Wheat Climbs on Black Sea Risk, Soybeans Firm as China Returns

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%.

• 2025. 12. 2.U.S. grains: Corn, wheat futures climb on Black Sea tensions - Grainews-1.2%
• 2022. 3. 21.Wheat rebounds on Black Sea supply worries; corn, soybeans rise 1% - Markets - Business Recorder+15.8%
• 2022. 10. 31.Wheat up 6% after Russia quits Black Sea pact; corn, soy firm | Reuters-5.6%
• 2023. 5. 4.Wheat climbs to one-week high on Black Sea supply concerns - Markets - Business Recorder-1.4%
• 2022. 2. 28.Wheat Continues Surge on Black Sea Supply Concerns as Ukraine-Russia Crisis Continues+12.1%

과거 상승 지정학 이벤트 94건 이후, 밀 (HRW)은 5거래일 동안 중앙값 +0.1% 변동(상승 50%; 중간 50% 범위 -2.7%~+5.8%), 20거래일 동안 +0.1%.

• 2022. 10. 31.Wheat up 6% after Russia quits Black Sea pact; corn, soy firm | Reuters+3.1%
• 2026. 7. 29.Wheat futures rise on Black Sea export disruptions By Investing.com-2.7%
• 2026. 7. 15.Wheat Skyrockets as Black Sea Exports Threatened, Pulling up Corn and Soybeans - AgWeb+10.4%
• 2026. 8. 31.Wheat: Black Sea risks are driving up wheat prices-5.0%
• 2026. 7. 29.Wheat up 1%, rises for second session on Black Sea disruptions | ZAWYA-2.7%

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%.

• 2022. 3. 21.Wheat rebounds on Black Sea supply worries; corn, soybeans rise 1% - Markets - Business Recorder+2.5%
• 2022. 2. 28.Wheat Continues Surge on Black Sea Supply Concerns as Ukraine-Russia Crisis Continues+5.4%
• 2026. 7. 15.Wheat Skyrockets as Black Sea Exports Threatened, Pulling up Corn and Soybeans - AgWeb+1.0%
• 2022. 2. 28.Wheat jumps most in a decade; corn, soybeans firm on supply woes | Financial Post+5.4%
• 2026. 7. 22.Chicago wheat jumps on renewed attacks on Black Sea ports - Markets - Business Recorder-0.6%