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Deep-sea oil tanker departures from Ukrainian ports fell from 22 in July to four in October 2026. An analyst estimates that up to 5 million tonnes of sunflower may go unprocessed in 2026/27 because of maritime logistics and security risks.
Under the baseline scenario, processing is 7.2 million tonnes against roughly 12 million normally.
Sharply reduced crushing and oil exports tighten vegetable oil and sunflower meal supply, which supports prices for these products in global markets.
en.usm.mediaNinaNov 3, 2026After 85 past bullish logistics events, SBO moved a median +0.7% over 5 sessions (64% higher; middle half -1.3% to +2.7%), and +3.1% over 20.
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.
