
USDA forecasts 2026-27 global sunflower seed production up 12% to 62.06 million tonnes, after two years of dry-weather shortfalls. Global seed stocks are projected to rise 38%, and sunflower oil output is forecast at 23.5 million tonnes.
A larger crop and rising stocks point to more sunflower oil and meal supply, which is bearish for sunflower product prices and could let sunflower products gain market share.
After 146 past bearish report events, Soybean Oil moved a median -0.0% over 5 sessions (49% higher; middle half -1.8% to +1.9%), and +0.4% over 20.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
USDA's forecast of a 12% rise in 2026-27 sunflower seed output and a 38% rise in stocks points to larger meal availability, a bearish sentiment driver.