흑해 항만 정체로 러시아 곡물 수출 4분의 1 수준으로 급감

과거 상승 물류 이벤트 283건 이후, 밀 (SRW)은 5거래일 동안 중앙값 -0.2% 변동(상승 46%; 중간 50% 범위 -1.4%~+1.3%), 20거래일 동안 -0.1%.

• 2026. 8. 31.Russian grain exports shift to Baltic as Black Sea trade disrupted | Reuters+2.4%
• 2026. 10. 9.As Black Sea routes stall, Russian Baltic ports ramp up grain capacity by 170 per cent | World Ports Organization+4.0%
• 2026. 9. 12.Russia Turns to Far East to Export Grain Amid Black Sea Strikes - Bloomberg-1.2%
• 2026. 10. 6.Russia seeks alternative grain routes as Black Sea exports plunge, Ukrainian intelligence says-0.8%
• 2026. 8. 4.Russia’s grain exports fell 38% in July due to port attacks+0.1%

과거 비교 가능한 이벤트가 아직 부족해 이력 분석을 할 수 없습니다.

과거 상승 물류 이벤트 285건 이후, 옥수수은 5거래일 동안 중앙값 +0.1% 변동(상승 52%; 중간 50% 범위 -1.5%~+1.5%), 20거래일 동안 +0.8%.

• 2026. 8. 4.Russia’s grain exports fell 38% in July due to port attacks-0.5%
• 2022. 10. 31.Despite Russia's Black Sea Decision, Grain Still Shipping Out of Ukrainian Ports Monday-2.2%
• 2026. 10. 23.Even an elevenfold increase in Baltic port shipments fails to offset Russia’s loss of Black Sea export capacity-0.6%
• 2025. 8. 19.Ships Queue at Russian Grain Port+1.2%
• 2025. 12. 26.Ports Under Fire as Russia’s Drone and Missile Strikes Squeeze Ukraine’s Grain Exports – Ship Universe-1.8%