
Russia has said it would be inappropriate to extend the Black Sea grain deal unless sanctions affecting its agricultural exports are lifted. Sources say the deal must be renewed by around March 20 for exports to continue.
About 21.1 million tonnes of farm products, including 10 million tonnes of corn and 6 million tonnes of wheat, have been shipped under the pact.
A lapse in the corridor would remove a large share of Ukrainian corn and wheat from world markets, a meaningful upside risk for prices. Ukraine's export volumes are a significant part of global supply.
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 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.
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.