◂ Linimasa Peristiwa

31 Okt 2022GEOPOLITIKLaut Hitam

U.N. Black Sea grain pact under threat as Russia quits

Russia said it would pull out of the UN-brokered Black Sea grain pact, which had let more than 9.5 million tonnes of corn, wheat, sunflower products, barley, rapeseed and soy leave three Ukrainian ports. Ukraine's military administration reported a record 354,500 tonnes of agricultural products leaving Odesa-region ports on Monday under the deal.

MENGAPA INI PENTING

A collapse of the corridor threatens to cut Ukrainian grain and oilseed exports to import-dependent buyers, tightening global supplies and supporting wheat, corn and sunflower-related meal prices.

BERDAMPAK PADAGandum (SRW)▲Jagung▲Minyak Sawit▲Bungkil Bunga Matahari▲Minyak Kedelai▲

2 SUMBER
cnbcafrica.comReuters31 Okt 2022
reuters.comNigel Hunt, Naveen Thukral31 Okt 2022

Reaksi harga & riwayat

Gandum (SRW)▲bullishSEJAUH INI1d -4,9%5d -5,6%20d +2,4%

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.

17 Jul 2023Black Sea grain deal expires after Russia quits | Reuters+2,4%
31 Okt 2022Wheat up 6% after Russia quits Black Sea pact; corn, soy firm | Reuters-5,6%
10 Okt 2026Ukraine and Russia's grain harvest under threat amid Black sea attacks+3,7%
1 Jun 2023Ukraine says Russia again blocking Black Sea grain export deal | Reuters-3,6%
29 Okt 2022U.N., Turkey, Ukraine press ahead with Black Sea grain deal despite Russian pullout | Reuters-5,6%

Jagung▲bullishSEJAUH INI1d -1,3%5d -2,2%20d -3,8%

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.

17 Jul 2023Black Sea grain deal expires after Russia quits | Reuters-8,6%
31 Okt 2022Wheat up 6% after Russia quits Black Sea pact; corn, soy firm | Reuters-2,2%
10 Okt 2026Ukraine and Russia's grain harvest under threat amid Black sea attacks-0,7%
1 Jun 2023Ukraine says Russia again blocking Black Sea grain export deal | Reuters-2,2%
29 Okt 2022U.N., Turkey, Ukraine press ahead with Black Sea grain deal despite Russian pullout | Reuters-2,2%

Minyak Sawit▲bullishSEJAUH INI1d +0,0%5d +11,7%20d +9,1%

Setelah 62 peristiwa geopolitik bullish sebelumnya, Minyak Sawit bergerak median +2,5% selama 5 sesi (74% lebih tinggi; separuh tengah -0,1% sampai +5,8%), dan +4,0% selama 20 sesi.

31 Okt 2022Palm rises over 4% after Russia pulls out of Black Sea export corridor - Markets - Business Recorder+11,7%
11 Mar 2022Analysis: Black Sea conflict may alter global trade patterns for grains, veg oil-5,3%
31 Okt 2022Grain deal: Wheat and corn prices rise as Russia withdraws | CNN Business+11,7%
25 Feb 2022India stops buying sunoil as Ukraine conflict maroons shipments -dealers | Reuters+15,2%
11 Mar 2022Overcoming the threats to global food systems from Russia's invasion of Ukraine | IFPRI-5,3%

Bungkil Bunga Matahari▲bullish

Belum cukup peristiwa historis yang sebanding untuk analisis historis.

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.

Pergerakan harga terkait

Minyak Sawit+8,5%1 periode sampai 31 Okt 20224,4σ
Russia's pullout from the UN Black Sea grain pact is the geopolitical trigger that raised supply risk for sunflower oil and grains, spilling into palm.

Gandum (SRW) WHEAT · GP ▸

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Jagung CORN · GP ▸

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