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Up to a third of Ukraine's sunflower crushing capacity could be idled in 2022-23 because of power and water outages from Russian strikes on energy infrastructure. Estimates put the reduction at 28% to 44%, which would cut demand for 8 to 11.5 million tonnes of sunseed.
Traders also cited uncertainty over the grain corridor as a further constraint.
Lower crush capacity in Ukraine cuts sunflower meal output, tightening global meal supply and supporting prices, while sunseed may become more available for export.
fastmarkets.comAnna Platonova2022年11月7日历史可比事件尚不足，暂无法给出历史解读。
在过去 85 次看涨的物流事件之后，豆油 在 5 个交易日内中位数变动 +0.7%（64% 上涨；中间一半区间为 -1.3% 至 +2.7%），20 个交易日内为 +3.1%。
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。
