inSKLAD International Warehouse Logistics Exhibition has been rescheduled for May 11–13, 2027. The event is aimed at manufacturers and suppliers of warehouse equipment, logistics operators, retail chains, distribution companies, and e-commerce businesses.
The inSKLAD program includes presentations on warehouse automation systems, cargo storage and handling technologies, material-handling equipment, warehouse management software, and other logistics solutions.
The postponement of these three major industry exhibitions will affect the calendar of business events for Ukraine’s food industry, agricultural sector, and logistics business. Participating companies will have to adjust their schedules for product presentations, negotiations with potential partners, and the search for new customers.
At the same time, holding the events in the spring of 2027 will allow organizers to maintain the planned professional platforms for manufacturers, equipment suppliers, trading companies, and investors.
It was previously reported that a shelter capable of accommodating approximately 2,300 people at a time has been set up at the International Exhibition Center. However, amid regular air raid alerts and missile and drone attacks on Kyiv, organizers of large-scale events are forced to take additional security risks into account.
The International Exhibition Center is located on Brovarsky Avenue in Kyiv. The complex’s total area exceeds 73,000 square meters, of which approximately 38,700 square meters are exhibition halls. The complex is used to host international exhibitions, conferences, economic forums, and specialized industry events.
In January–September of this year, PJSC “Ukrrichflot Shipping Company” reduced its net loss by 29.9% compared to the same period last year—to 137.447 million UAH.
According to the company’s interim report, which is available to the Interfax-Ukraine news agency, the loss in the third quarter amounted to 35.368 million UAH.
Revenue for this period decreased by 35.4% to 14.720 million UAH.
Retained earnings as of the end of September totaled 120.979 million UAH.
As previously reported, in the first half of this year, Ukrrichflot reduced its net loss by 24.2% compared to the same period last year—to 102.079 million UAH, while revenue fell 2.7-fold—to 7.553 million UAH.
In January–September 2025, “Ukrrichflot” posted a net loss of 196.007 million UAH, while revenue for this period decreased by a factor of 7.7 to 22.781 million UAH. In 2024, the company’s net loss increased to 29.983 million UAH from 22.251 million UAH in 2023.
PJSC “Ukrrichflot Shipping Company” is a private logistics operator that provides river and maritime freight transportation services.
According to the National Securities and Stock Market Commission’s data for August as of October 23, 2026, Oltinoro Investments Limited owns 5.5% of the shares, and Culata Limited (both based in Cyprus) owns 9.7758%. The “P’yatyi” closed-end, non-diversified venture capital investment fund, on behalf of and at the expense of which LLC “Asset Management Company ‘Svarog Asset Management’” acts, holds 66.1032%; LLC “Promexpertinvest” holds 9.1666%.
The authorized capital of PJSC “Ukrrichflot” is 51,428,586 thousand UAH; the par value of a share is 0.30 UAH.
