# Global vegetable oil prices seen rising on tighter supply, says analyst Mielke - Markets - Business Recorder

> 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.

- Date: 2026-10-01 · published 2026-10-01T12:00:00.000Z
- Category: geopolitics · region Black Sea · magnitude medium
- Page: https://feedsoft.ai/events/17180-global-vegetable-oil-prices-seen-rising-on-tighter-supply-says-analyst-mielke
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Palm Oil](https://feedsoft.ai/c/PALMOIL.md), [Sunflower Meal](https://feedsoft.ai/c/SUNMEAL.md)

## Why it matters

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.

## Read by commodity

- SBO: bullish ▲
- PALMOIL: bullish ▲
- SUNMEAL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2026-07-24 | [Physical oil prices jump with some nearing $110 as Iran, Ukraine wars hit supply - Markets - Business Recorder](https://feedsoft.ai/events/11578-physical-oil-prices-jump-with-some-nearing-110-as-iran-ukraine-wars-hit-supply.md) | -6.6% | -2.1% |
| SBO | 2022-11-01 | [Palm oil surges nearly 5% on worries over Black Sea supplies - Markets - Business Recorder](https://feedsoft.ai/events/8072-palm-oil-surges-nearly-5-on-worries-over-black-sea-supplies-markets-business.md) | +4.0% | +0.2% |
| SBO | 2022-02-23 | [Palm hits all-time high on supply concerns due to Ukraine crisis - Markets - Business Recorder](https://feedsoft.ai/events/42798-palm-hits-all-time-high-on-supply-concerns-due-to-ukraine-crisis-markets.md) | +3.8% | -0.7% |
| SBO | 2022-02-23 | [Palm oil futures hit all-time high on bullish global energy, vegetable oil markets](https://feedsoft.ai/events/8760-palm-oil-futures-hit-all-time-high-on-bullish-global-energy-vegetable-oil.md) | +3.8% | -0.7% |
| SBO | 2022-05-03 | [The impact of the Ukraine crisis on the global vegetable oil market \| IFPRI](https://feedsoft.ai/events/41484-the-impact-of-the-ukraine-crisis-on-the-global-vegetable-oil-market-ifpri.md) | +3.0% | -3.8% |
| PALMOIL | 2026-07-24 | [Physical oil prices jump with some nearing $110 as Iran, Ukraine wars hit supply - Markets - Business Recorder](https://feedsoft.ai/events/11578-physical-oil-prices-jump-with-some-nearing-110-as-iran-ukraine-wars-hit-supply.md) | -0.2% | +3.0% |
| PALMOIL | 2022-11-01 | [Palm oil surges nearly 5% on worries over Black Sea supplies - Markets - Business Recorder](https://feedsoft.ai/events/8072-palm-oil-surges-nearly-5-on-worries-over-black-sea-supplies-markets-business.md) | +13.1% | +9.0% |
| PALMOIL | 2022-02-23 | [Palm hits all-time high on supply concerns due to Ukraine crisis - Markets - Business Recorder](https://feedsoft.ai/events/42798-palm-hits-all-time-high-on-supply-concerns-due-to-ukraine-crisis-markets.md) | +15.0% | +10.6% |

## Sources

- brecorder.com: https://www.brecorder.com/news/40442177

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.