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Kernel, Ukraine's largest sunflower oil producer, halted operations at all eight of its oil extraction plants after Russian drone strikes damaged buildings, equipment and storage tanks. The company has also suspended purchases of sunflower seed for processing, though it continues shipping from warehouses.
Losing the crush capacity of Ukraine's largest processor removes a major source of sunflower oil and meal, tightening global sunflower meal and oil supplies. That supports prices, especially while Black Sea logistics remain constrained.
dengi.uaSerhii MinchenkoNov 13, 2026After 110 past bullish geopolitics events, Soybean Oil moved a median +1.8% over 5 sessions (65% higher; middle half -0.7% to +3.6%), and -0.4% 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.
