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

Dopo 361 eventi geopolitica rialzista passati, Frumento (SRW) si è mosso in mediana di +0,7% in 5 sedute (58% in rialzo; metà centrale da -1,4% a +3,7%), e di +1,3% in 20.

• 15 lug 2026French wheat prices hit record high amid Sea of Azov disruptions, EU heat wave | S&P Global+3,2%
• 3 set 2026EXCLUSIVE: Asian buyers turn to Australian, Argentine wheat amid Black Sea disruptions | Reuters+0,7%
• 20 lug 2023Black Sea conflict boosts wheat prices in Southeast Asia, Australia | S&P Global-0,7%
• 29 lug 2026Wheat up 1%, rises for second session on Black Sea disruptions | ZAWYA-1,4%
• 12 ott 2026Black Sea disruption enters third month, pushes wheat buyers to alternative origins | World Ports Organization+3,7%

Dopo 94 eventi geopolitica rialzista passati, Frumento (HRW) si è mosso in mediana di +0,1% in 5 sedute (50% in rialzo; metà centrale da -2,7% a +5,8%), e di +0,1% in 20.

• 15 lug 2026French wheat prices hit record high amid Sea of Azov disruptions, EU heat wave | S&P Global+1,8%
• 3 set 2026EXCLUSIVE: Asian buyers turn to Australian, Argentine wheat amid Black Sea disruptions | Reuters-1,3%
• 29 lug 2026Wheat up 1%, rises for second session on Black Sea disruptions | ZAWYA-2,7%
• 12 ott 2026Black Sea disruption enters third month, pushes wheat buyers to alternative origins | World Ports Organization-1,6%
• 30 lug 2026First Thing Today | Wheat rallies overnight on Black Sea shipping disruptions - Pro Farmer-1,7%