The US Department of Agriculture's Foreign Agricultural Service (FAS) forecasts that Ukraine's grain exports will fall steeply in the 2026-27 season, with corn shipments dropping 39% to 14 million tonnes and wheat 26% to 10.8 million, World Grain reported. The agency tied the decline to Russia's summer campaign against the Odesa ports, which handle roughly 90% of the country's grain.
The forecast puts Washington's own numbers behind what Kyiv has warned for weeks. Ukraine's agriculture ministry projects farm exports could fall by almost half this season, and the FAS estimate — from a body with no stake in Ukraine's budget — points the same way. The difference is where the FAS looks: not at the ships that cannot sail, but at the grain that cannot follow them out.
Grain with nowhere to go
The clearest sign of the blockage is in ending stocks — grain left sitting in the country when the season closes. The FAS expects Ukraine's corn stocks to jump more than tenfold, to 13.5 million tonnes from 1.3 million, and wheat stocks to more than double to 8.2 million. That is grain the harvest produced and the ports could not move.
Ukraine has more than 74 million tonnes of storage for grain and oilseeds, the FAS noted, including about 23 million tonnes of certified warehouse space. Even so, the agriculture ministry has said the country may need another 10 to 12 million tonnes of temporary storage to get through the corn harvest if the Black Sea disruptions continue — most acutely in regions near the front line.
Why Odesa decides the harvest
Almost everything moves through Odesa. Three deepwater ports in Odesa Oblast carry more than 90% of Ukraine's farm exports, and Russia spent the summer hitting them and the ships that call there. Missiles struck the Turkish-owned bulk carrier Golden Leo as it left Odesa loaded with grain on 19 July, killing 10. Days earlier, a Russian drone hit a Palau-flagged corn ship twice as it sailed for Greece.
The land routes that remain — rail, road, and the Danube — cannot take up the slack, and traders have pulled back from buying grain they have no way to ship.
Farming is Ukraine's biggest export earner, bringing in more than half of what the country made selling goods abroad last year. Ukraine is also among the world's largest corn suppliers, which is why a cut of this size registers well beyond its own budget. For the farmers holding this year's crop, the FAS forecast describes a harvest they may not be able to sell.
