◂ 이벤트 타임라인

2026. 3. 10.지정학글로벌

Russia resumes grain exports to Iran via Caspian Sea, sources say

Russian companies have resumed grain exports to Iran via the Caspian Sea after a pause caused by the US-Israeli war on Iran and the closure of the Strait of Hormuz. Black Sea exports to Iran remain stalled, and falling Caspian water levels are affecting trade.

Iran is Russia's third-largest grain buyer.

중요한 이유

Rerouting Russian grain to Iran via the Caspian supports Russian wheat export demand, but stalled Black Sea shipments and water-level constraints limit volumes, leaving the price effect modest.

영향 대상밀 (SRW)▲

출처 1건
reuters.comOlga Popova2026. 3. 10.

가격 반응 및 이력

밀 (SRW)▲상승현재까지1d -0.9%5d -1.3%20d -1.1%

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. 7. 17.Black Sea grain deal expires after Russia quits | Reuters+2.4%
2023. 6. 1.Ukraine says Russia again blocking Black Sea grain export deal | Reuters-3.6%
2026. 2. 19.Ukraine's grain, iron ore exports hit by Russian strikes on ports this winter | Reuters+1.8%
2026. 6. 15.Focus: Russian attacks could cut Ukraine grain exports by a third | Reuters+3.6%
2026. 7. 31.EXCLUSIVE: Russian grain lobby says Kyiv's attacks threaten Black Sea exports, global food security | Reuters-1.0%

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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