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Ukrainian sunflower planted area for 2025/26 may rise as farmers shift from rapeseed and soybeans, with a harvest of 13 to 14 million tonnes expected under favourable weather. Producers are forward-selling at 540 to 560 USD per tonne, while processors are holding off on buying to wait for lower prices.
Expected larger supply and processor reluctance to buy point to softer sunflower seed and meal prices ahead of harvest, which lowers feed input costs later in the marketing year.
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.