Category: Sunflower oil

Sunflower oil exports surge: Argentina doubled sunflower oil exports to around 100,000 tonnes in January year-on-year, supported by rising processing capacity. Soybean products weaken: Soybean oil exports declined to 460,000-480,000 tonnes, down from 562,000 tonnes in December and 502,000 tonnes a year earlier. Meal and seed exports grow: Sunflower meal shipments increased to 150,000-160,000 tonnes,…

Prices Surge: Ukrainian refined sunflower oil prices have risen by USD 85/MT since the start of the 2025/26 season. Supply Tightness: Smaller-than-expected sunflower harvest and higher input costs are tightening market fundamentals. Strong Demand: Robust export interest and alignment with global vegetable oil trends are keeping the market bullish. Ukrainian Refined Sunflower Oil Market Update…

Bearish for Black Sea sunflower oil: India’s sunflower oil imports are forecast to drop 10% to 2.65 million tonnes in 2025/26, the lowest in four years, as buyers switch to cheaper palm oil. Bullish for palm oil: A wide price discount of over $333/t versus sunflower oil is driving a strong substitution effect, with January…

Key Takeaways Output Drop: Ukrainian sunflower oil production is forecast at 4 million tons, well below pre-war levels of 5–6 million tons. Smaller Seed Harvest: Sunflower seed output has fallen to about 10 million tons from around 16 million tons before the conflict. Tighter Exports: Limited export availability is expected to support sunflower oil prices…

Operational milestone: Kernel’s Poltava plant now produces all bottled sunflower oil using energy generated exclusively from sunflower husks. Verified sustainability: Bureau Veritas certified the facility’s 100% renewable energy operations in 2025, with the label now displayed on “Shchedryi Dar” and “Stozhar” brands. Solid production base: First-half FY2026 bottled sunflower oil output reached about 40,000 tons…

Bearish Ukraine FX Earnings: Sunflower oil export revenue losses may exceed $0.6 billion in 2026 due to ongoing infrastructure damage. Structurally Lower Exports: Export volumes are projected to stabilize at just 3.2–3.5 million tons in 2025/26, well below pre-war levels of 6.1 million tons in 2020. Capacity Shock: The loss of around 50% of Ukraine’s…

Bullish (China UCO): Pre-Lunar New Year stockpiling, higher logistics costs, and stronger domestic SAF demand have pushed UCO FOB North China to a $26/tonne premium over Straits. Bearish (Straits UCO / Black Sea vegoils): Weak export demand from the Straits amid a strong Malaysian ringgit and only limited, temporary substitution upside for Black Sea sunflower…

Higher duty: Russia’s sunflower oil export duty rises to 9,495 rubles/ton in February, up 196.4 rubles from January on stronger indicative prices. Meal support: Sunflower meal exports keep a zero duty for the second month, maintaining Russia’s competitiveness in global protein feed markets. Firm prices: The indicative sunflower oil price increases to $1,233.3/ton, signaling stable-to-firm…

Bullish: Ukrainian sunflower seed prices hit record highs of UAH 28,800-30,000/t CPT on strong processor demand and tight supply. Bearish: Power outages, processing suspensions, and cooling export prices for sunflower oil raise downside risks for sustained high price levels. Structural: Russia’s growing dominance in global sunflower oil exports intensifies competitive pressure on Ukrainian suppliers. Ukrainian…

Policy shift: Malaysia will introduce an official domestic reference price for waste vegetable oil (WVO) in Q1 2026 to improve market transparency and protect smaller players. Strong demand: Asian WVO prices hit a two-year high in 2024, supported by increased buying from China and Europe. Rising supply: Malaysia, the world’s second-largest palm oil producer, reports…