Grain exports were not expected to be hit by Russia-Ukraine tensions in the Azov Sea, citing Russian ministry comments through TASS. Russia fired on and seized three Ukrainian navy ships on November 25, and Ukraine imposed martial law in parts of the country.
Ukraine's acting agriculture minister said grain shipments from Azov ports were unaffected so far and could be diverted to the Black Sea if needed.
Diversion options to Black Sea ports limit the risk to Ukrainian grain supply, so wheat prices are only slightly affected. Ongoing martial law and the seizure of ships keep a risk premium in freight and insurance.
과거 중립 지정학 이벤트 38건 이후, 밀 (SRW)은 5거래일 동안 중앙값 +0.1% 변동(상승 53%; 중간 50% 범위 -1.6%~+1.5%), 20거래일 동안 +0.8%.
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.