Category: Sunflower oil

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…

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…