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

Setelah 361 peristiwa geopolitik bullish sebelumnya, Gandum (SRW) bergerak median +0,7% selama 5 sesi (58% lebih tinggi; separuh tengah -1,4% sampai +3,7%), dan +1,3% selama 20 sesi.

• 15 Jul 2026French wheat prices hit record high amid Sea of Azov disruptions, EU heat wave | S&P Global+3,2%
• 3 Sep 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 Okt 2026Black Sea disruption enters third month, pushes wheat buyers to alternative origins | World Ports Organization+3,7%

Setelah 94 peristiwa geopolitik bullish sebelumnya, Gandum (HRW) bergerak median +0,1% selama 5 sesi (50% lebih tinggi; separuh tengah -2,7% sampai +5,8%), dan +0,1% selama 20 sesi.

• 15 Jul 2026French wheat prices hit record high amid Sea of Azov disruptions, EU heat wave | S&P Global+1,8%
• 3 Sep 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 Okt 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%