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Ukraine's sunflower meal exports for September to May 2024/25 fell 29% to 2.68 million tonnes, the smallest since 2011/12. The EU and China together accounted for about 84% of shipments.
Argentine meal is gaining EU share and Russian and Kazakh meal are gaining China share.
Reduced Ukrainian meal availability in key import markets supports sunflower meal prices, though rising competition from Argentina, Russia and Kazakhstan limits the upside.
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.