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Ukraine exported about 2.37 million tons of sunflower meal in September-April of 2024/25, down 29% year on year and the lowest for that period since 2011/12. Shipments fell to the EU (-25%), China (-18%), Egypt (-10%) and Turkey (-79%).
The EU cut its sunflower meal imports about 26% in favor of soybean meal.
Smaller Ukrainian export supplies tighten sunflower meal availability in key import markets, supporting prices. Buyers relying on sunflower meal may face firmer offers while soybean meal takes share in the EU.
历史可比事件尚不足,暂无法给出历史解读。
在过去 342 次看涨的贸易事件之后,豆粕 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.1% 至 +2.6%),20 个交易日内为 +0.6%。
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。