Business news from Ukraine

Business news from Ukraine

Poland Needs New Terminals to Increase Ukrainian Grain Transshipment

Poland needs new specialized terminals for transshipping Ukrainian grain, as existing storage capacity for large shipments is virtually exhausted, said Bartosz Penchkovsky, owner and CEO of the Polish logistics company Frontier Logistics.

“Right now, if we look across all of Poland, it effectively has no capacity to store large volumes of cargo—30,000 metric tons or more. All of this capacity is effectively occupied,” he said during the online discussion “Alternative Export Routes: Synergy Between Ukrainian and Polish Logistics Amid the Black Sea Blockade.”

According to him, in 2022–2023, Polish investors expanded the capacity of port and border terminals for transshipping Ukrainian cargo, which, in theory, could have facilitated the export of 6–8 million metric tons of goods per year. However, after the ports of Greater Odesa resumed operations in 2024–2025, a portion of Ukrainian cargo returned to the Black Sea ports, while Polish terminals shifted their focus to other types of cargo. In particular, Poland began receiving approximately 3–3.5 million metric tons of soybean meal from Latin America and other goods.

According to him, another “bottleneck” is access to specialized railcars for transporting grain.
Penchkovsky also noted that some border crossings have spare capacity, while others are overloaded.

He added that Poland’s logistics infrastructure has significant potential to increase the transshipment of Ukrainian agricultural products, provided there are investments in specialized terminals and more efficient use of existing border crossings.

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Ukraine exported 900,000 metric tons of agricultural products during first 18 days of August

From August 1 to 18, Ukraine exported 900,000 metric tons of agricultural products, which accounts for 31% of the volume that could have been exported had there been unimpeded access to logistics, said Minister of Agrarian Policy and Food Taras Vysotsky at a briefing in Kyiv on Thursday.

“The biggest drop was in grains. A total of 522,000 metric tons of grain were exported, which is only 20% of the required volume. Exports of oilseeds during this period totaled 163,000 metric tons, vegetable oil—128,000 metric tons, and meal—86,000 metric tons. In these sectors, export rates are in line with balance sheet figures,” Vysotsky noted.
According to him, alternative logistics routes can, in terms of volume, support the export of oilseeds and their processed products. As for grains, alternative routes can primarily be used to export products from border regions.

He added that due to changes in logistics, transportation costs have increased by approximately $50 per metric ton.
According to Vysotsky, exports of oilseeds and their processed products remain profitable, whereas for grains—with the exception of border regions—they are unprofitable.

Overall, via alternative routes from August 1 to 18, about 45% of agricultural products were exported via the Danube, 45% by rail, and another 7–8% by road.
As previously reported, according to data from the Ministry of Agrarian Policy, Ukraine exported 590,000 metric tons, or 30% of its needs, from August 1 to 12.

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Ukrainian farmers have harvested more than 30.8 mln metric tons of grain from new crop

As of August 18, Ukrainian farmers had threshed 6.6 million hectares, or 56% of the projected area, and harvested over 30.8 million metric tons of grain from the new harvest, with an average yield of 46.8 centners per hectare, according to the press service of the Ministry of Agrarian Policy and Food.
As of the same date in 2025, 6.18 million hectares had been threshed, the statement noted.

Wheat was threshed from 4,855.25 thousand hectares, yielding 23,822.36 thousand metric tons, with an average yield of 49.1 centners per hectare. Barley was threshed from 1,437.17 thousand hectares, yielding 6,239.99 thousand metric tons, with an average yield of 44 centners per hectare. Peas have been harvested from 295,66 thousand hectares, with 779,02 thousand metric tons collected and an average yield of 26.3 centners per hectare. Millet has been harvested from 1.2 thousand hectares, with 2.7 thousand metric tons collected and an average yield of 22.5 centners per hectare.

In terms of harvest volumes of early grain and legume crops, the Odesa, Kirovohrad, and Mykolaiv regions are currently leading.
In Odesa Oblast, 4,819.70 thousand metric tons were harvested from an area of 1,188.8 thousand hectares (wheat—3,223.30 thousand metric tons; barley—1,311.50 thousand metric tons; peas—284.90 thousand metric tons).

In the Kirovohrad region, 2,418.30 thousand metric tons were harvested from an area of 555.7 thousand hectares (wheat—1,923.80 thousand metric tons; barley—412.50 thousand metric tons; peas—82.0 thousand metric tons).
In the Mykolaiv region, 2,326,10 thousand metric tons were harvested from an area of 653.8 thousand hectares (wheat – 1,631,80 thousand metric tons, barley – 587.5 thousand metric tons, peas – 106.80 thousand metric tons).

The highest grain yields are currently being recorded in the Khmelnytskyi (69.9 centners per hectare), Sumy (59.8 centners per hectare), and Vinnytsia (59.5 centners per hectare) regions.
Rapeseed has already been threshed from 1,318.64 thousand hectares, yielding 3.7 million metric tons of seeds with an average yield of 28.5 centners per hectare.

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Grain exports from Ukraine have risen by nearly 10% since start of season

As of August 14, 2026, Ukraine had exported 3.093 million metric tons of grains and legumes since the start of the 2026/27 marketing year (MY, July–June), which is 9.8% more than the 2.818 million metric tons exported by the same date last year.

According to the Ministry of Agrarian Policy and Food, citing data from the State Customs Service, total exports of grains, legumes, and flour reached 3.097 million metric tons, compared to 2.826 million metric tons on the same date a year ago.
By crop type, wheat exports fell by 14.9%—to 1.291 million metric tons from 1.517 million metric tons, respectively; barley exports fell by 26.8%, to 339,000 metric tons from 463,000 metric tons, while corn exports rose by 69.6%—to 1.403 million metric tons from 827,000 metric tons a year earlier.

As was the case last year, no rye was exported.
In addition, wheat flour exports since the start of the 2026/27 marketing year have decreased by 48.3%, totaling 3,000 metric tons compared to 5,800 metric tons as of the same date last marketing year.

In total, as of August 14, Ukraine had exported 348,000 metric tons of grains and legumes, including 219,000 metric tons of wheat, 40,000 metric tons of barley, and 89,000 metric tons of corn.

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Agricultural exports from Ukraine fell by 57% in August

From August 1–13, Ukraine exported 790,700 metric tons of agricultural products, compared to 1.849 million metric tons during the same period in July—a decrease of 57.2%, according to the brokerage firm Spike Brokers.

According to the firm, the value of exports fell by 37.3% to $478.8 million, compared to $763.8 million during the corresponding period in July.

“The main factor limiting August’s pace is concentrated in the grain segment. At the same time, the geography of logistics is changing: the flow through seaports is significantly lower than in July, while road crossings and western rail corridors are operating at a higher intensity,” the report notes.

From August 1–13, 130,100 metric tons of agricultural products were exported via road border crossings, compared to 119,500 metric tons during the corresponding 13 days in July—an increase of 8.9%. Exports via Hungary saw the largest increase—32.9%—followed by Slovakia (28%), Romania (14.1%), and Poland (3.7%). The flow through Moldova was close to July’s level, declining by approximately 1.9%.

At the same time, as of August 12, 435,800 metric tons of grain cargo had been transported by rail, which is 46.9% less than during the corresponding period in July and 52.1% less than in August 2025. The average daily load for the first 11 days of August was 31.3 thousand metric tons—38% lower than in July and 49% less than a year ago.

The export component of grain rail shipments fell by 72% compared to July, to 201.7 thousand metric tons. Of this volume, 63% passed through border crossings, and 29% went through the ports of Odesa. During the reporting period, only 75,200 metric tons of grain were transported through the ports of Odesa, compared to 656,400 metric tons during the corresponding period in July (-88.5%).

At the same time, the average daily throughput of grain railcars through western border crossings during the first 11 days of August rose to 139.6 railcars, compared to 71.3 railcars in July—an increase of 96%.
According to Spike Brokers, the main growth came from the Romanian and Polish routes—up to 44.7 and 44.4 railcars per day, respectively. Transit to Slovakia increased to 26.9 railcars per day, while transit to Hungary decreased to 23.6 railcars.

As of August 12, there were 8,718 thousand railcars at border crossings, compared to 7,858 thousand previously. In particular, the number of grain cars rose from 369 to 693, or by 87.8%.
Railway exports of vegetable oil totaled 41.5 thousand metric tons, which is 0.9% more than the corresponding July figure, with 89% of the volume passing through land border crossings.

Spike Brokers notes that the sea-rail corridor remains the weakest link in the current logistics chain. As of August 13, the average daily unloading rate bound for the ports of Greater Odesa had dropped to 146 railcars, while 262 grain cars were en route to the ports. There were 1.32 thousand grain cars heading toward the Danube ports.

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Grain exports from Ukraine fell to 30% of demand in August

The suspension of the maritime corridor since late July has led to a drop in grain exports from Ukraine: from August 1 to 12, exports totaled 590,000 metric tons, or 30% of demand, Agriculture Minister Taras Vysotsky said at a briefing in Kyiv on Friday.

“From August 1 to 12, we exported 590,000 metric tons. That’s about 30% of the required volume. We expect to be able to reach 50% going forward… taking into account all the relevant impacts on international trade balances,” the minister said.
He clarified that of these 590,000 metric tons, about 40% were exported by rail, about 40% via the Danube region, about 10% by road, and the remaining 10% consisted of several ships that were still able to leave Ukrainian ports in early August.

“If we subtract those, we can say that as of today, 45% is exported by rail, 45% via the Danube region, and about 10% by road,” the minister stated.
At the same time, he emphasized that there is potential to partially increase exports, but even so, without the resumption of operations at the Black Sea ports, exports will amount to no more than 50% of demand.

According to Vysotsky, due to the drought, the Danube route is currently unable to operate at full capacity; reaching its full potential—about 1.5 million metric tons per month—will be possible closer to the end of the year.
The minister also reported that Ukraine currently has sufficient permanent storage facilities for grain, but in November, after the corn harvest, there may be a storage capacity shortfall of 8 to 11 million metric tons, which they hope to cover using temporary storage facilities and silo bags.

According to Vysotsky, a request for $10 million in funding for the temporary storage of 2–2.5 million metric tons has already been sent to international partners. In addition, a similar request to the World Bank for $25 million—covering more than 6 million metric tons of grain—is being finalized.
He noted that it is currently difficult to predict how quickly maritime exports can be resumed.

“We see that every day there are various rumors… gossip about different proposals (regarding a maritime ceasefire)… As always, we must rely first and foremost on ourselves. By ‘ourselves,’ I mean the military… As of today, the only way to enable exports is through military security… This is a very important area; the military is working on it, but so far, they cannot report any progress on their end. Therefore, as of today, exports from the ports of Greater Odesa are suspended. We are focusing on alternative logistics channels,” stated the head of the Ministry of Agrarian Policy.

Regarding the U.S. Department of Agriculture’s downward revision this week of its forecast for grain exports from Ukraine this marketing year by 2.21 million metric tons—to 37.77 million metric tons—Vysotsky noted that, overall, the figures remain within the range of the typical annual balance.

“We do not rule out that this could be the case. We are still only a month and a half into the marketing year. We understand that, provided there is some recovery during a certain period, we can make up the shortfall. Therefore, from our point of view, this balance is currently based on the annual cycle—no more, no less—rather than on an assessment of the current situation,” the minister said.

He noted that this year’s total harvest of grains and oilseeds is expected to exceed 80 million metric tons, of which domestic consumption and adequate carryover stocks will account for up to 20 million metric tons.
“The baseline volume of exports of grains, oilseeds, and processed products could reach up to 60 million metric tons. However, given how logistics are currently developing, we understand that there is a possibility this trend will continue throughout the year, and exports will amount to no more than 30 million metric tons,” Vysotsky said, outlining the worst-case scenario.

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