Ports Under Fire as Russia’s Drone and Missile Strikes Squeeze Ukraine’s Grain Exports

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. 3. 17.Russian Strikes Create ‘Extreme Uncertainty’ for Ukraine’s Grain Exporters, Doubling Logistics Costs+1.4%
• 2026. 8. 4.EXCLUSIVE: Ukraine turns to alternative grain export routes, counts losses as Russia blocks ports | Reuters-0.5%
• 2021. 5. 24.Strike Hits Grain Exports at Argentine Port | Feed & Grain-0.3%
• 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%

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. 3. 17.Russian Strikes Create ‘Extreme Uncertainty’ for Ukraine’s Grain Exporters, Doubling Logistics Costs-0.6%
• 2018. 12. 5.Caught in Russia-Ukraine storm: a cargo ship and tonnes of grain-0.1%
• 2026. 8. 4.EXCLUSIVE: Ukraine turns to alternative grain export routes, counts losses as Russia blocks ports | Reuters+0.1%
• 2026. 10. 22.Russian grain exports collapse fourfold as Black Sea ports stall-0.7%
• 2026. 8. 4.Russia’s grain exports fell 38% in July due to port attacks+0.1%

과거 상승 물류 이벤트 85건 이후, 대두유은 5거래일 동안 중앙값 +0.7% 변동(상승 64%; 중간 50% 범위 -1.3%~+2.7%), 20거래일 동안 +3.1%.

• 2021. 6. 3.Argentine oilseed and grain shipments under threat from new strike…+2.9%
• 2018. 2. 9.Ships Queue as Truck Strike Slows Argentina Grain Exports-1.6%
• 2025. 4. 9.Strike halts grain ship traffic at Argentina's Rosario ports+3.2%
• 2020. 11. 9.Argentine Grain Port Workers Strike Over Wages+5.1%
• 2018. 6. 25.Argentina's grain exports halt in strike against Macri - Grainews-0.3%

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