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

과거 상승 지정학 이벤트 361건 이후, 밀 (SRW)은 5거래일 동안 중앙값 +0.7% 변동(상승 58%; 중간 50% 범위 -1.4%~+3.7%), 20거래일 동안 +1.3%.

• 2026. 7. 15.French wheat prices hit record high amid Sea of Azov disruptions, EU heat wave | S&P Global+3.2%
• 2026. 9. 3.EXCLUSIVE: Asian buyers turn to Australian, Argentine wheat amid Black Sea disruptions | Reuters+0.7%
• 2023. 7. 20.Black Sea conflict boosts wheat prices in Southeast Asia, Australia | S&P Global-0.7%
• 2026. 7. 29.Wheat up 1%, rises for second session on Black Sea disruptions | ZAWYA-1.4%
• 2026. 10. 12.Black Sea disruption enters third month, pushes wheat buyers to alternative origins | World Ports Organization+3.7%

과거 상승 지정학 이벤트 94건 이후, 밀 (HRW)은 5거래일 동안 중앙값 +0.1% 변동(상승 50%; 중간 50% 범위 -2.7%~+5.8%), 20거래일 동안 +0.1%.

• 2026. 7. 15.French wheat prices hit record high amid Sea of Azov disruptions, EU heat wave | S&P Global+1.8%
• 2026. 9. 3.EXCLUSIVE: Asian buyers turn to Australian, Argentine wheat amid Black Sea disruptions | Reuters-1.3%
• 2026. 7. 29.Wheat up 1%, rises for second session on Black Sea disruptions | ZAWYA-2.7%
• 2026. 10. 12.Black Sea disruption enters third month, pushes wheat buyers to alternative origins | World Ports Organization-1.6%
• 2026. 7. 30.First Thing Today | Wheat rallies overnight on Black Sea shipping disruptions - Pro Farmer-1.7%