Insight: Global crop problems point to years of high food prices

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. 21.Insight: Wheat prices soar on Ukraine fears, but U.S. growers can't cash in | Reuters+15.8%
• 2022. 2. 23.Winter Wheat Prices Touch 9-Year High on Russia, Ukraine Fears - Bloomberg+6.4%
• 2026. 8. 28.Corn and wheat prices jump to highest prices in more than three years+3.3%
• 2026. 3. 5.How the Iran war could create a ‘fertiliser shock’ – an often ignored global risk to food prices and farming+1.7%
• 2022. 2. 24.Dollar jumps to near two-year high as Russia invades Ukraine | Reuters+6.8%

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%.

• 2021. 9. 21.Food prices poised to surge with fertilizer at highest in years+1.8%
• 2023. 1. 12.Corn prices to stay elevated as global supplies ‘remain tight’+2.2%
• 2022. 2. 23.Winter Wheat Prices Touch 9-Year High on Russia, Ukraine Fears - Bloomberg+7.5%
• 2026. 8. 28.Corn and wheat prices jump to highest prices in more than three years+0.6%
• 2026. 3. 5.How the Iran war could create a ‘fertiliser shock’ – an often ignored global risk to food prices and farming+2.4%

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%.

• 2023. 7. 17.Russia-Ukraine grain deal: What does it mean for global food prices+0.4%
• 2022. 4. 22.Winds Of War, Drought Push New-Crop Corn, Soybean Prices Higher-2.4%
• 2023. 7. 20.Grain prices rise after Russian pullout of Black Sea deal sparks food crisis fears | Commodities | The Guardian+3.7%
• 2022. 2. 24.Food inflation risks balloon as prices of wheat to palm oil soar | INTERNATIONAL ECONOMY NEWS - Business Standard+0.1%
• 2026. 3. 6.U.S. Grain/Oilseed Review: Fears of oil shortage drives up prices | The Western Producer+4.2%

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%.

• 2021. 9. 21.Food prices poised to surge with fertilizer at highest in years+2.7%
• 2022. 3. 21.Fertiliser prices hit new highs as multiple problems affect global supplies | Food security | The Guardian+2.5%
• 2026. 3. 3.Global oil and gas prices soar as Iran crisis disrupts shipping, production | Reuters+10.0%
• 2026. 5. 6.Nutrien posts higher profit as prices rise, flags tight nitrogen supply | Reuters-4.5%
• 2026. 3. 5.How the Iran war could create a ‘fertiliser shock’ – an often ignored global risk to food prices and farming+3.0%