PUSK analysts forecast Ukraine will harvest at least 11.5-12 million tons of sunflower seed despite southern drought. They expect new-crop prices of UAH 19,000-20,000/t at the start, falling to UAH 16,000-17,000 in September-October if closed deep-sea ports limit exports.
Limited port access keeps the seed supply heavy in autumn, which tends to cap sunflower meal and oil export prices and pressures the crush sector.
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.