Category: Freight

Event Expansion: North Container Summit 2026 will take place in Vilnius on May 28–29, expecting over 250 participants, up from 240 attendees at the 2025 Riga debut. Strategic Focus: The summit targets container logistics, intermodal transport, and supply chain development across the Nordic-Baltic region and wider Eurasian corridors. Industry Insight: Global experts, including Lars Jensen,…

Bullish: Kazakhstan’s flaxseed exports to the EU surged to a record 119.8k tons in October 2025 as higher EU tariffs on Russian flax redirected demand. Bearish: Global flaxseed production is projected to rise to 3.9 million tons, creating an export surplus that weighs on prices across all origins. Bullish: Kazakhstan’s 2025/26 flaxseed exports are forecast…

Bullish: Short-term domestic price support is possible for EU buyers as Kazakh grain faces temporary export constraints via a key Russian corridor. Bearish: Kazakh grain exporters face logistical bottlenecks and higher costs as rail freight to St. Petersburg’s Novy Port is suspended from December 7–16. Russian Railways Ban on Kazakh Grain Shipments Russian Railways has…

Bullish (Long-Term): New high-efficiency grain terminal in Karachi should reduce discharge delays and demurrage, improving competitiveness of Black Sea grain into Pakistan. Neutral to Slightly Bullish (Freight): Possible end to Russia’s fuel export ban could ease bunker and inland logistics costs if additional diesel reaches export markets. Black Sea Grain Logistics: Pakistan Terminal Development AD…

Rostov’s Q1 2024 grain exports reached 6.4 MMT, a 2.5x increase versus Q1 2023. Wheat, barley, and corn dominated the export mix, with key demand from Egypt, Turkey, Bangladesh, and Pakistan. Bearish for global grain prices as Russia maintains strong export flow and competitive offers. Supportive for the Black Sea freight market, with firm vessel…

Ukrainian wheat flour exports fell 11% year-on-year to 26,000 tons in the first five months of the 2025/26 marketing year. Key buyers such as Moldova, the Czech Republic, and Palestine have sharply reduced flour imports from Ukraine. Domestic flour production is down 8%, while full-season wheat processing is forecast 2% lower, freeing more wheat for…

USPA is reportedly imposing new, “unreasonable” demands on fumigation companies seeking mandatory port access contract renewals. With contracts expiring within weeks, there is a heightened risk of disruption to grain export logistics if fumigation services are interrupted. FAU has appealed to multiple Ukrainian ministries, warning that a decade-long routine renewal process has been unexpectedly disrupted.…

Improved Port Throughput: Daily grain railcar unloading at Greater Odesa ports increased to 1,338 cars, helping clear existing congestion. Queue Reduction: The railcar queue to Greater Odesa ports fell by 697 units week-on-week to 9,386 cars, indicating better alignment between arrivals and port offtake. Shift from Danube to Deep-Sea Ports: Rail flows to Danube ports…

Recovery in exports: Combined palm oil exports from Indonesia, Malaysia, and Thailand rose 1.4 MMT year-on-year to 36.4 MMT in Jan–Oct 2025, rebounding from an eight-year low. Shift in supply dynamics: Indonesia’s exports increased by 2.4 MMT YTD to 22.47 MMT, offsetting a 1.34 MMT YTD decline in Malaysian shipments to 12.73 MMT. Demand rebalancing:…

Bearish for freight: Ukraine’s 2025/26 grain exports are lagging last year by 6.24 MMT at 12.613 MMT, curbing demand for bulk carriers in the Black Sea. Corn underperforms: Corn shipments are down nearly 50% year-over-year at 3.878 MMT, the largest deficit among major crops. Weaker early-December flow: Shipments in the first days of December totaled…