Chokepoint Blockade Exposes Supply Risk for Black Sea Grain

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%.

• 2018. 11. 27.Chokepoint Blockade Exposes Supply Risk for Black Sea Grain+1.5%
• 2026. 10. 1.War Throttles Black Sea Grain Exports, Threatening Food Supplies-2.9%
• 2022. 1. 25.Frost risk remains for Black Sea crops: Grain market daily | AHDB-2.1%
• 2022. 6. 15.Unblocking the Black Sea for Ukrainian Grain | RAND-2.3%
• 2022. 3. 18.Russia Blocks Ships Carrying Grain Exports | Feed & Grain+14.9%

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%.

• 2026. 10. 1.War Throttles Black Sea Grain Exports, Threatening Food Supplies-1.2%
• 2022. 6. 15.Unblocking the Black Sea for Ukrainian Grain | RAND-1.6%
• 2022. 3. 18.Russia Blocks Ships Carrying Grain Exports | Feed & Grain+0.0%
• 2020. 7. 9.Ukrainian farmers and grain exports hit hard by Russian blockade of Black Sea ports | Ukrainian Agrarian Confederation-5.2%
• 2022. 3. 10.Grains edge higher as hopes for Black Sea ceasefire fade – The Seam+2.5%