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Ukrainian sunflower meal exports for the 2024/25 season fell 29% to 2.68 million tonnes, with the EU and China taking about 84%. Ukraine still holds about 63% of EU imports and 60% of Chinese imports, though Argentine, Russian and Kazakh meal are gaining share.
Lower Ukrainian export availability into the EU and China tightens sunflower meal supply, which supports prices against soybean meal competition.
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.