
Kernel, which processes about 3.5 million tons of sunflower seed a year, has halted all eight oil extraction plants in Ukraine indefinitely after drone damage to buildings, machinery and storage. Raw sunflower seed purchase prices hover around UAH 15,000–16,000/t, and FCA Odesa black seed is quoted at EUR 0.38/kg as of 12 November, slightly lower than late October.
Losing a large share of Ukrainian crush capacity cuts sunflower meal and oil supply and raises medium-term price risk, while weak seed prices reflect soft crushing demand rather than tight raw material supply.
Not enough comparable past events yet for a historical read.
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