
Southern Russian oilseed crushers face possible shutdowns because sunflower meal is hard to market while Black Sea and Azov ports are restricted. Rail transport is economically unattractive, and September sunflower meal exports are forecast at only 32 thousand tons.
Sunflower seed prices in the Southern Federal District have more than halved since late July.
Stranded meal and reduced crush push sunflower meal supply onto domestic markets and lower its price, which weakens the alternative protein supply that feed buyers rely on.
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.