Poland and Ukraine's oilseed and by-product trade is set to continue, with Poland the largest buyer of Ukrainian soybean oil in 2019. A Polish feed producer said Ukrainian rapeseed demand rose due to a poor EU crop, and a proposed end to the VAT refund on soybean exports is under discussion.
Shifts in Ukrainian export competitiveness and possible Polish tax changes could redirect meal and oil flows in Europe, affecting feed meal pricing.
After 224 past neutral trade events, Soybean Meal moved a median -0.2% over 5 sessions (43% higher; middle half -1.7% to +1.2%), and -0.2% over 20.
Not enough comparable past events yet for a historical read.
After 81 past neutral trade events, Soybean Oil moved a median +0.3% over 5 sessions (56% higher; middle half -1.6% to +1.8%), and +0.9% 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.