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Grain carriers under fire as Black Sea conflict continues to escalate

  • Ukraine strikes five grain bulkers near Novorossiysk and Tuapse in a major escalation against Russian export infrastructure
  • Owners’ appetite for Black Sea trades weakens as war risk premiums soar and security concerns intensify
  • Analysts warn prolonged disruption could cut Black Sea grain exports by up to 3m tonnes a month, with wider implications for food prices

Attacks on at least five bulk carriers linked to Russia’s grain trade signal a new phase in the Black Sea conflict, threatening exports, driving up shipping costs and further eroding owner confidence in the region

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