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Ukraine's sunflower oil exports through June 26 were just under 400,000 tonnes, on track for the weakest month since November 2023 and more than 40% below May. Idle Black Sea crushing capacity, mostly in Ukraine, is blamed, and Black Sea sunflower oil prices softened in late June.
Lower Ukrainian supply would normally lift prices, but weak palm and soy oil pulled sunflower oil lower. Buyers are shifting to Russian cargoes, leaving European importers exposed to volatility.
在过去 13 次中性的物流事件之后,豆油 在 5 个交易日内中位数变动 -0.4%(38% 上涨;中间一半区间为 -0.9% 至 +0.7%),20 个交易日内为 +2.0%。
在过去 24 次物流事件之后,棕榈油 在 5 个交易日内中位数变动 -0.1%(46% 上涨;中间一半区间为 -1.0% 至 +2.7%),20 个交易日内为 +1.3%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。