Category: Sunflower oil

Russian production down: Sunflower oil output dropped 14.1% year-on-year to 6.4 million tons in January–November 2025. Exports weaker: Shipments fell 29% to 3.45 million tons in the first ten months of 2025 amid tighter supplies. Margin pressure: Reduced sunflower harvest and weak processing profitability are forcing crushers to cut runs. Price risk: Lower Russian export…

Export Momentum: Kazakhstan’s refined sunflower oil exports surged 122% to 132,000 tons in January–October 2025, lifting the country to 8th place globally. Capacity Expansion: Four new refining projects launching in 2026 will add 370,000 tons of annual capacity, supporting a push into the global top 6 exporters. Value-Added Shift: High-value refined products now account for…

Operational Disruption: Pivdenny port waters are temporarily closed following a sunflower oil spill caused by recent infrastructure attacks. Containment Efforts: Specialized vessels and containment booms are deployed, with cleanup and remediation operations ongoing. Export Risk: The suspension of Pivdenny’s operations is bearish for Ukrainian sunflower oil exports, with potential congestion at alternative ports. Pivdenny Port…

Domestic bullish: Russian unrefined sunflower oil prices rose 7% year-on-year in November 2025 to RUB 86,426/ton, signaling stronger local demand or tighter supply. Export bearish: Export prices declined 4% year-on-year to RUB 94,317/ton, narrowing the export premium and potentially curbing producers’ incentive to prioritize foreign sales. Spread compression: The price gap between export and domestic…

Ukrainian sunflower oil export prices declined by USD 15/MT over the past two weeks. Weakness in global vegetable oil markets, including palm and sunflower oil, is pressuring prices. Falling global crude oil prices are reinforcing the bearish trend in vegetable oil valuations. Black Sea exporters face margin pressure and potential further downside if demand does…

Supply Tightening: Global sunflower oil production is projected to fall to 25.1 million tonnes in 2025/26 from 28.2 million tonnes in 2023/24, reinforcing a structurally tighter market. Black Sea Export Decline: Combined Russian and Ukrainian sunflower oil exports are expected to drop by 3.0 million tonnes in 2025, disrupting traditional trade flows. Persistent Price Premiums:…

Investment: Kourosh Food Industry plans to build vegetable oil and poultry production facilities in Kazakhstan, signaling deeper Iranian involvement in Central Asian agribusiness. Trade Growth: Kazakh-Iranian trade surpassed $340 million in 2023 and is expected to rise further on the back of expanded agricultural cooperation. Market Impact: New Kazakh vegetable oil capacity is neutral to…

Russia reclaims top spot: Set to export 4.4 million tons of sunflower oil in 2024/25, overtaking Ukraine’s 4.175 million tons despite lower harvest estimates. Tighter global balance: World sunflower oil production cut to 47.43 million tons from 49.73 million tons on drought across the Black Sea region. Firm pricing: Russian domestic sunflower oil prices are…

Russia to Lead Exports: Russia is projected to become the world’s largest sunflower oil exporter in 2025/26 with shipments rising to 4.4 million tons. Ukraine’s Market Share Declines: Ukraine’s sunflower oil exports are expected to fall from 4.7 million tons to 4.2 million tons, reducing its export dominance. Tighter Global Supply: Global sunflower oil exports…

Turkey’s sunflower oil imports rose 26% year-on-year in October 2024 to 82,600 tons, with import value up 57% to $108.7 million, signaling both higher volumes and prices. Russian shipments to Turkey surged 76% year-on-year to 75,000 tons, capturing about 91% of Turkey’s total sunflower oil imports and reinforcing Russia’s dominant supplier role. Higher unit prices…