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Nov 8 • 7 tweets • 5 min read
11 days left in the grain deal, 432 ships outbound carrying 10,110,425MT, 329 (+9) delivered carrying 6,798,625MT. 08Nov

Finally! A ship! I see a ship!!

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative Image
Another day, another ship full of sunflower oil headed to China. ImageImageImage
Nine ships delivered at various ports today. ImageImage
The Champion Pula is transiting out of the humanitarian corridor!! #myprecious Image
Eight inbound ships were inspected today. I expect to see these eight ships enter the humanitarian corridor to Odesa in the morning. In the last two days 20 ships have moved into Odesa area ports to be loaded. Image
Two outbound ships were also inspected, and one more outbound inspection was started but were delayed by fumigation issues. The JCC reports “80 vessels waiting to move into Ukrainian ports plus 13 loaded vessels waiting for inspection in Turkish territorial waters.”
How’s the extension going? Turkey has high hopes and I don’t expect to bet against them anytime soon. dailysabah.com/business/econo…

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More from @exit266

exit266 Profile picture
Nov 8
This is a inaccurate take and I’m going to tell you why. This has far more to do with the suspension than an extension but both will have consequences in the coming days.🧵⬇️
#oatt #wheat #corn #barley #sunflowers #graindeal #blackseagraininitiative
1. That little dip in ships leaving Odesa area ports which lasted for three days was entirely because when RU suspended it’s involvement in the BSGI it meant no inbound ships could be inspected. Once all the previously inspected ships had sailed they needed to wait Russia.
2. There are currently 9 ships inbound to Odesa, 6 ships at anchor waiting to enter port, and 16 ships moored and being loaded, that’s the highest volume we have seen during the Black Sea Grain Initiative.
Read 6 tweets
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 6
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.
Read 9 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

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