Another day, another load of 66,000MT of corn headed to China.
And a new chart!
Three ships transited out of the humanitarian corridor on 20Nov and four ships transited in.
I wouldn’t say we’re seeing consistent numbers this week but it’s nice to see some real movement out of ports. #myprecious
Two inbound ships were inspected on 20Nov, three outbound ships were inspected, and no others were completed due to weather and fumigation. The JCC reports 75 ships are waiting to move into Ukr ports, and 30 loaded ships are waiting for outbound inspection in Turkish waters.
And, as it’s a Sunday tradition, the Continental charts.
The Run Down
If you heard me in spaces yesterday I talked about the number of inspection teams. Since Russia returned to the BSGI they have generally been working with only three inspection teams per day and this is greatly hampering the number of ships inspected each day.
We are again seeing the numbers of ships waiting for inspection growing and today the JCC specifically noted than some of the inbound ships have been waiting for over a month. This is Russia controlling the shipping while still saying they are working with the partners.
Erdogan is continuing discussions with all parties to the BSGI in hopes of moving an extension forward.
Erdogan isn’t the only hopeful one, the UN also seems to think they may still be able to complete a deal on the Russian ammonia exports. reuters.com/world/europe/u…
• • •
Missing some Tweet in this thread? You can try to
force a refresh
Ships sailing through conflict zones are required to carry War Risk Insurance. For a while when the Ukrainian Corridor started it was so expensive that Ukraine had to create and fund their own insurance in order to make it affordable for ships to operate…
*Side note, ships that are stateless or flagless nullify their insurance. Most Russian Shadow Fleet tankers either don't have insurance (of any type) or it's void.*
On 28Nov2025 @ServiceSsu and @UA_NAVY used upgraded Sea Baby USV’s to strike two Russian Shadow Fleet vessels in the Black Sea, KAIROS (IMO 9236004) and VIRAT (IMO 9832559).
As Michelle notes, Shadow Fleet vessels are a problem looking for a place to happen as almost all are old, poorly maintained, unregistered, and sailing without insurance. These two ships are consistent transporters of Russian crude and were sailing empty.
Both attacks occurred in international waters but within the Turkish Exclusive Economic Zone. (This is a legal term and denotes that the attacks were not in Turkish waters.)
Again last night (and tonight) Russia attacked Odesa with shaheds and missiles. Thankfully no one died.
An update on Ukrainian grain prices and market factors. Prices are slowly rising as internal demand competes with export demand. latifundist.com/novosti/68707-…
Ukrainian and EU agriculture ministries met this week to investigate ways to increase Ukraine’s exports to the EU. As part of this project, Ukraine has committed to achieving compliance with EU production standards by 2028. ukrinform.ua/rubric-economy…
These are the kinds of rolling outages that we have seen in past winters, but typically they haven’t started until much later in the season. Russia’s strikes are effective but Ukrainians have three winters of practice and preparation for these outages.
One ship was assessed as delivered today, we have 19 ships left to deliver. A quick count shows that at least 14 ships sailed into Odesa Area ports in the past 24 hours.
The Rundown
Ukraine has announced a War Risk compensation mechanism for businesses today. In the shipping industry, Ukraine’s War Risk Insurance did not replace private insurance offerings but instead made pricing more competitive which encouraged trade more broadly. Similarly this insurance is expected to allow businesses to move forward with new funding and investment. kmu.gov.ua/en/news/uriad-…
That’s right, we finally hit a day with zero deliveries. More of these will happen as we only have 20 ships left to deliver…you may even see us take a day or two off here and there. Regardless, traffic continues consistently in and out of Odesa.
The Rundown
Last night’s large Russian missile and shahed attack hit the southern Odesa port of Izmail, destroying both port and energy infrastructure. blackseanews.net/read/236613