★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ WheatPolitics & Policy Bombardments Keep Tight Bottleneck on Ukrainian Grain, Russian Bumper Harvest Suppresses Prices Another barrage of Russian missiles slammed the Port of Odesa overnight, further complicating Ukraine's attempts to continue shipping its grain exports through…McAlinden Research PartnersSeptember 25, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ WheatPolitics & Policy Russia Shifts Missile Strikes Toward Ukraine’s River Ports, Cutting Off Back Door for Black Sea Grain Ships Russia resumed their targeting of key Ukrainian shipping infrastructure this morning, slamming the river port of Izmail with missile and drone…McAlinden Research PartnersAugust 2, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ WheatPolitics & Policy Black Sea Grain Shipments Grind to a Halt as Missiles Slam Key Ukrainian Port, Wheat and Corn Prices Gain The expiration of the Black Sea Grain Initiative has been followed by a two-day missile bombardment of Odesa, home to…McAlinden Research PartnersJuly 19, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeⓁ WheatPolitics & Policy Wheat Prices Surge as Dam Devastation and Intense Combat Wilt Hopes for Resilient Ukrainian Harvests In the two weeks since the destruction of the Nova Kakhovka dam in southern Ukraine, the Kakhovka reservoir has been…McAlinden Research PartnersJune 22, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ WheatMarketsPolitics & Policy Dam Destruction and Dry Weather May Devastate Ukrainian Grain Harvest Ukrainian grain supplies are currently facing down hostile weather, military encroachment, and falling water levels across several key canal routes.…McAlinden Research PartnersJune 8, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Fate of Black Sea Grain Initiative Thrown Back Into Uncertainty by Renewed Russian Demands The quadrilateral Black Sea Grain Deal, which has facilitated the passage of critical wheat supplies from Eastern Europe through the…McAlinden Research PartnersApril 27, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesMarketsPolitics & Policy Time is Running out for Black Sea Grain Deal Renewal, Yet Wheat Prices Continue Ticking Lower With just 10 days to go before the Black Sea Grain Initiative is set to expire, posturing by Russia suggests…McAlinden Research PartnersMarch 7, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy New Russian Offensive In Southern Ukraine Could Signal a Coming Resurgence for Slumping Wheat Prices Wheat futures have fallen back to prices last seen prior to Russia's invasion of Ukraine, but a new offensive in…McAlinden Research PartnersJanuary 23, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Russia Likely to Renew Black Sea Shipping Deal with Ukraine, But Potential for Wintertime Escalation Looms After several weeks of negotiations, it appears Russia will agree to an extension of their deal with Ukraine, Turkey, and…McAlinden Research PartnersNovember 15, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Escalating Warfare Wrecks Ukraine’s Grain Harvest and Undermines Russian Exports Crop futures are back on the rise, particularly among key grains like corn and wheat. While drought conditions in several major…McAlinden Research PartnersOctober 3, 2022