발트해 항구 선적량이 11배 늘어도 러시아의 흑해 수출 능력 상실을 상쇄하지 못해

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. 22.Russian grain exports collapse fourfold as Black Sea ports stall-0.7%
• 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. 2. 24.Russian wheat prices hold as storms snarl Black Sea shipments | World Ports Organization+0.6%

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. 10. 22.Russian grain exports collapse fourfold as Black Sea ports stall-1.2%
• 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. 8. 4.EXCLUSIVE: Ukraine turns to alternative grain export routes, counts losses as Russia blocks ports | Reuters-0.5%
• 2026. 7. 28.Ukraine: suspension of shipping to Black Sea ports and the associated risks | OSW Centre for Eastern Studies-1.7%