The rotten apples of Brazil's agribusiness

과거 중립 지정학 이벤트 20건 이후, 대두은 5거래일 동안 중앙값 -0.6% 변동(상승 45%; 중간 50% 범위 -2.2%~+1.5%), 20거래일 동안 +0.9%.

• 2023. 11. 22.Wheat jumps 1% to near 2-week high on Black Sea supply concerns - Markets - Business Recorder-2.2%
• 2022. 3. 14.Ahead of the Open | March 14, 2022 - Pro Farmer-1.3%
• 2022. 4. 5.Brazil Needs Potash and Belarus Is Looking for Ways to Supply It - Bloomberg+3.3%
• 2023. 7. 27.The increase in rapeseed prices in Ukraine has stopped-7.5%
• 2020. 10. 28.Reading the Soy Leaves: What Soybean Imports Say About China’s 2020 US Election Preferences – The Diplomat-2.1%

과거 지정학 이벤트 62건 이후, 대두박은 5거래일 동안 중앙값 -0.1% 변동(상승 47%; 중간 50% 범위 -2.4%~+3.0%), 20거래일 동안 -0.4%.

• 2022. 8. 27.Higher gas prices deepen Europe's fertiliser crunch, threaten food crisis | INTERNATIONAL ECONOMY NEWS - Business Standard-5.9%
• 2022. 3. 14.Palm plummets nearly 10% as rival Dalian oils, crude weaken - Markets - Business Recorder-1.7%
• 2022. 4. 5.Supply shock caused by Russian invasion of Ukraine puts strain on various EU agri-food sectors+0.5%
• 2026. 3. 12.China soybean buying: What U.S. farmers need to know now+0.6%

과거 지정학 이벤트 14건 이후, 생우은 5거래일 동안 중앙값 -0.5% 변동(상승 21%; 중간 50% 범위 -1.3%~-0.0%), 20거래일 동안 +0.2%.

• 2022. 3. 11.What will the war in Ukraine do to beef markets? - High Plains Journal+0.5%
• 2024. 6. 3.Nat-Gas Prices Soar as an Outage Cuts Norwegian Gas Supplies-0.1%