
Ukraine's 2021/22 sunflower seed and soybean crops rose 21% and 15%, and UkrAgroConsult expects sunflower meal output to rise 19% and soybean meal 3%. Crushers face competition from exporters for raw seed, which is favored by VAT refunds and importer demand.
A larger domestic sunflower meal supply, combined with a narrowing soy-sunflower meal price spread that favors soy meal, adds meal availability and may pressure sunflower meal prices.
Not enough comparable past events yet for a historical read.
After 206 past neutral policy events, Soybean Meal moved a median -0.4% over 5 sessions (44% higher; middle half -2.3% to +1.8%), and -0.7% 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.