US Harvest Progress Caps Corn Gains as Black Sea Talks Pressure Wheat

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%.

• 2022. 3. 17.U.S. grains: May wheats limit-down as peace talks progress - Manitoba Co-operator+15.8%
• 2022. 11. 1.Wheat futures tumble after Russia rejoins Black Sea grain corridor deal - Fastmarkets+7.3%
• 2022. 10. 11.CBOT Wheat Futures Slide Amid Worries Over Black Sea Grain Trade+3.1%
• 2026. 8. 18.Problems with Russian Black Sea exports are starting to pressure Central Asian grain markets+0.4%
• 2026. 6. 17.Wheat markets shrug off US-Iran deal as freight, harvests take focus | S&P Global-1.6%

과거 중립 지정학 이벤트 31건 이후, 옥수수은 5거래일 동안 중앙값 -0.3% 변동(상승 42%; 중간 50% 범위 -2.3%~+1.1%), 20거래일 동안 +0.2%.

• 2023. 11. 22.Wheat jumps 1% to near 2-week high on Black Sea supply concerns - Markets - Business Recorder-3.5%
• 2022. 7. 14.Wheat, soybeans fall on expectations of progress in Ukraine shipping talks - Supply Chain Council of European Union | Scceu.org-12.5%
• 2026. 7. 29.Wheat up 1%, rises for second session on Black Sea disruptions | ZAWYA-3.5%
• 2026. 7. 30.First Thing Today | Wheat rallies overnight on Black Sea shipping disruptions - Pro Farmer-2.5%
• 2025. 3. 25.Russia, Ukraine agree to avoid attacks on grain ships, energy infrastructure on Black Sea-1.5%