Wheat Soars as Black Sea Conflict Reshapes the Grain Markets

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%.

• 2023. 4. 25.Wheat: All Eyes Are On Extension Of The Black Sea Grain Deal - TalkMarkets+0.0%
• 2017. 10. 3.Black Sea attacks revive fears of grain market turmoil - The Daily+4.7%
• 2026. 7. 16.Wheat markets respond to Sea of Azov attacks - Grainews+3.9%
• 2023. 7. 20.Black Sea conflict boosts wheat prices in Southeast Asia, Australia | S&P Global-0.7%
• 2026. 7. 31.Wheat Futures Rally on Black Sea Escalation as Market Tests Key Resistance-1.7%

과거 상승 지정학 이벤트 323건 이후, 옥수수은 5거래일 동안 중앙값 +0.5% 변동(상승 57%; 중간 50% 범위 -1.5%~+2.9%), 20거래일 동안 +0.9%.

• 2017. 10. 3.Black Sea attacks revive fears of grain market turmoil - The Daily-0.7%
• 2022. 11. 1.Wheat futures tumble after Russia rejoins Black Sea grain corridor deal - Fastmarkets+0.0%
• 2026. 7. 31.Wheat Futures Rally on Black Sea Escalation as Market Tests Key Resistance-1.6%
• 2022. 3. 1.Why the Black Sea Matters to Commodity Markets+4.7%
• 2025. 12. 2.U.S. grains: Corn, wheat futures climb on Black Sea tensions - Grainews+0.5%

과거 상승 지정학 이벤트 72건 이후, 대두은 5거래일 동안 중앙값 +0.4% 변동(상승 60%; 중간 50% 범위 -1.0%~+2.5%), 20거래일 동안 -1.0%.

• 2024. 5. 21.Wheat prices soar as Black Sea crop causes concern | Dry Bulk-1.5%
• 2026. 7. 22.Chicago wheat jumps on renewed attacks on Black Sea ports - Markets - Business Recorder-0.6%
• 2022. 3. 21.Wheat rebounds on Black Sea supply worries; corn, soybeans rise 1% - Markets - Business Recorder+2.5%
• 2026. 7. 24.Grains Markets Hit New Highs on Black Sea Attacks, Crude Oil Rally-4.9%
• 2022. 3. 4.How strength in soybean prices is linked to the Black Sea conflict+1.2%