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Ukraine's sunflower exports were running high in 2022/23 at about 2.2 million tonnes, which UkrAgroConsult says, combined with a small 2022 harvest, is causing domestic seed shortages and crusher slowdowns. A new law effective February 24, 2023 sets minimum export prices based on exchange quotations and changes export duty calculations.
Ukraine could lose its top position in sunflower oil exports.
Export price floors and a tighter domestic seed supply reduce Ukrainian crush and oil output, supporting sunflower oil and meal prices. Loss of Ukraine's export lead would shift supply to other origins.
ukragroconsult.comSvitlana Kupreeva2023年3月9日在过去 842 次看涨的政策事件之后，豆油 在 5 个交易日内中位数变动 +0.2%（52% 上涨；中间一半区间为 -1.6% 至 +2.1%），20 个交易日内为 -0.5%。
历史可比事件尚不足，暂无法给出历史解读。
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。
