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Ukrainian sunflower seed harvesting is delayed 2-3 weeks by rain, with less than a third of the crop harvested while demand stays high. Processors use forward contracts, which cover about 15% of the crop this year, down from earlier seasons after defaults in 2020/21.
Delayed supply and high processor demand support near-term sunflower seed and meal prices, while lower forward coverage adds volatility for buyers.
latifundist.comExpert viewSep 27, 2021Not 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.
