Category: Sunflower oil

Russia to reclaim leadership: Russian sunflower oil exports are forecast at 4.8 million tons in 2025/26, overtaking Ukraine’s projected 4.2 million tons. Shift in export balance: The move reverses 2024/25 dynamics when Ukraine led with 4.7 million tons versus Russia’s 4.2 million tons (USDA). India anchors demand: India remains the dominant buyer of Black Sea…

Growth: Kazakhstan’s trade with Organization of Turkic States (OTS) rose to $10.4 billion in January–October 2025, up 11% year-on-year. Sunflower Oil Driver: Processed sunflower oil, alongside wheat, copper, oil, and metal products, was a key contributor to export growth. Market Concentration: Turkey, Uzbekistan, Kyrgyzstan, and Azerbaijan account for around 96% of Kazakhstan’s total trade turnover with…

Import Surge: Turkey’s sunflower seed imports jumped 684% to 384,000 tonnes in Sep–Nov 2025 as drought-driven crop failures slashed domestic supply. Black Sea Dominance: Romania supplied 266,000 tonnes of seeds and Russia provided 90% of sunflower oil imports, tightening Black Sea market influence. Ongoing Supply Risk: A third consecutive crop failure and low carryover stocks…

India’s sunflower oil imports fell 5% month-on-month in October 2025 to 240.2 thousand tons, signaling softer near-term demand. Argentina overtook Russia as India’s top sunflower oil supplier with 105.3 thousand tons, while Russian shipments slumped 39% from September. Weaker soybean oil imports (down 23% m/m to 405.8 thousand tons) point to broader moderation in India’s…

Bullish: Russia’s 36.5% hike in sunflower oil export duty and Black Sea tensions are lifting global sunflower oil prices and tightening forward supply into early 2026. Bearish: Zero export duty on sunflower meal and record Russian oilseed harvests partially offset tightness by supporting byproduct availability and overall vegoil supply. Russia Lifts Sunflower Oil Export Duty…

Humanitarian Focus: Russia shipped 163 tons of fortified sunflower oil to Zambia and Mozambique via the UN World Food Programme. Recipients: Mozambique received 70 tons of oil, while Zambia received 93 tons of oil plus 648 tons of yellow split peas. Funding Framework: Shipments were facilitated through OleoScope under Russia’s annual $10 million WFP contribution…

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…