CNBC
21 Aug 2026, 05:00 UTC · 2h ago
'Perfect storm' brews for global food supply this winter as grain prices soar
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
CNBC
21 Aug 2026, 05:00 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Mutual attacks on port infrastructure in Russia and Ukraine are blocking grain shipments and driving up wheat prices. — Disruption of 25% of global grain exports creates severe inflationary pressure on food prices and increases global food insecurity.
-0.80Fertilizer price increases have become structural due to Middle East conflicts and tight chemical supplies. — Permanently higher input costs for farmers reduce agricultural profit margins and threaten long-term crop productivity.
-0.60Shipping firms are avoiding Black Sea ports because military strikes have made securing insurance too challenging. — The breakdown of insurance availability effectively halts trade regardless of whether ports are physically operational.
-0.50Continue reading
6 related stories
Search tags
Tight cash flow and financing difficulties may lead farmers in Russia, Ukraine, and beyond to reduce winter planting. — Reduced planting leads to lower future supply, further exacerbating the upward trajectory of agricultural commodity prices.
-0.40A combination of severe weather in Europe/US and a pending El Niño event is expected to increase crop volatility and potentially force cattle herd liquidation. — Climate-driven supply shocks add additional volatility to the agricultural complex and could spike meat prices.
-0.30Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
Reuters
5h ago
