
The WSJ reports that Russia's invasion of Ukraine has caused a global shortage of sunflower oil. That shortage has pushed prices of other edible oils to record highs, hitting food makers and consumers already facing inflation.
Sunflower oil is a major edible oil, and substitution into palm and soybean oil is driving those benchmarks higher. Higher vegetable oil prices raise costs for feed fats and processors, and the squeeze is likely to persist while Ukrainian supply stays constrained.
在过去 62 次看涨的地缘政治事件之后,棕榈油 在 5 个交易日内中位数变动 +2.5%(74% 上涨;中间一半区间为 -0.1% 至 +5.8%),20 个交易日内为 +4.0%。
在过去 110 次看涨的地缘政治事件之后,豆油 在 5 个交易日内中位数变动 +1.8%(65% 上涨;中间一半区间为 -0.7% 至 +3.6%),20 个交易日内为 -0.4%。
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。
Global sunflower oil shortage from the Ukraine war pushed other edible oils, including soyoil, to record highs via substitution demand.