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UkrAgroConsult reports Ukraine's sunflower sowing area fell 28% to 4.6 million hectares in 2022 due to war occupation, with production forecast at 7.9-8.8 million tonnes versus 16.5 million in 2021. Record June exports of 540,000 tonnes were recorded, with 1.6 million tonnes shipped so far this season.
A roughly halved Ukrainian sunflower crop removes a major source of meal and oil, tightening global supply and supporting sunflower meal prices.
ukragroconsult.comJul 7, 2022Not enough comparable past events yet for a historical read.
After 110 past bullish geopolitics events, SBO moved a median +1.8% over 5 sessions (65% higher; middle half -0.7% to +3.6%), and -0.4% 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.
