US corn planting seen down, soy acres up as Iran war inflates costs, analysts say

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. 4. 7.Fertilizer spike adds up to $35/acre for US corn as Iran crisis bites-2.5%
• 2026. 3. 16.Iran War: Asian feed millers take ‘wait‑and‑see’ approach as corn prices surge+2.4%
• 2022. 3. 1.Morning report: Corn buys back acres amidst Ukrainian planting uncertainty – The Seam+4.7%
• 2022. 3. 1.EU corn in demand as Ukraine war brings growing supply gap+4.7%
• 2026. 7. 15.Wheat Skyrockets as Black Sea Exports Threatened, Pulling up Corn and Soybeans - AgWeb+3.2%

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%.

• 2022. 3. 1.Morning report: Corn buys back acres amidst Ukrainian planting uncertainty – The Seam+1.8%
• 2026. 7. 15.Wheat Skyrockets as Black Sea Exports Threatened, Pulling up Corn and Soybeans - AgWeb+1.0%
• 2022. 5. 7.Soy boon for Argentina as Ukraine war boosts prices | The Straits Times+4.1%
• 2026. 8. 1.Wheat Soars, Pulling up Corn and Soybeans: Outside Markets See Fed Fallout-1.3%
• 2022. 9. 28.Wheat up on war worries; corn, soy also firm despite recession fears | Financial Post-1.7%

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%.

• 2022. 3. 1.Morning report: Corn buys back acres amidst Ukrainian planting uncertainty – The Seam+10.5%
• 2026. 7. 15.Wheat Skyrockets as Black Sea Exports Threatened, Pulling up Corn and Soybeans - AgWeb+4.5%
• 2026. 8. 1.Wheat Soars, Pulling up Corn and Soybeans: Outside Markets See Fed Fallout-0.8%
• 2022. 9. 28.Wheat up on war worries; corn, soy also firm despite recession fears | Financial Post+1.3%
• 2022. 1. 31.Grain exports likely disrupted in a Russian, Ukraine conflict, analyst says-1.7%