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UkrAgroConsult reports Ukrainian ending stocks of sunflower seed and soybeans were revised down again but remain at record highs. Sunflower seed demand from Europe stayed strong through the season end, and port reopening has lifted coastal oilseed sales and prices.
Balances assume an optimistic port unblocking scenario, with a large gap between planted and harvested area.
Record stocks cap upside, but firm European demand and port reopening support oilseed prices. Feed buyers should watch whether shipments keep pace with the grain corridor.
ukragroconsult.comSvitlana KupreevaAug 10, 2022Not enough comparable past events yet for a historical read.
After 563 past neutral report events, Soybeans moved a median -0.1% over 5 sessions (48% higher; middle half -1.7% to +1.6%), and -0.1% 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.
