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01.09.26 - 12:54
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What Russia-Ukraine Black Sea Attacks Mean for Food Prices (Bloomberg)
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Almost two months of nonstop attacks by Russia and Ukraine on each other's commercial ships and ports in the Black Sea and Sea of Azov have cut into grain exports from both countries. That's sent wheat futures to the highest level in three years and threatened global food supplies....
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29.08.26 - 20:54
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Russia Hits Kiev Ammo Dump Next To Homes; Ukraine Admits 90% Of Retail Food Logistics Wrecked (ZeroHedge)
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Russia Hits Kiev Ammo Dump Next To Homes; Ukraine Admits 90% Of Retail Food Logistics Wrecked
A Russian drone struck a Ukrainian Defense Forces ammunition storage site in the village of Myla Friday evening, just west of Kiev. The resulting fire and hours of secondary detonations killed at least 37 people, injured dozens more, damaged around 50 residential buildings and a care home for the elderly and disabled, and forced the evacuation of hundreds. Among the dead was the local community head who had gone to help.
Here are some close-up shots from yesterday's explosion at an ammunition depot in the village of Myla, in the Kyiv region. The local population is understandably unhappy. pic.twitter.com/TWJudPFh6j
— Z.O.V Military (@WarHunter2222) August 29, 2026
Smoke rising after a Russian air attack on Kyiv on August 29, 2026.
Serhii Okunev/AFP/Getty Images
In response, Ukrainian President Volodymyr Zelensky said the placement of a weapons depot next to civilians was "terrible negligence....
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20.08.26 - 22:54
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Food Supply Alert: Ukraine Grain Exports Collapse As Black Sea Attacks Choke Global Shipments (ZeroHedge)
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Food Supply Alert: Ukraine Grain Exports Collapse As Black Sea Attacks Choke Global Shipments
Upward momentum in agricultural prices, as tracked by the Bloomberg Agriculture Spot Index, should be ringing inflationary alarm bells. The breakout comes just one week after JPMorgan analyst Nora Szentivanyi warned that the next global food crisis could materialize as early as next year.
Multiple shocks are converging all at once across the global food complex, including continued disruptions in the Strait of Hormuz, rising El Niño risks, and adverse weather across the US agricultural belt.
This note focuses on another emerging chokepoint: Europe's breadbasket, where intensifying attacks in the Russia-Ukraine war have shuttered critical Black Sea grain export terminals.
Reuters reports that global wheat importers are preparing for tighter supplies and higher prices as tit-for-tat attacks on Black Sea ports and bulk carriers continue to disrupt shipments during the region's peak export season.
Tho...
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07.03.26 - 01:48
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Wall Street Week | Lloyd Blankfein, Ukraine′s Tech, Big Tobacco′s Future, Building Data Centers (Bloomberg)
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This week, from Iran to inflation, former Goldman Sachs CEO Lloyd Blankfein explains why risk management matters most when markets appear stable and confident. And, From digital IDs to AI agents, Ukraine is rebuilding government services even as war reshapes the country. Plus, as smokeless products such as Zyn and IQOS surge in popularity, are we witnessing harm reduction or a smarter tobacco strategy? Later, who will build the data centers powering artificial intelligence and are there enough workers? (Source: Bloomberg)...
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