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Ukrainian processors have lowered sunflower purchase prices to UAH 14-15 thousand/t, about $385-410/t delivered to plants, citing uncertainty over the grain corridor after November 19. Processors also asked the government to consider raising the sunflower seed export duty from 3.5% to 10% to favor oil exports.
Corridor uncertainty and a smaller crop of 9-10 million tonnes reduce crush volumes and meal supply, which is supportive for sunflower meal, while the export duty proposal could shift flows toward oil and away from seed exports.
ukragroconsult.com2022年10月26日历史可比事件尚不足，暂无法给出历史解读。
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%。
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。
