09/01/2026
π¨ Markets Alert β Wheat markets have found new life this summer, and a convergence of factors is creating real opportunity for U.S. producers.
Drought, declining acreage, and escalating Black Sea conflict have combined to tighten the global wheat supply picture heading into fall. Ukrainian grain exports have dropped 76% year over year in August β a dramatic decline from one of the world's most significant wheat exporting regions. πβ οΈ
While USDA raised Ukraine's wheat production forecast to 25.4 million tons, export projections were cut simultaneously, with ending stocks nearly doubling to 4.8 million tons β grain that isn't moving. For buyers who depend on Black Sea supply, reliable alternatives like U.S. and Montana wheat become significantly more attractive. πΎπ
Read the full market breakdown π
https://www.farmprogress.com/tv-and-radio/wheat-markets-rally-as-black-sea-conflict-disrupts-grain-flow