Memuat…
CSIS analysis says mutual Russian and Ukrainian attacks on Black Sea and Sea of Azov shipping and export infrastructure have largely suspended traffic through Ukraine's ports, which previously handled about 90% of its agricultural exports. Russia has also suspended exports from its highest-capacity grain terminals, and the attacks threaten global fertilizer trade.
Removing a large share of world wheat and corn trade from the market tightens supplies and supports prices, while fertilizer disruption raises input costs for future crops.
csis.orgCaitlin Welsh, Emma Curtis, Joseph Glauber11 Sep 2026Setelah 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.
Setelah 323 peristiwa geopolitik bullish sebelumnya, Jagung bergerak median +0,5% selama 5 sesi (57% lebih tinggi; separuh tengah -1,5% sampai +2,9%), dan +0,9% selama 20 sesi.
Setelah 205 peristiwa geopolitik bullish sebelumnya, Urea bergerak median +0,4% selama 5 sesi (53% lebih tinggi; separuh tengah -2,1% sampai +3,0%), dan -0,4% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
Mutual Russia-Ukraine attacks suspended traffic through Ukrainian ports and Russian terminals, a supply and trade-flow shock that supports global grain and corn prices.
