Sunflower yields in Ukraine are falling by 10-20% in some regions, and APK-inform cut its 2017 production forecast to 13.8 million tonnes. Seeds have more hollow kernels and lower oil content, at 42-44% versus 45% last year.
Processors continue to buy actively.
Lower seed supply and reduced oil content cut expected oil and meal output for 2017/18. This keeps sunflower oil and meal prices supported.
Not enough comparable past events yet for a historical read.
After 184 past bullish weather events, Soybean Oil moved a median +0.3% over 5 sessions (53% higher; middle half -1.9% to +2.4%), and -0.5% 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.