Analysis: Black Sea conflict may alter global trade patterns for grains, veg oil

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.

• 20 Agu 2026FACTBOX: Black Sea grain trade strained by escalating Russia-Ukraine conflict | S&P Global-1,3%
• 27 Agu 2026Egypt faces wheat supply crunch as Black Sea conflict escalates | S&P Global+4,0%
• 20 Jul 2023Black Sea conflict boosts wheat prices in Southeast Asia, Australia | S&P Global-0,7%
• 10 Mar 2022Grains edge higher as hopes for Black Sea ceasefire fade – The Seam-3,3%
• 18 Jul 2023Black Sea grain deal eased global food prices — now it's off and analysts are warning of a price 'roller-coaster' - ABC News+2,0%

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.

• 20 Agu 2026FACTBOX: Black Sea grain trade strained by escalating Russia-Ukraine conflict | S&P Global+5,4%
• 10 Mar 2022Grains edge higher as hopes for Black Sea ceasefire fade – The Seam+2,5%
• 18 Jul 2023Black Sea grain deal eased global food prices — now it's off and analysts are warning of a price 'roller-coaster' - ABC News+18,0%
• 24 Jul 2026Grains Markets Hit New Highs on Black Sea Attacks, Crude Oil Rally-3,8%
• 28 Jan 2022Ukraine conflict would destabilise Black Sea trade, sanctions ‘inevitable’, say lawyers+1,3%

Setelah 110 peristiwa geopolitik bullish sebelumnya, Minyak Kedelai bergerak median +1,8% selama 5 sesi (65% lebih tinggi; separuh tengah -0,7% sampai +3,6%), dan -0,4% selama 20 sesi.

• 30 Okt 2022Grain market braces for price flurry as Black Sea corridor in doubt+3,1%
• 1 Jun 2022Global events spur search for alternative oils | Food Business News+2,3%
• 27 Jul 2026Black Sea grain trapped as Russia, Ukraine attacks continue | World Grain-5,7%
• 1 Okt 2026Global vegetable oil prices seen rising on tighter supply, says analyst Mielke - Markets - Business Recorder+2,3%
• 3 Mei 2022The impact of the Ukraine crisis on the global vegetable oil market | IFPRI+3,0%

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.

• 1 Okt 2026Global vegetable oil prices seen rising on tighter supply, says analyst Mielke - Markets - Business Recorder-0,4%
• 3 Mei 2022The impact of the Ukraine crisis on the global vegetable oil market | IFPRI-9,5%
• 31 Okt 2022U.N. Black Sea grain pact under threat as Russia quits | Reuters+11,7%
• 20 Jul 2023Palm oil futures hit four-month high as Black Sea tensions escalate+1,6%
• 23 Feb 2022Palm oil futures hit all-time high on bullish global energy, vegetable oil markets+15,0%