◂ 이벤트 타임라인

2026. 10. 1.지정학흑해

War Throttles Black Sea Grain Exports, Threatening Food Supplies

Drone and missile attacks on ports and vessels in the Black Sea region have throttled wheat and corn exports from both Russia and Ukraine. U.S. wheat futures have reached three-year highs in recent weeks, and analysts warn of food inflation if the bottleneck persists.

중요한 이유

Lost Black Sea supply pushes buyers toward other origins, lifting wheat and corn futures and raising feed costs for livestock producers.

영향 대상밀 (SRW)▲옥수수▲

출처 1건
wsj.comAlexander Osipovich2026. 10. 1.

가격 반응 및 이력

밀 (SRW)▲상승현재까지1d +0.2%5d -2.9%20d +0.5%

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%.

2023. 3. 17.Russia Still Slow-Walking Ukraine Food Exports in Black Sea Grain Deal-3.7%
2022. 2. 25.Grain exporters tap EU supplies as war shuts Ukraine ports -traders+9.4%
2026. 6. 19.Rising Attacks on Ukrainian Black Sea Ports Threaten Grain Export Capacity and Global Supply | Tridge Insights-1.6%
2026. 7. 31.EXCLUSIVE: Russian grain lobby says Kyiv's attacks threaten Black Sea exports, global food security | Reuters-1.0%
2018. 11. 27.Chokepoint Blockade Exposes Supply Risk for Black Sea Grain+1.5%

옥수수▲상승현재까지1d +0.2%5d -1.2%20d -6.7%

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%.

2023. 3. 17.Russia Still Slow-Walking Ukraine Food Exports in Black Sea Grain Deal-1.0%
2022. 2. 25.Grain exporters tap EU supplies as war shuts Ukraine ports -traders+6.6%
2026. 6. 19.Rising Attacks on Ukrainian Black Sea Ports Threaten Grain Export Capacity and Global Supply | Tridge Insights-1.1%
2022. 2. 24.Ukraine shuts ports as conflict threatens grain supplies | Reuters+6.5%
2020. 12. 1.Chokepoint Blockade Exposes Supply Risk for Black Sea Grain | Feed & Grain-0.4%

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.

밀 (SRW) WHEAT · GP ▸

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옥수수 CORN · GP ▸

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