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Black Sea logistics disruptions could cut sunflower meal supplies to China, where Ukraine is the largest supplier. Chinese feed producers are raising rapeseed meal inclusion because the soymeal-rapeseed meal futures spread reached 1,091 yuan/t against a five-year average of about 600.
Spot rapeseed meal in Dongguan rose 50 yuan/t to 2,470 yuan/t.
Substitution toward rapeseed meal lifts demand for Canadian and other rapeseed meal and supports sunflower meal prices, though recovering Canadian supplies may limit gains.
ukragroconsult.comSep 23, 2026Not enough comparable past events yet for a historical read.
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.
