Ukraine exported about 2.37 million tons of sunflower meal in September-April of 2024/25, down 29% year on year and the lowest for that period since 2011/12. Shipments fell to the EU (-25%), China (-18%), Egypt (-10%) and Turkey (-79%).
The EU cut its sunflower meal imports about 26% in favor of soybean meal.
Smaller Ukrainian export supplies tighten sunflower meal availability in key import markets, supporting prices. Buyers relying on sunflower meal may face firmer offers while soybean meal takes share in the EU.
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.