EXCLUSIVE: Asian buyers turn to Australian, Argentine wheat amid Black Sea disruptions

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. 9. 2.Black Sea disruptions push wheat to record high; Australia, North America demand up | S&P Global+1.0%
• 2026. 10. 12.Black Sea disruption enters third month, pushes wheat buyers to alternative origins | World Ports Organization+3.7%
• 2026. 7. 29.Wheat futures rise on Black Sea export disruptions By Investing.com-1.4%
• 2022. 2. 26.Black Sea Grain Export Disruptions Won't Be Easy to Replace, Analyst Says+12.1%
• 2026. 7. 29.Wheat up 1%, rises for second session on Black Sea disruptions | ZAWYA-1.4%

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. 9. 2.Black Sea disruptions push wheat to record high; Australia, North America demand up | S&P Global-4.1%
• 2026. 10. 12.Black Sea disruption enters third month, pushes wheat buyers to alternative origins | World Ports Organization-1.6%
• 2026. 7. 29.Wheat futures rise on Black Sea export disruptions By Investing.com-2.7%
• 2022. 2. 26.Black Sea Grain Export Disruptions Won't Be Easy to Replace, Analyst Says+35.4%
• 2026. 7. 29.Wheat up 1%, rises for second session on Black Sea disruptions | ZAWYA-2.7%