Thursday, 24 September 2026
Thursday, 24 September 2026
- In brief
- 1Wheat buyers who waited for a Black Sea deal now pay about a quarter more
- 2Ukraine's river route gets a faster gate
- 3A development bank cuts its forecast again
- 4Sudan's pound loses nearly half its value
- 5Olive trees torn out before the West Bank harvest
- 6Southern Africa has weeks before planting
- 7Europe's potato harvest comes up short
- 8US dairy fees stop paying for climate goals
- 9Hurricane Lowell hits Hawaii's farms
- 10US food-aid cuts reach families
- 11California grape growers cannot sell their crop
- 12Himalayan flood warnings lose their money
- HopeMore good news from the day
24 Sept · Food · In brief
Food · Thursday, 24 September 2026
Food, in brief
12 stories · 15 sources
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What is moving · 1 of 4
Grain ships held up
Attacks on ships have kept most Black Sea grain in port since July.
What is moving · 2 of 4
Food getting dearer
Wheat bought in Asia now costs about a quarter more than before the crisis.
What is moving · 3 of 4
Weather against the harvest
Forecasters give a more than 90% chance that this El Nino, a warming of the tropical Pacific, will be the strongest on record.
What is moving · 4 of 4
Less money for help
US cuts to food stamps are reaching families, like a North Carolina teacher who lost hers this summer.
Part of the day's signal
One pressure seen across the day runs through Food too.
9 sources
Food, in brief
- 1Wheat buyers brace for higher costs as Russia-Ukraine war drags on
- 3Officials change Danube entry procedures to tackle Ukrainian shipping queue
- 4EBRD cuts growth outlook again as Iraq and Ukraine hit by war
- 7Five foods that could cost even more this winter - and why
- 8Currency collapse heaps more pain on civilians in divided Sudan
- 10The worst El Nino in recorded history is brewing - here's how governments must prepare
- 12USDA Offers Disaster Assistance to Agricultural Producers in Hawaii Impacted by Hurricane Lowell
- 13Trump's Signature Tax Bill Is Starting to Bite Before the Election
- 15Climate disasters are growing. So are cuts to programs that prepare for them
Wheat buyers who waited for a Black Sea deal now pay about a quarter more
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Since July, attacks on ships and ports have brought grain cargoes out of the Black Sea almost to a standstill.
That is about 25% more than Black Sea wheat cost before the crisis.
Who is involved
Egypt's government
the world's biggest wheat buyer; its supply minister, Sherif Farouk, says it is turning to France and other European sellers
Who is involved
Indonesia's flour millers
buyers for the world's second-biggest wheat importer; paying 20% to 25% more for Australian and Argentine wheat
Why it matters
Watch for any grain-shipping agreement between Russia and Ukraine before the Southern Hemisphere harvest at the end of the year; one trader said a deal could cut prices by $50 to $60 a tonne.
What's really going on
Russia and Ukraine hold more wheat than at any time in 33 years, but attacks on ships since July keep most of it in port.
What's really going on
So flour mills in Indonesia, Vietnam and Egypt are paying about a quarter more for wheat from Australia, Argentina and France, and the cost reaches the poorest wheat-importing countries first.
Who gains
Wheat exporters in Australia and Argentina
Indonesian millers are paying them 20% to 25% more than they paid for Black Sea wheat.
Who gains
France and other European wheat sellers
Egypt, the world's biggest buyer, says it is turning to them instead of Russia and Ukraine.
Who pays
Flour mills in South-east Asia and their customers
Wheat for October costs about 25% more, and one mill said it cannot pass all of that on to its flour buyers.
Nobody knows yet
Whether Russia and Ukraine will agree anything that lets grain ships sail again, and when.
Importers have been waiting for exactly that since July, and one Egyptian trader says a deal could cut prices by $50 to $60 a tonne.
Nobody knows yet
How much grain Russia is really sending abroad.
Kpler puts Russia's September wheat exports at about 1 million tonnes.
Nobody knows yet
How long Egypt and other importers can keep waiting.
Some importers say their stocks last until November or the end of the year.
The short version
That's the story in short.
The whole story has 12 more parts.
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The whole story, in 12 parts ↓
Part 1 of 12 · Who else is involved
Golden Wheat
a flour milling company in Ho Chi Minh City, Vietnam; lost four Black Sea cargoes this summer
Part 1 of 12 · Who else is involved
Kpler
a company that tracks commodity shipments; its figures show Black Sea wheat exports falling to a fraction of last year
Part 2 of 12
Russia is on track to export about 1 million tonnes of wheat in September, against 5 million a year ago, on estimates by Kpler, a company that tracks commodity shipments.
Part 3 of 12
Ukraine will ship about 1 million tonnes of wheat this month, half of what it shipped last September.
Part 4 of 12
Wheat futures in Chicago, the world's benchmark price for wheat bought for later delivery, have risen about 40% from their June lows to a three-and-a-half-year high.
Part 5 of 12
Many importers held off buying for months, hoping Russia and Ukraine would agree to let grain ships through.
Part 5 of 12
Their stocks are now running thin, especially in Asia.
Part 6 of 12
Indonesia, the world's second-biggest wheat importer, got about 60,000 tonnes from the Black Sea this month, against half a million tonnes last September.
Part 7 of 12
Indonesian millers now pay 20% to 25% more for Australian wheat than they paid for their Black Sea cargoes.
Part 7 of 12
Some are buying small container loads instead of whole ships.
Part 8 of 12
In Vietnam, the milling company Golden Wheat lost four Black Sea cargoes, about a fifth of what it uses in a year.
Part 8 of 12
It found wheat from Bulgaria to replace two of them.
Part 9 of 12
Egypt, the world's biggest wheat buyer, imported 143,870 tonnes in the first half of September, against 876,139 tonnes a year earlier.
Part 9 of 12
Its supply minister says it is turning to France and other European sellers.
Part 10 of 12
Many Egyptian mills are running at 30% of capacity, an Alexandria trader said, because a shipping deal could cut prices by up to a fifth.
Part 11 of 12
The grain exists.
Part 11 of 12
The US agriculture department projects Russia's and Ukraine's combined wheat stocks at a 33-year high.
Part 12 of 12
Wheat is only about a tenth of what a British loaf costs to make, and energy and other bakery costs also push the bread price up.
5 sources
Wheat buyers who waited for a Black Sea deal now pay about a quarter more
- 1Wheat buyers brace for higher costs as Russia-Ukraine war drags on
- 2Black Sea Shipping Turmoil Hits Wheat Market, Amplifies Inflation Risks
- 5Russia adapts fertilizer, coal terminals in Baltic, Arctic ports to export
- 6What's really behind the global grain rally?
- 7Five foods that could cost even more this winter - and why
The full story
Wheat buyers who waited for a Black Sea deal now pay about a quarter more
Since July, attacks on ships and ports have brought grain cargoes out of the Black Sea almost to a standstill.
Russia is on track to export about 1 million tonnes of wheat in September, against 5 million a year ago, on estimates by Kpler, a company that tracks commodity shipments.
Ukraine will ship about 1 million tonnes of wheat this month, half of what it shipped last September.
Wheat futures in Chicago, the world's benchmark price for wheat bought for later delivery, have risen about 40% from their June lows to a three-and-a-half-year high.
Many importers held off buying for months, hoping Russia and Ukraine would agree to let grain ships through.
Indonesia, the world's second-biggest wheat importer, got about 60,000 tonnes from the Black Sea this month, against half a million tonnes last September.
Indonesian millers now pay 20% to 25% more for Australian wheat than they paid for their Black Sea cargoes.
In Vietnam, the milling company Golden Wheat lost four Black Sea cargoes, about a fifth of what it uses in a year.
Egypt, the world's biggest wheat buyer, imported 143,870 tonnes in the first half of September, against 876,139 tonnes a year earlier.
Many Egyptian mills are running at 30% of capacity, an Alexandria trader said, because a shipping deal could cut prices by up to a fifth.
The grain exists. The US agriculture department projects Russia's and Ukraine's combined wheat stocks at a 33-year high.
Wheat is only about a tenth of what a British loaf costs to make, and energy and other bakery costs also push the bread price up.
Why it matters. Watch for any grain-shipping agreement between Russia and Ukraine before the Southern Hemisphere harvest at the end of the year; one trader said a deal could cut prices by $50 to $60 a tonne.
Ukraine's river route gets a faster gate
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Ukraine now sends most of its grain through three ports on the Danube river, because Russian attacks have in effect shut its Black Sea ports.
Those sea ports used to handle 90% of its exports.
Ships waiting to enter the Sulina Canal, the Danube's way in from the sea, have queued for more than two weeks.
Shippers said on Wednesday that officials will start clearing ships while they are still at sea, not inside the canal.
Shipping grain from the Danube to Egypt cost about $105 a tonne on 11 September, against $30 in July.
Why it matters
Delivery from Ukraine to Egypt, a big buyer, has stretched from 12 days to more than a month, shippers say.
Why it matters
Ukraine has exported about 930,000 tonnes of grain so far this September, against 1.78 million tonnes in the same days last year.
1 source
Ukraine's river route gets a faster gate
The full story
Ukraine's river route gets a faster gate
Ukraine now sends most of its grain through three ports on the Danube river, because Russian attacks have in effect shut its Black Sea ports.
Why it matters. Delivery from Ukraine to Egypt, a big buyer, has stretched from 12 days to more than a month, shippers say.
A development bank cuts its forecast again
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The EBRD, a development bank that covers 41 mostly emerging economies, now expects them to grow 2.5% this year.
Its chief economist, Beata Javorcik, named diesel, wheat and the cost of borrowing as the pressure points.
She said world wheat prices are up about 30% since February, as attacks cut Ukraine's exports to their lowest since April 2022.
Why it matters
The bank says Ukraine could lose $5.5 billion of wheat, seed-oil and metal exports this year, about 2.5% of its economy.
Why it matters
Farmers who cannot sell may not afford fertiliser for the next planting, and countries such as Egypt that pay part of the bread price face a bigger bill.
How it works
Why wheat can jump 40% and a loaf of bread barely moves
How it works
Wheat is about a tenth of what a loaf costs to make, so a food sold closer to how it was grown passes on more of a crop's price rise.
How it works · step 1 of 6
Wheat is traded worldwide, so blocked ships lift its price for every buyer
How it works · step 2 of 6
A flour mill buys the grain and feels the full rise
How it works · step 3 of 6
A baker then pays for power, ovens, wages and the shop
How it works · step 4 of 6
Wheat is about a tenth of what it costs to make a British loaf
How it works · step 5 of 6
So a big jump in wheat becomes a small rise in bread
How it works · step 6 of 6
Foods sold close to how they were grown pass on more of the jump
The twist
The closer a food is to the field when it is bought, the more of a crop's price rise the buyer pays.
The twist
A loaf is mostly the cost of milling, baking and selling, so its price moves a little. A potato is mostly potato, so its price moves a lot.
The picture
- Wheat10%
- Milling, power, baking, wages and the shop90%
Roughly what goes into the cost of a British loaf. If wheat costs 40% more and nothing else changes, the loaf costs about 4% more to make.
Seen the same day
A potato reaches the shop almost as it was dug, so a crop 3.5 million tonnes short goes nearly straight into what shoppers pay for potatoes.
Seen the same day
Importers buy wheat and fuel with black-market dollars, so each fall in the pound goes straight into the price of the goods they bring in.
Seen the same day
Egypt pays part of the price of bread, so dearer wheat lands on Egypt's budget before it reaches the shopper.
The catch
Small shares add up. When wheat, diesel and borrowing all rise at once, as the EBRD says they are now, bread does get dearer.
The whole
The blocked ships reach a flour mill in Indonesia first, as a cargo that costs a quarter more.
The whole
They reach a shopper in Britain last, as a small rise in the price of a loaf, and nothing on the label says why.
Who pays
Ukraine's farmers
The EBRD says Ukraine could lose $5.5 billion of exports this year, and farmers who cannot sell may not afford fertiliser.
Good news
Average inflation across the 41 economies the EBRD covers has settled at about 6%, a gentler rise than the bank had feared.
1 source
A development bank cuts its forecast again
The full story
A development bank cuts its forecast again
The EBRD, a development bank that covers 41 mostly emerging economies, now expects them to grow 2.5% this year.
Why it matters. The bank says Ukraine could lose $5.5 billion of wheat, seed-oil and metal exports this year, about 2.5% of its economy.
Sudan's pound loses nearly half its value
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In the parts of Sudan its army holds, the Sudanese pound has lost nearly half its value since early summer.
It traded at about 7,500 to the dollar on the black market on Tuesday, against 4,100 in May and about 600 before the war.
The army and a paramilitary group, the Rapid Support Forces, have been at war for nearly three and a half years.
A litre of cooking oil went from 17,000 pounds to 23,000 in one week.
Why it matters
Much of the gold, livestock and oilseeds that earn Sudan dollars comes from areas the paramilitaries hold, where the pound has stayed near 4,200.
Why it matters
A school head in Omdurman says his monthly pay, once worth $800, is now worth about $70.
How it works
Importers buy wheat and fuel with black-market dollars, so each fall in the pound goes straight into the price of the goods they bring in.
The idea, in story 3: Why wheat can jump 40% and a loaf of bread barely moves →Who gains
The Rapid Support Forces in Sudan
They hold areas that produce much of the gold, livestock and oilseeds that earn dollars, and the pound there has stayed near 4,200.
Who pays
People in army-held Sudan
A school head's monthly pay, once worth $800, is now worth about $70, and cooking oil rose by about a third in a week.
Nobody knows yet
How far Sudan's pound will fall.
The central bank no longer updates the official exchange rate.
1 source
Sudan's pound loses nearly half its value
The full story
Sudan's pound loses nearly half its value
In the parts of Sudan its army holds, the Sudanese pound has lost nearly half its value since early summer.
Why it matters. Much of the gold, livestock and oilseeds that earn Sudan dollars comes from areas the paramilitaries hold, where the pound has stayed near 4,200.
Olive trees torn out before the West Bank harvest
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Israel's military uprooted Palestinian olive trees with bulldozers in Deir Nizam, a village near Ramallah in the occupied West Bank, on Wednesday.
The olive harvest there usually starts in the first week of October.
The military had not answered Reuters by Wednesday evening.
Why it matters
Farming is about 8% of the Palestinian economy and more than 60,000 jobs, and olives are its backbone, according to the Palestinian agriculture ministry.
Why it matters
Palestinian human rights groups say uprooting the trees takes away farmers' income.
Who pays
Olive farmers at Deir Nizam in the West Bank
Their trees were uprooted days before the harvest; one family's land produced 120 drums of oil.
Nobody knows yet
Why Israel's military uprooted the olive trees at Deir Nizam.
The military had not answered Reuters by Wednesday evening.
1 source
Olive trees torn out before the West Bank harvest
The full story
Olive trees torn out before the West Bank harvest
Israel's military uprooted Palestinian olive trees with bulldozers in Deir Nizam, a village near Ramallah in the occupied West Bank, on Wednesday.
Why it matters. Farming is about 8% of the Palestinian economy and more than 60,000 jobs, and olives are its backbone, according to the Palestinian agriculture ministry.
Southern Africa has weeks before planting
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Sea temperatures in the middle of the tropical Pacific were about 2.9C above normal in early September, climate scientist Zeke Hausfather wrote in the journal Nature.
That is more than 1C warmer than at the same point in the strong El Nino years of 1997 and 2015.
El Nino brings drought to some regions and floods to others.
Why it matters
In the four strongest El Ninos from 1980 to 2016, southern Africa had about an 80% chance of a drier than normal rainy season.
Why it matters
80 of 100
chance in 100 of a dry rainy season in southern Africa, in the strongest El Nino years
Why it matters
South Africa's maize harvest fell by nearly half in 2015-16, and planting there starts in October.
Nobody knows yet
Whether southern Africa's governments act before planting starts in October.
Zeke Hausfather writes in Nature that they have only weeks to hand out drought-tolerant seed.
Part of a signal
El Nino heating the Pacific
Seen in 3 of the 12 beats
Also seen in Climate and Mind & body.
The whole signal →1 source
Southern Africa has weeks before planting
The full story
Southern Africa has weeks before planting
Sea temperatures in the middle of the tropical Pacific were about 2.9C above normal in early September, climate scientist Zeke Hausfather wrote in the journal Nature.
80 of 100
chance in 100 of a dry rainy season in southern Africa, in the strongest El Nino years
Why it matters. In the four strongest El Ninos from 1980 to 2016, southern Africa had about an 80% chance of a drier than normal rainy season.
Europe's potato harvest comes up short
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Potato harvests in Britain and Europe could be 3.5 million tonnes lower than expected after an extremely dry summer, an article in The Conversation says, citing recent reports.
That is about 5kg for every person on the continent.
Potatoes need a lot of water, and people buy about the same amount whatever the price, so a smaller crop tends to push prices up.
Leafy greens also suffered, and UK wheat yields fell well below recent averages.
Why it matters
Cocoa is also expected to rise again after a poor crop this year, and a bar of Dairy Milk rose more than 60% in price compared with 2021.
Why it matters
Chocolate makers may swap cocoa butter for cheaper fats such as palm oil.
How it works
A potato reaches the shop almost as it was dug, so a crop 3.5 million tonnes short goes nearly straight into what shoppers pay for potatoes.
The idea, in story 3: Why wheat can jump 40% and a loaf of bread barely moves →1 source
Europe's potato harvest comes up short
The full story
Europe's potato harvest comes up short
Potato harvests in Britain and Europe could be 3.5 million tonnes lower than expected after an extremely dry summer, an article in The Conversation says, citing recent reports.
Why it matters. Cocoa is also expected to rise again after a poor crop this year, and a bar of Dairy Milk rose more than 60% in price compared with 2021.
US dairy fees stop paying for climate goals
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The US agriculture department said on 17 September that dairy checkoff money will no longer fund environmental, social and governance projects.
A checkoff is a compulsory charge on farmers that pays for promotion, research and nutrition education for their product.
The Innovation Center for US Dairy, set up with that money, had set greenhouse-gas and net-zero targets.
The department also told its marketing service to check that no other checkoff pays for such goals.
Why it matters
Agriculture Secretary Brooke Rollins said farmers' fees should build demand for their products, not what she called radical climate agendas.
Why it matters
The department still allows checkoff money for office work that does not serve those goals.
Who gains
US dairy farmers who pay the checkoff
Their compulsory fee will no longer pay for the dairy Innovation Center's net-zero projects, which Agriculture Secretary Brooke Rollins says raise their costs.
Nobody knows yet
What the dairy checkoff money will pay for instead.
The department's notice ends funding for climate and governance projects but names no sum and no new use for the money.
1 source
US dairy fees stop paying for climate goals
The full story
US dairy fees stop paying for climate goals
The US agriculture department said on 17 September that dairy checkoff money will no longer fund environmental, social and governance projects.
Why it matters. Agriculture Secretary Brooke Rollins said farmers' fees should build demand for their products, not what she called radical climate agendas.
Hurricane Lowell hits Hawaii's farms
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The US agriculture department said on 23 September that farms in Hawaii were badly hit by Hurricane Lowell.
It pointed farmers to its disaster programmes, which pay for livestock that died, lost feed, damaged beehives and fruit trees that need replanting.
Farmers have until 1 March 2027 to report this year's livestock and feed losses.
Why it matters
Farmers in counties declared disaster areas can also get emergency loans at low interest.
Nobody knows yet
How much damage Hurricane Lowell did to Hawaii's farms.
The US agriculture department says farms were significantly impacted but gives no estimate of losses.
1 source
Hurricane Lowell hits Hawaii's farms
The full story
Hurricane Lowell hits Hawaii's farms
The US agriculture department said on 23 September that farms in Hawaii were badly hit by Hurricane Lowell.
Why it matters. Farmers in counties declared disaster areas can also get emergency loans at low interest.
US food-aid cuts reach families
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Cuts to SNAP, the US food-stamp programme, are reaching families before the US midterm elections, the New York Times reports.
The cuts came in the One Big Beautiful Bill Act, President Trump's main tax-and-spending law, whose spending and tax breaks total more than $3 trillion.
Ashley Whitlock, a substitute teacher in Belmont, North Carolina, lost her SNAP benefits in the summer.
A free grocery store in Newark, New Jersey, could help people who were cut off.
Why it matters
The law cut food aid, Medicaid and health subsidies to pay for part of its tax cuts.
Why it matters
So people judge it by whether they got a tax cut or lost a benefit.
Who gains
Americans who got the new US tax breaks
The same law that cut food stamps gave larger tax refunds and breaks on tips and overtime pay.
Who pays
People cut off from US food stamps
A substitute teacher in North Carolina lost her benefits this summer, among families losing aid under the new law.
1 source
US food-aid cuts reach families
The full story
US food-aid cuts reach families
Cuts to SNAP, the US food-stamp programme, are reaching families before the US midterm elections, the New York Times reports.
Why it matters. The law cut food aid, Medicaid and health subsidies to pay for part of its tax cuts.
California grape growers cannot sell their crop
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It is harvest time in California's wine country, and many grape growers are struggling to sell their grapes because Americans are drinking less wine, AP reports.
Some growers are tearing out vineyards their families have farmed for generations.
Why it matters
The fall in wine drinking reaches the farm at harvest, when growers find no buyer for grapes already on the vine.
Who pays
California grape growers
With Americans drinking less wine, some are tearing out vineyards their families farmed for generations.
1 source
California grape growers cannot sell their crop
The full story
California grape growers cannot sell their crop
It is harvest time in California's wine country, and many grape growers are struggling to sell their grapes because Americans are drinking less wine, AP reports.
Why it matters. The fall in wine drinking reaches the farm at harvest, when growers find no buyer for grapes already on the vine.
Himalayan flood warnings lose their money
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A satellite programme that helped Afghanistan, Bangladesh, Myanmar, Nepal and Pakistan watch for floods and landslides lost its funding when the US cut foreign aid, AP reports.
SERVIR-Hindu Kush Himalaya was run by USAID, NASA and a research centre in Kathmandu, and ended in January 2025.
The US State Department says its tools still work through that centre.
A new report by the consultancy Systemiq says Himalayan glaciers are losing ice 65% faster than a decade ago.
Why it matters
The research centre, ICIMOD, says the changing mountains put food, water and energy at risk for nearly 2 billion people living in or below them.
Why it matters
Aid from the richest donor countries fell 23% in 2025, the largest drop on record.
1 source
Himalayan flood warnings lose their money
The full story
Himalayan flood warnings lose their money
A satellite programme that helped Afghanistan, Bangladesh, Myanmar, Nepal and Pakistan watch for floods and landslides lost its funding when the US cut foreign aid, AP reports.
Why it matters. The research centre, ICIMOD, says the changing mountains put food, water and energy at risk for nearly 2 billion people living in or below them.
More good news from the day
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Good news
Officials have changed the entry rules at the mouth of the Danube, so ships bound for Ukraine's river ports are cleared while still at sea, to end a queue that had passed two weeks.
Good news
About 5 million of the 14 million people driven from their homes by Sudan's war have gone back, the International Organization for Migration says.
That's the whole Food day.
12 stories, 15 sources.