U.S. grains: Wheat up off two-week low on Ukraine export uncertainty

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. 8. 1.Ukraine's Black Sea ports lose a third of grain export capacity, farmers' union says-0.8%
• 2026. 8. 25.Grain exports stall as Ukraine steps up attacks on Russia+1.7%
• 2023. 3. 1.Talks on extending Black Sea grain deal start in a week - Ukraine-1.6%
• 2018. 8. 29.U.S. grains: Wheat soars on new rumours of Russian export curbs - Manitoba Co-operator+5.6%
• 2022. 7. 25.Wheat prices rise as missile strike threatens Ukraine export pact-9.5%

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%.

• 2018. 8. 29.U.S. grains: Wheat soars on new rumours of Russian export curbs - Manitoba Co-operator+0.5%
• 2022. 7. 25.Wheat prices rise as missile strike threatens Ukraine export pact+6.6%
• 2023. 2. 10.U.S. Wheat Futures Jump on Ukraine, Russia Shipment Concerns+2.2%
• 2022. 9. 30.Rabo ups wheat price forecasts amid Ukraine export fears, lifts robusta hopes too - Grain Price News-0.2%
• 2022. 3. 24.Uncertainty dominates global, US wheat markets | World Grain-6.0%

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%.

• 2025. 12. 24.Ukraine’s grain export landscape — Breakwave Advisors-1.0%
• 2024. 2. 29.Food as the “Silent Weapon”: Russia’s Gains and Ukraine’s Losses+3.7%
• 2024. 6. 22.How Russia Exports Ukrainian Grain As Its Own: An Investigation-7.2%
• 2022. 7. 14.Wheat, soybeans fall on expectations of progress in Ukraine shipping talks - Supply Chain Council of European Union | Scceu.org-12.5%
• 2025. 3. 25.Russia, Ukraine agree to avoid attacks on grain ships, energy infrastructure on Black Sea-1.5%