Thomas de Waal
{
"authors": [
"Thomas de Waal"
],
"type": "commentary",
"blog": "Strategic Europe",
"centerAffiliationAll": "",
"centers": [
"Carnegie Endowment for International Peace",
"Carnegie Europe"
],
"englishNewsletterAll": "",
"nonEnglishNewsletterAll": "",
"primaryCenter": "Carnegie Europe",
"programAffiliation": "",
"regions": [
"Eastern Europe",
"Russia",
"Türkiye",
"Ukraine"
],
"topics": [
"Foreign Policy",
"Economy",
"Security",
"Trade"
]
}Source: Getty
A Black Sea Truce Is About Global Food Security, Too
A summer of escalation in the Black Sea has hurt Ukraine economically and is exacerbating world food security. A truce is needed—as is a broader reframing of Europe’s Ukraine strategy.
It has been a long, hot, and dangerous summer in the Black Sea, where long-range missiles have delivered destruction to ships as well as Russian and Ukrainian towns and cities. And the longer it goes on, the more global food security is in the line of fire, too.
The sea was “shipping’s deadliest theatre” in July—more dangerous than the Strait of Hormuz—according to Lloyds List, the global shipping news service. Twenty-three sailors were killed that month.
In recent years, Russia and Ukraine together accounted for about 30 percent of the world’s exports of wheat and 12 percent of corn exports, almost all of it shipped through the Black Sea at low cost by bulk carrier. In August, the aerial war cut the grain and agricultural exports of both Russia and Ukraine by two-thirds. The lack of that grain in world markets puts several African countries at risk of famine, while world cereal prices, already pushed up by the closure of the Strait of Hormuz, could rise even higher.
These risks amplify the need for a truce in the Black Sea. Ukrainian President Volodymyr Zelensky has offered a ceasefire, but Russian President Vladimir Putin has so far rejected the idea.
For Europeans, the conclusion must be that a new path to supporting Ukraine’s economic resilience, now under heavy strain, lies in resetting Europe’s relations with African and Middle Eastern countries—the same countries that both face the worst global food insecurity and can make the case to Putin that he must agree to a truce.
So far, Putin has dug in. The Russians have been heavily hit all summer by Ukrainian missiles in the Sea of Azov and in and around the port of Novorossiysk. Yet, Putin evidently believes that Russia has greater strategic depth and a more compliant population and can endure this pain competition better than Ukraine.
Russia’s strategy is plain. It wants to fatally weaken Ukraine this fall and winter by decimating its port and energy infrastructure. At the same time, it wants to weaken Europe’s will to fund Ukraine, especially in countries such as France and Poland, where far-right, Ukraine-skeptical parties may do well in elections next year.
The Russians first tried to choke Odesa, Ukraine’s economic lifeline, in 2022. After suffering heavy damage to its Black Sea Fleet, Russia then agreed to the UN-brokered Black Sea Grain Initiative, which enabled free trade for both sides. When the Russians pulled out of the deal in 2023, Ukraine kept its maritime trade moving with assistance from Bulgaria, Romania, and Turkey.
Russia never let up on its air war on Odesa. But both sides mostly observed a de facto moratorium on targeting commercial shipping and the grain trade.
That changed in late June, when Kyiv launched a forty-day campaign against Russia, massively broadening its range of targets. The campaign achieved major successes, but intensified Russian air strikes more or less shut down Odesa’s ports just before an unusually rich grain harvest.
Harvested Ukrainian grain is now being shipped out by truck or train, at much greater expense. The Danube River could not handle exports, as water levels were at a historic low this summer. And Russian attacks have destroyed up to 40 percent of Ukraine’s storage facilities, according to an Odesa-based businessman.
What can Europeans do? In the long run, Odesa needs proper air defense—as, of course, does all of Ukraine. The country’s farmers need sustained support: As they struggle to get this year’s harvest to market, there are already bad consequences for next year.
Ukrainian farmers also need a better source of fertilizer than countries such as Jordan and Morocco, which are currently two main suppliers but whose products are expensive to buy and hazardous to transport. Eventually, that will mean a deal with Ukraine’s northern neighbor Belarus, one of the three major producers of potash fertilizer worldwide—but such a deal is probably politically impossible at the moment with a regime that is too close to Moscow.
Disturbingly, the crisis also makes other conflict-wracked countries, such as the Democratic Republic of the Congo, Somalia, Sudan, and Yemen, vulnerable to famine. The closure of the Strait of Hormuz was one blow; next year’s severe El Niño will be another.
Reopening Odesa’s ports will contribute to alleviating these countries’ food insecurity. But they need more than that. European governments have only exacerbated the situation with cuts to aid budgets that have further hollowed out the international humanitarian assistance system weakened by the 2025 closure of the U.S. Agency for International Development.
Russia, meanwhile, stokes the suggestion of double standards—that Europeans care only about the suffering of white people—weakening the international coalition for Ukraine.
If and when Putin does commit to a ceasefire, Europe will not be the main actor. Neither Russia nor Ukraine wants to go back to the complicated Black Sea Grain Initiative. The UN Office for Project Services, the organization’s operational arm, together with Turkey, stands ready to implement a truce.
Putin will get to that ceasefire only when the leaders of countries such as Algeria, Egypt, and India pick up the phone to tell him that their food security is at risk. This week’s high-level meetings at the UN General Assembly will be the venue for urgent conversations on how to make that happen. Europeans can do their part, but they need to reframe their own strategic thinking first.
About the Author
Senior Fellow, Carnegie Europe
Thomas de Waal is a senior fellow at Carnegie Europe, specializing in Eastern Europe and the Caucasus.
- Managing Montreux: Turkey and the Russia-Ukraine War in the Black SeaArticle
- There Is No Shortcut for Europe in ArmeniaCommentary
Thomas de Waal
Recent Work
Carnegie does not take institutional positions on public policy issues; the views represented herein are those of the author(s) and do not necessarily reflect the views of Carnegie, its staff, or its trustees.
More Work from Strategic Europe
- Taking the Pulse: Does the EU Have a Germany Problem?Commentary
Are Germany’s economic, industrial, and political struggles becoming a liability for the EU’s ability to rise to the geopolitical moment?
Rym Momtaz, ed.
- The Speech Ursula von der Leyen Can’t DeliverCommentary
European Commission President Ursula von der Leyen is about to give her annual address on the state of the EU. Here’s what she won’t—but should—say.
Rym Momtaz
- Europe Fails to Learn the Lessons from CeutaCommentary
The aftermath of the Ceuta crisis shows Europe has drawn the wrong lessons. Rather than doubling down on failed migration policies, the EU needs to address the underlying roots of such episodes.
Richard Youngs
- Taking the Pulse: Is Canada Leading a Third Way?Commentary
Canadian Prime Minister Mark Carney has twice inspired praise for standing up to U.S. President Donald Trump: at the 2026 World Economic Forum in Davos and on Canada-U.S. trade negotiations. Is Carney showing a third way better than the EU has in dealing with the Trump administration?
Rym Momtaz, ed.
- Europe’s Self-Confidence ProblemCommentary
The EU’s responses to two recent incidents expose the gulf between European perceptions and capabilities. Unless the union can bridge that gap, it will never become a real geostrategic power.
Rym Momtaz