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Kernel has fully halted its sunflower oil plants in Ukraine after Russian attacks, and Delta Wilmar Ukraine and POTOKI have also stopped operations. Seed purchases have been suspended, and farmgate markets have been disrupted just as harvest selling pressure continues.
The loss of a large share of Ukraine's crushing capacity tightens processed sunflower products and reduces demand for seed, pushing sunflower meal prices firmer. Buyers may shift toward Moldova and Bulgaria-origin supply in the short term, but the outcome depends on how quickly plants can restart.
commodity-board.comNov 13, 2026Not 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.
