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Wheat

What world events mean for wheat — the exporters, the routes, and the retail endpoint.

Market stress
5/10Significant
12-month price change
+43.5%
Sep ’25 → Sep ’26
Top exporter
15.8%
Russia · of world exports

In your life

Farm share of your food dollar
11.8¢of every US consumer food dollar reaches the farm (USDA, 2024)

18.5¢ of every food-at-home dollar. That's a ceiling, not a prediction: makers and stores can absorb a wheat spike, or pass on more than the wheat alone.

Bread

  • Bread costs about $1.82 a pound in the US (July 2026, BLS).
  • When wheat prices jump, bread usually follows 1–6 months later.
  • Last time this happened: when wheat futures jumped +62.7% (23 Feb 2022 → 7 Mar 2022), bread moved Feb 2022 ($1.578/lb) → Jun 2022 ($1.691/lb, +7.2%) → Aug 2022 ($1.756/lb, +11.3%).
  • Other forces were pushing too: 2022's bread move also reflects soaring natural-gas and diesel costs (fertilizer and freight) and broad post-pandemic food inflation — not all of it traces to the wheat shock.
  • BLS notes average prices are best used to measure the price level in a particular month; index values are more appropriate for measuring change. Bread kept climbing to $1.873/lb by Dec 2022 (+18.7% from Feb), increasingly driven by other costs.

BLS Average Price Data, series 702111 — 'Bread, white, pan, per lb.' in U.S. city average (FRED APU0000702111) Lag basis: USDA ERS (Leibtag, 2009): retail bread pass-through time 1 to 6 months; Amber Waves (Jun 2011): wholesale flour to retail bread mostly after 2–4 months, within the first month during surges.

Wheat is in your everyday life as your bread.

World map of Wheat exporters

Circle size ∝ share of world exports — country area does not imply volume

Top exporters
Ranked by share of world exports (2024 trade value).

Russia

15.8% of world wheat exports · 2024 trade value

Top 3 exporters: 41.1% of world exports.

Russia accounts for 15.8% of the world's exported wheat by value — a disruption here travels through the buyers and companies below.

What-if presets

Trade routes serving Russia

See who depends on it ↓

Documented supply-chain relationships — independent of your scenario assumptions.

Wheat
Bread, pasta and cereal on the shelf

bread · pasta · cereal · baking mixes

No documented company exposure in our sources for Flour millers and wholesale wheat flour.

A wheat supply shock would likely first appear in futures and cash bids — timing and size are not established in our sources.

Trade structure

Critical exporters & importers

2024 vintage · annual data, 1–2y lag

Top exporters

  • Russia

    15.8% of world exports

  • Canada

    13.6% of world exports

  • United States

    11.7% of world exports

  • Australia

    9.9% of world exports

  • Ukraine

    8.3% of world exports

Next tier: France (7.3%), Romania (4.3%)

Top importers

  • Egypt

    9% of world imports58.8% from Russia

  • Indonesia

    5.5% of world imports26.8% from Australia

  • China

    5% of world imports33.1% from Australia

  • Italy

    4.4% of world imports

  • Nigeria

    3.7% of world imports

An importer is “critical” here by share of world wheat imports; the per-exporter dependency underneath is what makes a shock travel. 2024 vintage · annual data, 1–2y lag — annual data, 1–2y lag.

Moves through: Suez Canal · Turkish Straits

Market stress data as of Sep 24, 2026 from the commodity supply-risk monitor.

Wheat — market stress 5/10 (Significant) | Morrowfly