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2026. 3. 2.지정학글로벌

Cattle and Grains See Risk Off Selling on Iran Conflict: Have Cattle Topped?

Cattle and grain futures traded lower early Monday as risk-off selling spread after the US and Israel attacked Iran over the weekend. Energy prices rose and the dollar strengthened.

Cattle futures were recovering somewhat as stock markets improved.

중요한 이유

Macro risk aversion and a stronger dollar typically weigh on commodity futures, while higher energy costs can affect feed and transport. The analyst expects the conflict to be bullish for cattle only if it fades quickly.

영향 대상생우▼비육용 소▼원유 (WTI)▲원유 (Brent)▲미국 달러 (광의 지수)▲

출처 1건
farmjournal.farm-journal.production.k1.m1.brightspot.cloud2026. 3. 2.

가격 반응 및 이력

생우▼하락현재까지1d -3.1%5d -2.8%20d -3.5%

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%.

2026. 3. 9.Grains Retreat Following Energies, See Farmer Selling: Cattle Plunge - AgWeb-1.4%
2026. 3. 2.The U.S.-Iran War Has Hit Cattle. How Much Lower Will Prices Go?-2.8%
2022. 3. 9.Cattle Input Prices Surge | Ohio BEEF Cattle Letter-0.2%
2020. 3. 9.U.S. livestock: Cattle futures dive, led by energy, equity markets - AgCanada-5.6%
2023. 7. 24.After the Bell | July 24, 2023 - Pro Farmer-0.0%

비육용 소▼하락현재까지1d +0.5%5d +0.1%20d +1.7%

과거 하락 지정학 이벤트 10건 이후, 비육용 소은 5거래일 동안 중앙값 +0.1% 변동(상승 60%; 중간 50% 범위 -1.9%~+2.8%), 20거래일 동안 +0.7%.

2026. 3. 2.The U.S.-Iran War Has Hit Cattle. How Much Lower Will Prices Go?+0.1%
2022. 11. 15.CME feeder cattle approach one-month low as corn jumps | Financial Post+3.2%
2022. 3. 28.Cattle market frustrates, but fundamentals are better this spring – The Seam+3.3%
2022. 3. 9.Cattle Input Prices Surge | Ohio BEEF Cattle Letter+1.5%
2020. 3. 9.U.S. livestock: Cattle futures dive, led by energy, equity markets - AgCanada-13.5%

원유 (WTI)▲상승현재까지1d +6.2%5d +35.6%20d +50.4%

과거 상승 지정학 이벤트 626건 이후, 원유 (WTI)은 5거래일 동안 중앙값 +2.1% 변동(상승 62%; 중간 50% 범위 -2.3%~+8.5%), 20거래일 동안 +1.6%.

2026. 3. 9.Grains Retreat Following Energies, See Farmer Selling: Cattle Plunge - AgWeb+8.5%
2025. 6. 13.Risk of regional conflict drives oil price surge after Israel's strike on Iran+10.2%
2026. 3. 5.How the Iran war could create a ‘fertiliser shock’ – an often ignored global risk to food prices and farming+16.5%
2026. 3. 1.Oil jumps 10% on Iran conflict and could spike to $100 a barrel, analysts say | Reuters+35.6%
2026. 3. 2.Dollar Gains as Iran Conflict Spreads. Why the Greenback Is a Haven Again. - Barron's+35.6%

원유 (Brent)▲상승현재까지1d +7.8%5d +31.0%20d +62.6%

과거 상승 지정학 이벤트 656건 이후, 원유 (Brent)은 5거래일 동안 중앙값 +1.9% 변동(상승 63%; 중간 50% 범위 -2.7%~+6.6%), 20거래일 동안 +0.7%.

2026. 3. 9.Grains Retreat Following Energies, See Farmer Selling: Cattle Plunge - AgWeb+9.5%
2025. 6. 13.Risk of regional conflict drives oil price surge after Israel's strike on Iran+12.0%
2026. 3. 5.How the Iran war could create a ‘fertiliser shock’ – an often ignored global risk to food prices and farming+12.3%
2026. 3. 1.Oil jumps 10% on Iran conflict and could spike to $100 a barrel, analysts say | Reuters+31.0%
2026. 3. 5.Oil settles up around 5% on supply concerns as Iran conflict widens | Reuters+12.3%

각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.

연관 가격 변동

미국 달러 (광의 지수)+0.7%1개 기간 · 2026. 3. 2.까지3.3σ
Confirms dollar strength and risk-off selling on 2026-03-02 following the weekend attack on Iran, though the focus is on cattle and grains.
생우-3.1%1개 기간 · 2026. 3. 2.까지-5.9σ
Weekend US/Israel strikes on Iran triggered risk-off selling and a stronger dollar that pressured cattle futures early Monday.

생우 LCATTLE · GP ▸

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비육용 소 FCATTLE · GP ▸

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