Global food security may be collateral in Ukraine war - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
战争

Global food security may be collateral in Ukraine war

Moscow and Kyiv’s attacks on one another’s agricultural exports could result in a worldwide grain crisis
00:00

{"text":[[{"start":6.96,"text":"The writer is director of the Carnegie Russia Eurasia Center in Berlin"}],[{"start":12.8,"text":"Russia’s war in Ukraine has entered a new escalation phase, with dangerous spillover effects far beyond Europe. One of the most pressing risks is a global grain supply crisis resulting from a fresh spate of Russian and Ukrainian attacks on each other’s agricultural exports. Reversing this potentially disastrous aspect of the conflict could be more realistic at this point than trying to end the war altogether. But it is only possible if the international community chooses to engage."}],[{"start":42.32,"text":"At this stage of the conflict, Ukraine has largely stabilised the 1,250km combat line and expanded its long-range strikes. But since July, Kyiv has been focusing on a new set of targets: Russian vessels exporting agricultural goods via the Black Sea, as well as the supporting rail and port infrastructure in the Azov Sea. Last week, Ukraine hit all three grain terminals in the port of Novorossiysk that ship more than 40 per cent of Russian grain exports. The authorities have paused exports until repairs are completed."}],[{"start":77.52,"text":"Russia, too, has intensified its missile barrages against Ukrainian ports on the Black Sea, and even sunk several ships destined for the largest port in Odesa. As a result, both countries’ agricultural exports risk being significantly curtailed or even halted altogether."}],[{"start":93.144,"text":"Given the importance of both Russia and Ukraine for global food markets, this is deeply concerning. Take, for example, wheat. Moscow and Kyiv together control 27 per cent of global exports, with the bulk of it transported via the Black Sea. Russia and Ukraine are the dominant suppliers to many countries in the Middle East and north Africa."}],[{"start":114.16,"text":"This season has already been extremely difficult for wheat producers: prices for fuel and fertilisers are up due to the war in the Gulf, while recurrent heatwaves have affected European and American production. Wheat prices are over 25 per cent higher than in 2025, and still growing. The UN forecasts that about 50mn people will be pushed into acute food insecurity later this year because of climate factors alone. If Russian and Ukrainian wheat does not reach the market, that may mean an even greater food security crisis is on the horizon."}],[{"start":145.304,"text":"While the effects of the heatwaves cannot be addressed quickly, the disruption of food logistics in the Black Sea could be. At the beginning of the Ukraine war, multiple stakeholders pressured Moscow into a grain deal with Kyiv that allowed the free passage of Ukrainian grain. Even after the deal was eventually abandoned, Russia and Ukraine did not undertake a systematic effort to interdict agricultural exports — until this summer."}],[{"start":171.68,"text":"The international community should now pressure both sides to restore this unspoken agreement. Ultimately, the military upsides of these attacks are marginal, while the potential downsides are immense for a number of countries around the world."}],[{"start":186.56,"text":"The level of pain that Russia and Ukraine are inflicting upon one another by going after agricultural exports is not critical enough for either to sue for peace. The Kremlin pocketed $41bn from agricultural exports in 2025 — less than 10 per cent of overall export revenues. For Ukraine, on the other hand, agricultural exports account for nearly half of its proceeds, and its ability to redirect grain cargo to ports on the Danube River is limited this year because of the heatwave and low water levels. But as Kyiv is most certain to get another financial lifeline from Europe, the Kremlin’s interdiction of grain shipping won’t deprive Ukraine of its ability to pay for defence."}],[{"start":226.8,"text":"There are a number of countries with a direct interest in restoring Russian and Ukrainian food exports. First, there are those in the Middle East and Africa — Egypt, Turkey, Saudi Arabia and the United Arab Emirates, for example — who would be most severely affected by a grain crisis and have plenty of channels to and leverage over both Moscow and Kyiv. Then there are Asian giants like China and India, who are large buyers of Russian oil while being dependent on Russian and Ukrainian food exports. Finally, there is Europe, which doesn’t want to see an increased inflow of migrants resulting from a potential food crisis. There is also the US — back in 2022, Washington was instrumental in orchestrating the Black Sea grain deal — but who knows whether Donald Trump’s team is paying attention."}],[{"start":275.254,"text":"It is not too late to set up an international contact group and design a set of carrots and sticks for Moscow and Kyiv to restore the free passage of agricultural goods. While it is unlikely that the war in Ukraine will be over soon, using diplomacy to contain the most dangerous aspects of the conflict is helpful in itself — and could pave the way for broader de-escalation in the future."}],[{"start":303.68,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1787129170_6033.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

气候如何推动新的地缘战略?

环境变化正在重塑贸易、商业、物流和地缘政治。

“全民分担”的金融危机仍是危机

私募信贷与保险业的联姻热潮可能暗藏代价。

一周展望:美国通胀对债市的扰动有多大?

由于对美国40万亿美元的国家债务以及大量AI债券发行感到担忧,美国30年期借款利率已升至2007年以来的最高水平。

特朗普冷落韩国引发亚太地区诸多疑问

缩减军事演习削弱了人们对美国可靠性的信心。

穆罕默德与赫蒂彻:一段美满婚姻

一桩持续25年的阿拉伯商业联姻。

中国企业加大AI投资,阿里巴巴拟配股筹资102亿美元

在最新通义千问3.8-Max模型广受好评后,该公司发行新股融资。
设置字号×
最小
较小
默认
较大
最大
分享×