
Reuters reported that Russia is interested in resuming the Black Sea Grain Initiative during US-led talks in Riyadh on a possible ceasefire with Ukraine. The original deal allowed safe passage of Ukrainian grain and ended in 2023 when Russia withdrew.
Ukraine has since used its own corridor and river, rail and road routes, and war damage to its farm sector is estimated at $10.3 billion.
A restored deal would mainly affect the cost and security of Black Sea shipping. Because Ukraine's alternative routes are already working, the expected price effect is limited.
過去の中立な地政学イベント38件の後、小麦(SRW) は5営業日で中央値 +0.1% 動き(53% が上昇。中央50%は -1.6% から +1.5%)、20営業日では +0.8% 動きました。
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。