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Nov 6 • 9 tweets • 6 min read
13 days left in the grain deal, 431 ships outbound carrying 10,067,175MT, 311 (+5) delivered carrying 6,490,305MT. 06Nov

MINES ARE A PROBLEM!

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #BlackSeaGrainInitiative
Seven ships travelled from the Bosphorus North Anchorage to Odesa area ports on 05Nov and all were inspected by joint teams. These ships are all at the Odesa anchorage currently.
A further two outbound ships were inspected by joint teams on 04Nov and two on 06Nov meaning those ships are able to proceed to their destination.
No ships transited out of the humanitarian corridor on 06Nov. #myprecious
A further 15 ships were inspected by joint teams on 05Nov and 06 Nov and 13 of those ships are in the humanitarian corridor headed for Odesa area ports. Six more ships have their inbound inspection complete and are waiting to transit the corridor.
Why are they waiting? Weather in the Black Sea area is not optimal to say the least and in non-war times it would be a concern but it’s even more pertinent now.
The last big storm broke a mine free and it appears this one has as well as there are reports of an anchored mine washing up on an Odesa beach.
t.me/Bratchuk_Serge…
With only 13 days left in the Initiative timelines are getting tight. The JCC reports “currently 88 vessels waiting to move into Ukrainian ports plus 18 loaded vessels waiting for inspection in Turkish territorial waters.”

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More from @exit266

exit266 Profile picture
Nov 7
12 days left in the grain deal, 431 ships outbound carrying 10,067,175MT, 320 (+9) delivered carrying 6,642,285MT. 07Nov
No ships leave Odesa for the third day.

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative Image
Spain continues to lead the way in exports from Ukraine. ImageImageImage
Only 25% of the ships who have left Odesa are still at sea, representing 33% of the MT of grains. ImageImage
Read 7 tweets
exit266 Profile picture
Nov 5
14 days left in the grain deal, 431 ships outbound, 306 delivered, 10,067,175MT shipped and 6,333,255MT delivered. 05Nov

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
China still with a hold on the Sunflower Meal at 65%, a reminder that often it's used as a high protein supplement for animals.
Six ships travelled from the Bosphorus North Anchorage to Odesa area ports through the humanitarian corridor. Brave, Rising Falcon, Plutus, Sally M, Tzarevich, Propus are confirmed.
Read 4 tweets
exit266 Profile picture
Nov 5
15 days left in the grain deal, 431 ships outbound, 299 delivered, 10,067,175MT shipped and 6,228,555MT delivered. 04Nov

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative Image
Nine more ships delivered. ImageImageImage
Only one ship travelled out of the humanitarian corridor today, the Mavka. And, almost ⅔’s of the grain shipped is now delivered. ImageImage
Read 5 tweets
exit266 Profile picture
Nov 4
Remember the Ocean Legend? She had started for Odesa area ports on 31Oct and promptly turned around half-way there. I had speculated to my team that her insurance had been dropped.
That was a big day for all of us who cover the Black Sea Grain Initiative and no one was able to tell us why at the time. It was confirmed this morning.
During her voyage into Odesa her insurance was revoked (due to the Russian suspension) so she sailed out with the flotilla and eventually to Constanta, Romania. She then informed the JCC she was pulling out of the Initiative altogether.
Read 5 tweets
exit266 Profile picture
Nov 3
16 days left in the grain deal, 430 ships outbound, 290 delivered (16 in the last 48hrs), 10,014,176MT shipped and 6,120,114MT delivered.

Over 10Million MT has left Odesa area ports because of the Black Sea Grain Initiative.
🧵⬇️
New Country - Welcome Oman to the crew! 43 countries!
#oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
Seven ships traveled out of Odesa area ports today through the humanitarian corridor carrying over a quarter million MT of grain headed to China (3), Spain, Holland, Italy and Oman.
Read 6 tweets
exit266 Profile picture
Nov 2
We’re back on!

Russian Defence Minister Shoigu called Erdogan this morning to say Russia would “continue in the same way as before”.
hurriyetdailynews.com/turkish-vessel…
Mr. Abdulla, the United Nations Coordinator for the Black Sea Grain Initiative then confirmed the announcement.
And the markets seem to be agreeing to what we’ve said all along, Russia is not operating from a position of power here, they need to continue the Grain Initiative to keep their friends happy.
Read 7 tweets

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