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Ukrainian sunflower meal exports for September-April 2022/23 reached about 2.7 million tonnes, roughly flat year on year and among the lowest levels in seven seasons. Shipments to the EU rose 63% to about 1 million tonnes, while China took about 50% of volume.
A shift in Ukrainian meal toward the EU, which now takes 49% of EU sunflower meal imports, changes trade flows but leaves total supply little changed. The price effect is modest.
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.