Ukrainian sunflower meal exports to the EU fell to 53,000 tons in July, half June's volume and the lowest monthly figure for that destination in over three years. Season-to-date EU shipments of 1.47 million tons are 22% lower year on year.
Lower Ukrainian sunflower meal supply and weak demand from soybean meal competition point to softer sunflower meal prices, a modest negative for feed buyers substituting protein meals.
Not enough comparable past events yet for a historical read.
After 342 past bullish trade events, Soybean Meal moved a median +0.1% over 5 sessions (51% higher; middle half -1.1% to +2.6%), and +0.6% 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.