Yemen’s Red Sea ports could be key to ending conflict with Houthis

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%.

• 2022. 5. 26.Black Sea ports still the best way to get Ukraine's grain moving fast | Reuters-1.9%
• 2022. 3. 18.Black Sea conflict adds uncertainty to barley outlook - The Barley Bin+14.9%
• 2022. 3. 21.Ukraine could lose $6 bln in grain exports with ports blocked | Reuters+15.8%
• 2019. 12. 31.The Black Sea May Be the Key to Higher Wheat Prices - ProAg+0.6%
• 2026. 8. 20.FACTBOX: Black Sea grain trade strained by escalating Russia-Ukraine conflict | S&P Global-1.3%

과거 중립 지정학 이벤트 63건 이후, 원유 (Brent)은 5거래일 동안 중앙값 -0.5% 변동(상승 44%; 중간 50% 범위 -4.4%~+2.6%), 20거래일 동안 -2.7%.

• 2018. 7. 31.Aramco unlikely to reduce oil exports to West after Houthi attack, analysts say | The National-2.5%
• 2020. 11. 30.Opec set for annual meeting to discuss next phase of oil production policy | The National+3.5%
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• 2020. 1. 23.Opec+ to discuss all options at March meeting, Saudi energy minister says | The National-4.8%
• 2018. 9. 13.Oil trades below $70 as traders assess supply shortage | The National-0.6%