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Oil World analyst Thomas Mielke said global vegetable oil prices may rise into 2027 as disrupted Black Sea sunflower oil shipments coincide with declining South American soyoil exports. Sunflower oil shipments from Russia and Ukraine could run 300,000-350,000 mt below potential each month from October without a safe corridor.
A tighter sunflower and soyoil supply picture, plus India likely needing more palm oil, supports vegetable oil and protein-meal substitution costs for feed buyers.
brecorder.comReutersOct 1, 2026After 110 past bullish geopolitics events, Soybean Oil moved a median +1.8% over 5 sessions (65% higher; middle half -0.7% to +3.6%), and -0.4% over 20.
After 62 past bullish geopolitics events, Palm Oil moved a median +2.5% over 5 sessions (74% higher; middle half -0.1% to +5.8%), and +4.0% 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.
