◂ 이벤트 타임라인

2026. 8. 1.지정학흑해

Wheat Soars, Pulling up Corn and Soybeans: Outside Markets See Fed Fallout

Wheat futures jumped double digits on Thursday after three Russian export terminals restricted truck deliveries and Ukrainian exports from Odesa were reportedly limited. Barchart's Darin Newsom said Russia's plan to arm grain vessels and the fighting raise questions about Russian wheat exports, and that discounted Russian wheat may draw buyers like India and Egypt.

중요한 이유

Risk premium from halted Russian and Ukrainian exports supports wheat prices, with corn and soybeans following, though discounted Russian supply could limit upside.

영향 대상밀 (SRW)▲대두▲옥수수▲밀 (HRW)▲

출처 1건
agweb.comMichelle Rook2026. 8. 1.

가격 반응 및 이력

밀 (SRW)▲상승현재까지1d -0.5%5d -0.8%20d +5.0%

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. 7. 15.Wheat Skyrockets as Black Sea Exports Threatened, Pulling up Corn and Soybeans - AgWeb+4.5%
2022. 3. 21.Wheat rebounds on Black Sea supply worries; corn, soybeans rise 1% - Markets - Business Recorder+15.8%
2022. 2. 28.Wheat jumps most in a decade; corn, soybeans firm on supply woes | Financial Post+12.1%
2022. 3. 21.U.S. wheat, corn, soy rally on concerns about Ukraine-Russia fighting | Financial Post+15.8%
2022. 10. 31.Wheat up 6% after Russia quits Black Sea pact; corn, soy firm | Reuters-5.6%

대두▲상승현재까지1d -0.3%5d -1.3%20d +8.9%

과거 상승 지정학 이벤트 72건 이후, 대두은 5거래일 동안 중앙값 +0.4% 변동(상승 60%; 중간 50% 범위 -1.0%~+2.5%), 20거래일 동안 -1.0%.

2026. 7. 15.Wheat Skyrockets as Black Sea Exports Threatened, Pulling up Corn and Soybeans - AgWeb+1.0%
2022. 3. 21.Wheat rebounds on Black Sea supply worries; corn, soybeans rise 1% - Markets - Business Recorder+2.5%
2022. 2. 28.Wheat jumps most in a decade; corn, soybeans firm on supply woes | Financial Post+5.4%
2022. 3. 21.U.S. wheat, corn, soy rally on concerns about Ukraine-Russia fighting | Financial Post+2.5%
2026. 7. 16.Wheat Soars as Black Sea Conflict Reshapes the Grain Markets | Agriculture of America+2.6%

옥수수▲상승현재까지1d +0.8%5d -0.6%20d +10.8%

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. 7. 15.Wheat Skyrockets as Black Sea Exports Threatened, Pulling up Corn and Soybeans - AgWeb+3.2%
2022. 3. 21.Wheat rebounds on Black Sea supply worries; corn, soybeans rise 1% - Markets - Business Recorder+1.5%
2022. 2. 28.Wheat jumps most in a decade; corn, soybeans firm on supply woes | Financial Post+10.4%
2022. 3. 21.U.S. wheat, corn, soy rally on concerns about Ukraine-Russia fighting | Financial Post+1.5%
2022. 10. 31.Wheat up 6% after Russia quits Black Sea pact; corn, soy firm | Reuters-2.2%

밀 (HRW)▲상승현재까지1d +1.4%5d +0.9%20d +17.0%

과거 상승 지정학 이벤트 94건 이후, 밀 (HRW)은 5거래일 동안 중앙값 +0.1% 변동(상승 50%; 중간 50% 범위 -2.7%~+5.8%), 20거래일 동안 +0.1%.

2026. 7. 15.Wheat Skyrockets as Black Sea Exports Threatened, Pulling up Corn and Soybeans - AgWeb+10.4%
2022. 10. 31.Wheat up 6% after Russia quits Black Sea pact; corn, soy firm | Reuters+3.1%
2022. 2. 24.AgriMarketing.com - Wheat Prices Soar Following Russia's Invasion Of Ukraine+17.5%
2026. 8. 29.Prairie Wheat and Barley Prices Rise During Harvest as Global Supply Concerns Support Markets-5.0%
2026. 7. 20.Wheat Climbs on Black Sea Risk, Soybeans Firm as China Returns+1.8%

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.

밀 (SRW) WHEAT · GP ▸

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대두 SOY · GP ▸

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