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Ukraine's 2021/22 sunflower seed and soybean crops rose 21% and 15%, and UkrAgroConsult expects sunflower meal output to rise 19% and soybean meal 3%. Crushers face competition from exporters for raw seed, which is favored by VAT refunds and importer demand.
A larger domestic sunflower meal supply, combined with a narrowing soy-sunflower meal price spread that favors soy meal, adds meal availability and may pressure sunflower meal prices.
ukragroconsult.comSvetlana Kupreeva2021年12月9日历史可比事件尚不足，暂无法给出历史解读。
在过去 206 次中性的政策事件之后，豆粕 在 5 个交易日内中位数变动 -0.4%（44% 上涨；中间一半区间为 -2.3% 至 +1.8%），20 个交易日内为 -0.7%。
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。
