Energy supply interruptions and Russian missile attacks have disrupted Ukrainian processing plants and Black Sea ports, so oilseeds are being exported rather than crushed. Sunflower meal exports rose sharply, mostly to China, while sunflower oil exports slowed.
Lower domestic crush and slow port exports tighten Ukrainian sunflower meal and oil availability, supporting domestic purchase prices and EU sunflower meal demand.
Not enough comparable past events yet for a historical read.
After 85 past bullish logistics events, Soybean Oil moved a median +0.7% over 5 sessions (64% higher; middle half -1.3% to +2.7%), and +3.1% 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.