Grains edge higher as hopes for Black Sea ceasefire fade

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%.

• 2022. 4. 4.Grains gain as peace hopes fade in Ukraine – The Seam-7.3%
• 2026. 10. 1.Hunger on the Horizon: The New Black Sea Grain Crisis-2.9%
• 2022. 6. 15.Unblocking the Black Sea for Ukrainian Grain | RAND-2.3%
• 2026. 7. 31.Black Sea logistics crisis keeps grain markets on edge — Hectare Trading | The online marketplace for crops-1.0%
• 2018. 11. 27.Chokepoint Blockade Exposes Supply Risk for Black Sea Grain+1.5%

과거 상승 지정학 이벤트 323건 이후, 옥수수은 5거래일 동안 중앙값 +0.5% 변동(상승 57%; 중간 50% 범위 -1.5%~+2.9%), 20거래일 동안 +0.9%.

• 2022. 4. 4.Grains gain as peace hopes fade in Ukraine – The Seam+5.4%
• 2026. 10. 1.Hunger on the Horizon: The New Black Sea Grain Crisis-1.2%
• 2022. 6. 15.Unblocking the Black Sea for Ukrainian Grain | RAND-1.6%
• 2022. 3. 11.Analysis: Black Sea conflict may alter global trade patterns for grains, veg oil+2.7%
• 2020. 12. 1.Chokepoint Blockade Exposes Supply Risk for Black Sea Grain | Feed & Grain-0.4%

과거 상승 지정학 이벤트 72건 이후, 대두은 5거래일 동안 중앙값 +0.4% 변동(상승 60%; 중간 50% 범위 -1.0%~+2.5%), 20거래일 동안 -1.0%.

• 2022. 4. 4.Grains gain as peace hopes fade in Ukraine – The Seam+6.7%
• 2026. 7. 24.Grains Markets Hit New Highs on Black Sea Attacks, Crude Oil Rally-4.9%
• 2026. 7. 16.Wheat Soars as Black Sea Conflict Reshapes the Grain Markets | Agriculture of America+2.6%
• 2023. 7. 20.Palm oil futures hit four-month high as Black Sea tensions escalate+3.7%
• 2023. 5. 5.Black Sea tensions keep grain prices afloat-0.4%