Black Sea disruptions push wheat to record high; Australia, North America demand up

Tras 361 eventos alcista de geopolítica pasados, Trigo (SRW) se movió una mediana de +0,7 % en 5 sesiones (58% al alza; mitad central entre -1,4 % y +3,7 %), y +1,3 % en 20.

• 15 jul 2026French wheat prices hit record high amid Sea of Azov disruptions, EU heat wave | S&P Global+3,2 %
• 3 sept 2026EXCLUSIVE: Asian buyers turn to Australian, Argentine wheat amid Black Sea disruptions | Reuters+0,7 %
• 20 jul 2023Black Sea conflict boosts wheat prices in Southeast Asia, Australia | S&P Global-0,7 %
• 29 jul 2026Wheat up 1%, rises for second session on Black Sea disruptions | ZAWYA-1,4 %
• 12 oct 2026Black Sea disruption enters third month, pushes wheat buyers to alternative origins | World Ports Organization+3,7 %

Tras 94 eventos alcista de geopolítica pasados, Trigo (HRW) se movió una mediana de +0,1 % en 5 sesiones (50% al alza; mitad central entre -2,7 % y +5,8 %), y +0,1 % en 20.

• 15 jul 2026French wheat prices hit record high amid Sea of Azov disruptions, EU heat wave | S&P Global+1,8 %
• 3 sept 2026EXCLUSIVE: Asian buyers turn to Australian, Argentine wheat amid Black Sea disruptions | Reuters-1,3 %
• 29 jul 2026Wheat up 1%, rises for second session on Black Sea disruptions | ZAWYA-2,7 %
• 12 oct 2026Black Sea disruption enters third month, pushes wheat buyers to alternative origins | World Ports Organization-1,6 %
• 30 jul 2026First Thing Today | Wheat rallies overnight on Black Sea shipping disruptions - Pro Farmer-1,7 %