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2026/10/01地政学黒海

War Throttles Black Sea Grain Exports, Threatening Food Supplies

Drone and missile attacks on ports and vessels in the Black Sea region have throttled wheat and corn exports from both Russia and Ukraine. U.S. wheat futures have reached three-year highs in recent weeks, and analysts warn of food inflation if the bottleneck persists.

重要性

Lost Black Sea supply pushes buyers toward other origins, lifting wheat and corn futures and raising feed costs for livestock producers.

影響を受ける銘柄小麦(SRW)▲トウモロコシ▲

1 件のソース
wsj.comAlexander Osipovich2026/10/01

価格反応と履歴

小麦(SRW)▲強気現時点1d +0.2%5d -2.9%20d +0.5%

過去の強気な地政学イベント361件の後、小麦(SRW) は5営業日で中央値 +0.7% 動き（58% が上昇。中央50%は -1.4% から +3.7%）、20営業日では +1.3% 動きました。

2023/03/17Russia Still Slow-Walking Ukraine Food Exports in Black Sea Grain Deal-3.7%
2022/02/25Grain exporters tap EU supplies as war shuts Ukraine ports -traders+9.4%
2026/06/19Rising Attacks on Ukrainian Black Sea Ports Threaten Grain Export Capacity and Global Supply | Tridge Insights-1.6%
2026/07/31EXCLUSIVE: Russian grain lobby says Kyiv's attacks threaten Black Sea exports, global food security | Reuters-1.0%
2018/11/27Chokepoint Blockade Exposes Supply Risk for Black Sea Grain+1.5%

トウモロコシ▲強気現時点1d +0.2%5d -1.2%20d -6.7%

過去の強気な地政学イベント323件の後、トウモロコシは5営業日で中央値 +0.5% 動き（57% が上昇。中央50%は -1.5% から +2.9%）、20営業日では +0.9% 動きました。

2023/03/17Russia Still Slow-Walking Ukraine Food Exports in Black Sea Grain Deal-1.0%
2022/02/25Grain exporters tap EU supplies as war shuts Ukraine ports -traders+6.6%
2026/06/19Rising Attacks on Ukrainian Black Sea Ports Threaten Grain Export Capacity and Global Supply | Tridge Insights-1.1%
2022/02/24Ukraine shuts ports as conflict threatens grain supplies | Reuters+6.5%
2020/12/01Chokepoint Blockade Exposes Supply Risk for Black Sea Grain | Feed & Grain-0.4%

イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。

小麦(SRW) WHEAT · GP ▸

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トウモロコシ CORN · GP ▸

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