◂ 이벤트 타임라인

2022. 10. 31.지정학흑해

Palm rises over 4% after Russia pulls out of Black Sea export corridor - Markets

Malaysian palm oil futures jumped more than 4% on Monday after Russia withdrew from the UN-brokered Black Sea grain export deal following a Ukrainian drone attack on its Crimea fleet. Soyoil on the Chicago Board of Trade rose 2.3%.

Indonesia planned a crude palm oil reference price of $770.88 per tonne for Nov. 1-15.

중요한 이유

Withdrawal from the Black Sea deal threatens grain and sunflower oil shipments to import-dependent countries, supporting competing vegetable oils and grain prices.

영향 대상팜유▲대두유▲해바라기박▲밀 (SRW)▲

출처 1건
brecorder.comReuters2022. 10. 31.

가격 반응 및 이력

팜유▲상승현재까지1d +0.0%5d +11.7%20d +9.1%

과거 상승 지정학 이벤트 62건 이후, 팜유은 5거래일 동안 중앙값 +2.5% 변동(상승 74%; 중간 50% 범위 -0.1%~+5.8%), 20거래일 동안 +4.0%.

2022. 11. 1.Palm oil surges nearly 5% on worries over Black Sea supplies - Markets - Business Recorder+13.1%
2023. 7. 24.Palm oil up over news on Ukraine port attack - Markets - Business Recorder+0.1%
2022. 2. 23.Palm hits all-time high on supply concerns due to Ukraine crisis - Markets - Business Recorder+15.0%
2024. 10. 4.Palm surges on Middle East conflict, records highest weekly gain in 16 months - Markets - Business Recorder-0.1%
2026. 10. 1.Global vegetable oil prices seen rising on tighter supply, says analyst Mielke - Markets - Business Recorder-0.4%

대두유▲상승현재까지1d +0.8%5d +3.1%20d +0.8%

과거 상승 지정학 이벤트 110건 이후, 대두유은 5거래일 동안 중앙값 +1.8% 변동(상승 65%; 중간 50% 범위 -0.7%~+3.6%), 20거래일 동안 -0.4%.

2022. 11. 1.Palm oil surges nearly 5% on worries over Black Sea supplies - Markets - Business Recorder+4.0%
2023. 7. 24.Palm oil up over news on Ukraine port attack - Markets - Business Recorder+3.6%
2022. 2. 23.Palm hits all-time high on supply concerns due to Ukraine crisis - Markets - Business Recorder+3.8%
2024. 10. 4.Palm surges on Middle East conflict, records highest weekly gain in 16 months - Markets - Business Recorder-0.2%
2026. 10. 1.Global vegetable oil prices seen rising on tighter supply, says analyst Mielke - Markets - Business Recorder+2.3%

해바라기박▲상승

과거 비교 가능한 이벤트가 아직 부족해 이력 분석을 할 수 없습니다.

밀 (SRW)▲상승현재까지1d -4.9%5d -5.6%20d +2.4%

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%.

2026. 8. 31.Russian wheat export prices climb as Black Sea supplies shrink - Markets - Business Recorder+2.2%
2022. 11. 1.Palm oil surges nearly 5% on worries over Black Sea supplies - Markets - Business Recorder+7.3%
2022. 3. 21.Wheat rebounds on Black Sea supply worries; corn, soybeans rise 1% - Markets - Business Recorder+15.8%
2022. 2. 25.Euro tries to recover after tumbling on Russian invasion of Ukraine - Markets - Business Recorder+9.4%
2026. 7. 22.Chicago wheat jumps on renewed attacks on Black Sea ports - Markets - Business Recorder-1.8%

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.

연관 가격 변동

팜유+8.5%1개 기간 · 2022. 10. 31.까지4.4σ
Malaysian palm futures jumped over 4% on Oct 31 after Russia quit the Black Sea grain deal, raising fears for competing sunflower/vegetable oil supply and lifting palm and soyoil.
팜유+8.5%1개 기간 · 2022. 11. 1.까지4.0σ
Russia's Oct 31 withdrawal from the grain deal started the rally, and the momentum carried into Nov 1, though the move itself occurred the prior session.

팜유 PALMOIL · GP ▸

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