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Turkey and the UN announced that the Ukrainian Black Sea grain export deal was renewed on March 18, 2023, before its Saturday expiry. Russia said the extension was 60 days, while Ukraine said 120 days, and more than 11 million tonnes of farm products had shipped from three ports.
Renewal keeps Ukrainian corn and wheat flowing, reducing supply risk and weighing on feed grain prices. The disagreement over duration leaves a future risk of disruption.
aljazeera.com2023. 3. 18.과거 하락 지정학 이벤트 87건 이후, 옥수수은 5거래일 동안 중앙값 +0.1% 변동(상승 51%; 중간 50% 범위 -1.5%~+2.1%), 20거래일 동안 +0.3%.
과거 하락 지정학 이벤트 80건 이후, 밀 (SRW)은 5거래일 동안 중앙값 -0.4% 변동(상승 44%; 중간 50% 범위 -1.4%~+1.9%), 20거래일 동안 -0.5%.
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.
Coverage of the same extension, with Russia and Ukraine disagreeing on its length, shows that export flows were continuing, which supports a weekend-to-Monday sell-off.
