Ukraine. September records in agricultural exports and logistics

• Grain transportation by railway is growing thanks to the delivery of grain to the Big Odessa ports terminals
• The market is pessimistic about the prolonging the grain deal, which expires in mid-November
• Exports by trucks are at peak amid the operating grain corridor
• September’s total agricultural exports totaled 6.9 M mt, up 50.5% from August
• No corn shortage is expected in MY 2022/23 due to high carryovers from last season

Rail logistics trends in September 2022

The main trend is a sharp increase in grain transportation to the Big Odesa ports compared to exports through Ukraine’s western borders.

Grain loading rates in railway cars 

Rail loadings of cereals grow steadily due to increasing grain deliveries by rail to the “Big Odesa” port terminals. 2.74 M mt of grains were loaded into railcars in September 2022, on average 94 K mt per day (56 K mt in August). Loadings totaled 3.7 M mt y/y.