
Oilseed prices have surged as the Russia-Ukraine war disrupted two of the largest sunflower oil and meal exporters. Ports have closed and shipping has halted, and export licensing in Ukraine means fob prices are no longer freely quoted.
Argentine Up River sunflower oil offers reached a record near $2,400 fob, up about 70% in a month.
With Russia and Ukraine supplying about 80% of traded sunflower meal and oil, restricted flows tighten global vegoil and meal supplies and support prices for substitutes.
历史可比事件尚不足,暂无法给出历史解读。
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%。
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%。
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。