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Grain exports were not expected to be hit by Russia-Ukraine tensions in the Azov Sea, citing Russian ministry comments through TASS. Russia fired on and seized three Ukrainian navy ships on November 25, and Ukraine imposed martial law in parts of the country.
Ukraine's acting agriculture minister said grain shipments from Azov ports were unaffected so far and could be diverted to the Black Sea if needed.
Diversion options to Black Sea ports limit the risk to Ukrainian grain supply, so wheat prices are only slightly affected. Ongoing martial law and the seizure of ships keep a risk premium in freight and insurance.
world-grain.comSusan Reidy2018/11/30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。
