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EU imports of Argentine sunflower meal reached a record 320,000 tonnes in the 2025/26 marketing year to mid-October, up 35%, while Ukrainian supply fell 65%. Import duties on Russian and Belarusian meal also boosted demand for Argentine product.
Tight Ukrainian supply and record Argentine volumes shift EU meal sourcing, supporting sunflower meal demand until Black Sea new-crop processing ramps up.
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.