
Ukrainian sunflower seed purchase prices fell again as harvest accelerated, with 66 percent of the area harvested by October 12. Russian drone attacks and air raid alerts are disrupting processing and port operations, and some plants face 7 to 12 day delivery waits.
Export and processing delays risk plant shutdowns and slow oil and meal shipments, which weighs on sunflower product prices while logistics remain impaired.
Not enough comparable past events yet for a historical read.
After 13 past bearish logistics events, Soybean Oil moved a median +0.2% over 5 sessions (54% higher; middle half -1.3% to +3.0%), and +0.3% over 20.
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.