Ukraine exported 2.77 million tonnes of sunflower meal in the 2025/26 season, down 6% and the lowest September-June volume in 15 seasons. Exporters shifted focus to Asia, which took 67% of shipments, with China alone importing 1.7 million tonnes.
Argentina's share of EU sunflower meal imports rose to 56%.
Reorientation of Ukrainian meal toward Asia and Argentine dominance in Europe reshape trade flows, supporting Asian meal demand while European supply tightens relative to prior seasons.
Not 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.