Russia Offers Rail Subsidies as Drone Attacks Hit Grain Exports

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%.

• 2026. 1. 8.Ukraine Grain Exports Drop 16% in December as Russian Strikes Hit Ports - Bloomberg-0.2%
• 2026. 8. 25.Grain exports stall as Ukraine steps up attacks on Russia+1.7%
• 2022. 2. 24.Ukraine Russia Invasion: Commodity Exports in Chaos as Rail and Ports Close - Bloomberg+6.8%
• 2026. 6. 15.Focus: Russian attacks could cut Ukraine grain exports by a third | Reuters+3.6%
• 2026. 1. 1.Russian attacks on Ukrainian ports cause drop in food exports+0.7%

과거 상승 지정학 이벤트 323건 이후, 옥수수은 5거래일 동안 중앙값 +0.5% 변동(상승 57%; 중간 50% 범위 -1.5%~+2.9%), 20거래일 동안 +0.9%.

• 2026. 1. 8.Ukraine Grain Exports Drop 16% in December as Russian Strikes Hit Ports - Bloomberg-3.4%
• 2022. 2. 24.Ukraine Russia Invasion: Commodity Exports in Chaos as Rail and Ports Close - Bloomberg+6.5%
• 2026. 6. 15.Focus: Russian attacks could cut Ukraine grain exports by a third | Reuters-0.8%
• 2026. 1. 1.Russian attacks on Ukrainian ports cause drop in food exports+0.6%
• 2022. 3. 18.Russia Blocks Ships Carrying Grain Exports | Feed & Grain+0.0%