
In July-August 2025, Ukrainian rapeseed meal shipments to the EU fell to their lowest level in more than five seasons, excluding 2022/23. Argentine sunflower meal took 49% of EU sunflower meal imports, ahead of Ukraine's 40%.
Harvest delays, weak farmer selling and low July processing drove the decline.
Reduced Black Sea rapeseed and sunflower meal supply tightens EU protein availability. Buyers may need to source more from Argentina and other origins, which supports meal prices.
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.