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Wheat futures are trading at levels last seen in early 2023 as attacks on Black Sea ports, grain terminals and vessels disrupt regional exports. Russia and Ukraine together account for about 27% of global wheat exports, and the International Grains Council describes their exports as at a standstill.
Chicago wheat is up about 30% since early July.
With roughly a quarter of world wheat exports disrupted, the supply gap is large enough to lift global benchmark prices and pass through to feed and food costs. Prices remain below 2022 peaks, limiting the scale of the rally.
axios.comEmily Peck2026. 9. 3.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%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.
