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Ukraine has become the EU's main sunflower seed supplier in recent weeks, and much of the volume arrived via Bulgaria. Farmgate and Bulgarian huller prices have fallen back toward pre-war levels as Ukrainian stockists need space for the wheat harvest.
Abundant Ukrainian seed supply in Europe pushes down sunflower prices and the meal that follows from crushing, which weighs on protein feed prices.
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.