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[INTERNATIONAL] · Ukraine, Russia, Moldova, Romania · 11 sources

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Black Sea conflict disrupts global grain supplies and food security

Escalating conflict in the Black Sea is disrupting global grain supplies as both Russia and Ukraine target maritime infrastructure. A recent Ukrainian drone strike damaged two major Russian grain terminals in Novorossiysk, which possess a combined annual export capacity of 15.6 million tonnes. Meanwhile, Russian forces have struck at least 50 Ukrainian cargo ships since June, impacting the movement of goods from the Odesa, Chornomorsk, and Pivdennyi ports, which handle 90 percent of Ukraine’s agricultural exports.

Ukraine’s grain exports have faced significant hurdles, with only 590,000 tonnes exported between August 1 and August 12, representing roughly 30 percent of the required volume. To mitigate this, Ukraine is utilizing alternative land and river routes, though these face capacity constraints and higher costs. The blockade is estimated to potentially cost Ukraine between 1 and 1.5 percent of its GDP by year-end.

Global food security concerns are further heightened by extreme weather in Europe. The USDA projects EU wheat production to fall by 7.5 percent to 134.2 million tonnes, while maize production is expected to drop to 50.2 million tonnes. These supply disruptions, combined with Black Sea tensions, are exerting upward pressure on international food prices.

Entities

Black Sea · Russia · Taras Visotski · Ukraine · United States Department of Agriculture

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