Ukraine's sunflower meal exports in the 2025/26 season are among the lowest of the past 15 seasons, about 1 million tons in September-December, down 16% year on year. Shipments to the EU over the first four months fell to 237,000 tons, the lowest since 2022/23, as the EU bought less and shifted toward cheaper Argentine meal.
Chinese demand for Ukrainian sunflower and rapeseed meal rose sharply to replace Canadian supply.
Weaker EU demand for Ukrainian meal and a shift to Argentine product pressure sunflower meal values, while strong Chinese buying supports part of the export flow. Net effect on protein meal prices is modestly bearish for sunflower meal.
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.