
Reuters reported that Russia is interested in resuming the Black Sea Grain Initiative during US-led talks in Riyadh on a possible ceasefire with Ukraine. The original deal allowed safe passage of Ukrainian grain and ended in 2023 when Russia withdrew.
Ukraine has since used its own corridor and river, rail and road routes, and war damage to its farm sector is estimated at $10.3 billion.
A restored deal would mainly affect the cost and security of Black Sea shipping. Because Ukraine's alternative routes are already working, the expected price effect is limited.
과거 중립 지정학 이벤트 38건 이후, 밀 (SRW)은 5거래일 동안 중앙값 +0.1% 변동(상승 53%; 중간 50% 범위 -1.6%~+1.5%), 20거래일 동안 +0.8%.
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.