The Ukraine Conflict and Other Factors Contributing to High Commodity Prices and Food Insecurity

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%.

• 2023. 3. 27.Regional war, global consequences: Mounting damages to Ukraine’s agriculture and growing challenges for global food security | IFPRI+10.6%
• 2022. 4. 8.Food commodity prices hit unprecedented highs as Ukraine crisis festers-2.0%
• 2022. 3. 2.Wheat Prices Shoot to 14-Year High on Concerns over Conflict Between Russia and Ukraine - AgWeb+6.9%
• 2022. 4. 27.US wheat prices surge in wake of Russia-Ukraine conflict - High Plains Journal-1.9%
• 2026. 3. 5.How the Iran war could create a ‘fertiliser shock’ – an often ignored global risk to food prices and farming+1.7%

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%.

• 2023. 3. 27.Regional war, global consequences: Mounting damages to Ukraine’s agriculture and growing challenges for global food security | IFPRI+1.6%
• 2022. 4. 8.Food commodity prices hit unprecedented highs as Ukraine crisis festers-0.7%
• 2026. 3. 5.How the Iran war could create a ‘fertiliser shock’ – an often ignored global risk to food prices and farming+2.4%
• 2022. 4. 6.A fertilizer shortage, worsened by war in Ukraine, is driving up global food prices and scarcity-1.9%
• 2022. 5. 25.War in Ukraine to take large volumes of Black Sea wheat and corn off market in both current and next seasons – S&P Global Commodity Insights-2.8%

과거 상승 지정학 이벤트 110건 이후, 대두유은 5거래일 동안 중앙값 +1.8% 변동(상승 65%; 중간 50% 범위 -0.7%~+3.6%), 20거래일 동안 -0.4%.

• 2022. 4. 8.Food commodity prices hit unprecedented highs as Ukraine crisis festers-0.1%
• 2024. 11. 6.Ukraine: Agricultural Policy Monitoring and Evaluation 2024 | OECD+2.9%
• 2025. 6. 15.FACTBOX: Agriculture, metal markets wary of trade routes as Israel-Iran conflict heats up+4.7%
• 2026. 2. 28.What the Iran attack means for oil, fertilizer and ag commodities - Pro Farmer+4.6%
• 2026. 4. 2.Commodities market update: unrest and high prices • De Molenaar+1.8%

과거 상승 지정학 이벤트 205건 이후, 요소은 5거래일 동안 중앙값 +0.4% 변동(상승 53%; 중간 50% 범위 -2.1%~+3.0%), 20거래일 동안 -0.4%.

• 2023. 6. 9.The Ukraine Crisis and India’s Fertiliser Security - MP-IDSA+2.0%
• 2026. 3. 5.How the Iran war could create a ‘fertiliser shock’ – an often ignored global risk to food prices and farming+3.0%
• 2022. 3. 21.Fertiliser prices hit new highs as multiple problems affect global supplies | Food security | The Guardian+2.5%
• 2022. 4. 6.A fertilizer shortage, worsened by war in Ukraine, is driving up global food prices and scarcity-3.9%
• 2022. 3. 31.Exposure to the Russia-Ukraine conflict - BC Insight-1.0%