Wheat Futures Tumble as Export Buyers Rocked by War in Iran -- Daily Grain Highlights

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. 11. 1.Wheat futures tumble after Russia rejoins Black Sea grain corridor deal - Fastmarkets+7.3%
• 2022. 11. 2.Grain export corridor update, Russia resumes: Grain market daily | AHDB+6.5%
• 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%
• 2022. 10. 11.CBOT Wheat Futures Slide Amid Worries Over Black Sea Grain Trade+3.1%

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%.

• 2018. 12. 1.Keeping an eye on Argentina for direction — This week in the grain markets - RealAgriculture+6.8%
• 2024. 6. 22.How Russia Exports Ukrainian Grain As Its Own: An Investigation-7.2%
• 2025. 2. 14.Wheat, the Dog of the Grain Complex, Rallies to New Highs for the Move - AgWeb+1.4%
• 2023. 11. 22.Wheat jumps 1% to near 2-week high on Black Sea supply concerns - Markets - Business Recorder-3.5%
• 2023. 10. 26.U.S. grains: Wheat up off two-week low on Ukraine export uncertainty - AgCanada-3.5%

과거 중립 지정학 이벤트 20건 이후, 대두은 5거래일 동안 중앙값 -0.6% 변동(상승 45%; 중간 50% 범위 -2.2%~+1.5%), 20거래일 동안 +0.9%.

• 2025. 12. 3.Grain Market Report 3rd December - Irish Farmers' Association-3.3%
• 2018. 12. 1.Keeping an eye on Argentina for direction — This week in the grain markets - RealAgriculture+1.7%
• 2023. 11. 22.Wheat jumps 1% to near 2-week high on Black Sea supply concerns - Markets - Business Recorder-2.2%
• 2022. 2. 26.Black Sea Grain Export Disruptions Won't Be Easy to Replace, Analyst Says+5.4%
• 2024. 2. 26.Ukraine and global agricultural markets two years later | IFPRI+0.9%