
Sunflower seed purchase prices in Ukraine are falling as Russian attacks have forced some oil plants to shut for damage assessment. Cheaper palm oil is reducing demand for sunflower oil, and truck delivery rates to Turkey have risen to $160-180 per tonne amid a truck shortage.
Cheaper palm oil is pulling import demand away from sunflower oil, which weighs on sunflower product prices. Higher logistics costs cut the export netback for Ukrainian sellers, widening the discount to global benchmarks.
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.