Russia and Ukraine separately agreed to avoid strikes on Black Sea commercial ships and to work toward banning attacks on each other's energy infrastructure, according to a US announcement after talks in Saudi Arabia. The White House said the US would help restore Russia's access to world agricultural and fertilizer markets.
Traders expect no major change in Ukrainian grain trade flows.
Lower shipping risk in the Black Sea can ease war-risk insurance and freight costs, slightly reducing the risk premium in wheat and corn export prices. Traders say the actual effect on Ukrainian grain flows is likely small.
在过去 80 次看跌的地缘政治事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.4%(44% 上涨;中间一半区间为 -1.4% 至 +1.9%),20 个交易日内为 -0.5%。
在过去 31 次中性的地缘政治事件之后,玉米 在 5 个交易日内中位数变动 -0.3%(42% 上涨;中间一半区间为 -2.3% 至 +1.1%),20 个交易日内为 +0.2%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。