Research · Aug 28, 2026
Novorossiysk Grain Terminal Outage Raises Feed Cost Risk
A four-month outage at Russia's 7.1mtpa NKHP terminal may redirect wheat flows and raise unhedged feed and flour costs.
FLO
FLOWERS FOODS INC
NYSE · Consumer Defensive · Packaged Foods · US
$6.27
−2.79%Research · Aug 27, 2026
Novorossiysk Grain Terminal Outage: Feed Cost Risk for PPC and CALM
Repairs at Novorossiysk's NKHP terminal may take four months, subtracting about 2.4 million tonnes of loading capacity and raising feed and flour costs at largely unhedged converters.
Research · Aug 25, 2026
Manufacturing Ties Oil Cost Recovery to Contract Length
Cabot, LSI Industries and Flowers Foods all cited the same 2026 crude spike on August calls, but recovery ranged from pricing ahead of cost to no recovery at all.