読み込み中…
USDA cut its 2026/27 EU sunflower production forecast to 9.5 million tonnes from 9.8 million, and JRC MARS lowered its yield outlook. Drone attacks on Azov-Black Sea infrastructure, including the suspension of EFKO's Taman terminal, are restricting Russian vegetable oil flows.
Ukraine still expects a substantial crop, but deep-water Black Sea export limits remain.
Lower EU seed supply and restricted Black Sea oil exports tighten sunflower oil and meal availability. This supports prices as the market enters the new crop window with less cushion.
expanamarkets.comKyle Holland2026/08/25過去の強気な地政学イベント110件の後、大豆油 は5営業日で中央値 +1.8% 動き（65% が上昇。中央50%は -0.7% から +3.6%）、20営業日では -0.4% 動きました。
過去の傾向を示すのに十分な類似イベントがまだありません。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
Dated 2026-08-25, a day after the move, but it covers lower EU sunflower crop forecasts and drone-driven Black Sea disruption, which tighten supply and could have been priced in beforehand.
