
Wheat futures rallied sharply on July 10 after Russia reportedly halted shipping through the Don-Azov Channel following a Ukrainian attack on the Sea of Azov. Russia also banned diesel exports after refinery damage, lifting heating oil futures more than 11% during the week and supporting soybean oil.
September SRW wheat hit a six-week high of $6.40 1/4 and HRW reached $6.76 1/4.
Threats to Russian wheat export flows and a diesel export ban tighten supply and lift energy costs, supporting grain and soybean oil prices. Feed buyers face higher wheat and fuel-linked costs while the conflict persists.
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.
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.
Tras 110 eventos alcista de geopolítica pasados, Aceite de soja se movió una mediana de +1,8 % en 5 sesiones (65% al alza; mitad central entre -0,7 % y +3,6 %), y -0,4 % en 20.
Tras 250 eventos alcista de geopolítica pasados, ULSD / Diésel se movió una mediana de +1,7 % en 5 sesiones (58% al alza; mitad central entre -3,6 % y +8,7 %), y +0,9 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.
Russia reportedly halted Don-Azov shipping on July 10 and September HRW reached $6.76, which started the rally through a trade-flow and war-premium mechanism.
Russia's diesel export ban and refinery damage lifted heating oil more than 11% during the week, which raises biofuel feedstock demand and input-cost parity and directly supported soybean oil in the 5-day window.
Russian diesel export ban and an 11% weekly jump in heating oil supported soybean oil through energy and biofuel-linked input cost channels, alongside a wheat rally that lifted the grains complex.