Wheat Continues Surge on Black Sea Supply Concerns as Ukraine-Russia Crisis Continues

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. 7. 27.Black Sea grain trapped as Russia, Ukraine attacks continue | World Grain-2.0%
• 2022. 3. 1.Concerns rise over Black Sea spring crops amid Russia-Ukraine war | Reuters+10.5%
• 2023. 2. 10.U.S. Wheat Futures Jump on Ukraine, Russia Shipment Concerns-2.5%
• 2022. 3. 21.U.S. wheat, corn, soy rally on concerns about Ukraine-Russia fighting | Financial Post+15.8%
• 2023. 7. 20.Wheat prices soar as Russia-Ukraine tensions stoke food crisis fears-0.7%

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%.

• 2022. 3. 1.Concerns rise over Black Sea spring crops amid Russia-Ukraine war | Reuters+4.7%
• 2023. 2. 10.U.S. Wheat Futures Jump on Ukraine, Russia Shipment Concerns-0.6%
• 2022. 3. 21.U.S. wheat, corn, soy rally on concerns about Ukraine-Russia fighting | Financial Post+1.5%
• 2023. 7. 20.Wheat prices soar as Russia-Ukraine tensions stoke food crisis fears+9.4%
• 2026. 7. 16.Russia and Ukraine strike vessels in Black Sea, wheat prices jump+3.1%

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%.

• 2022. 3. 21.U.S. wheat, corn, soy rally on concerns about Ukraine-Russia fighting | Financial Post+2.5%
• 2024. 5. 21.Wheat prices soar as Black Sea crop causes concern | Dry Bulk-1.5%
• 2022. 2. 24.Wheat, soybeans hit nine-year highs as Russia invades Ukraine+0.1%
• 2026. 7. 20.Wheat Climbs on Black Sea Risk, Soybeans Firm as China Returns+3.6%
• 2022. 3. 21.Wheat rebounds on Black Sea supply worries; corn, soybeans rise 1% - Markets - Business Recorder+2.5%