Droughts, Ukraine war push global grain stocks toward worrying decade low

과거 상승 날씨 이벤트 1,072건 이후, 밀 (SRW)은 5거래일 동안 중앙값 +0.2% 변동(상승 55%; 중간 50% 범위 -1.4%~+2.3%), 20거래일 동안 +0.3%.

• 2025. 1. 29.Drought, low prices to drop Mexico’s grain production | World Grain+0.6%
• 2018. 10. 10.Eastern drought pushes Australian winter crop forecast lower - Grain Central+8.2%
• 2017. 7. 11.ABN Amro: Grain prices higher due to US drought • De Molenaar-2.0%
• 2026. 9. 10.Drought Grows South, Rain Helping Northward Through Next Week-0.9%
• 2018. 9. 11.Drought lowers Australian grain forecast | 2018-09-11 | World Grain-7.4%

과거 상승 날씨 이벤트 1,465건 이후, 옥수수은 5거래일 동안 중앙값 +0.2% 변동(상승 54%; 중간 50% 범위 -1.4%~+1.9%), 20거래일 동안 +0.9%.

• 2025. 1. 29.Drought, low prices to drop Mexico’s grain production | World Grain+1.0%
• 2025. 3. 25.Global corn stocks low and falling - prices to rise-1.5%
• 2023. 9. 4.Crop tour sees lower soybean estimates due to drought, record heat | World Grain+0.4%
• 2021. 7. 6.Weather, tight stocks dictate grain markets-1.9%
• 2026. 9. 10.Drought Grows South, Rain Helping Northward Through Next Week+4.3%