
Sunflower oil prices for December–March delivery at six European ports rose $60–65 per ton on Friday, the strongest reaction to reports that Ukrainian oilseed processing plants had halted operations. A broker estimated that about 50% of Ukraine's sunflower processing capacity is shut, with no known restart date.
Turkey did not raise demand or prices, and traders expect physical-market reaction from Italian and Spanish buyers next week.
Ukraine supplies a large share of world sunflower oil, so a halt to about half its crushing capacity tightens European and export supply and supports sunflower oil and meal prices. Lower Ukrainian crush also reduces sunflower meal output, which tends to support protein meal prices.
After 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.