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Kernel suspended all its oil extraction plants after Russian strikes damaged buildings, equipment and tanks, and stopped buying seed. The Potoky plant in Dnipro also paused seed purchases from November 13 due to power outages and security issues.
Halting crushing capacity in Ukraine reduces domestic demand for sunflower seed and cuts meal output, which is bearish for seed prices and tightens meal availability for importers.
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.