Category: Sunflower Seeds

Ukrainian sunflower seed prices declined to UAH 28,800–29,200/t CPT amid aggressive farmer selling and stock accumulation at crushers. Premium-quality seeds with higher oil content still attracted up to UAH 30,000–30,500/t CPT, highlighting selective processor demand. Weak January crushing due to infrastructure attacks and power shortages curtailed sunflower oil and meal exports, reinforcing a bearish tone.…

Leader Identified: Aston food products and food ingredients – Povolzhye LLC was the top domestic rail shipper of sunflower seeds in Russia for July–December 2025. Elevator Dominance: Elevator and grain handling companies make up most of the top 20 shippers, underscoring strong inland processing and distribution capacity. Logistics Signals: Concentrated rail flows hint at active…

Neutral to Bearish: Ukrainian sunflower meal exports fell 16% year-on-year to ~1 million tonnes in Sep–Dec 2025/26, among the weakest performances in 15 seasons. Bearish EU demand: Shipments to the EU plunged to 237,000 tonnes as Ukraine’s market share collapsed from 63% to 23%, with Argentina gaining a dominant 64% share on stronger price competitiveness.…

Prices soften: Ukrainian sunflower seed values for 48% oil content have eased to UAH 28,800–29,000/ton from recent highs of UAH 29,500–29,700/ton. Processor coverage high: Crushers have already secured around 60–70% of February needs, cutting purchasing activity and removing price premiums. Further downside expected: PUSK analysts project an additional short-term decline of UAH 500–700/ton, but do…

Prices retreat from peak: Ukrainian sunflower seed values eased from UAH 30,500/t to around UAH 28,800–29,600/t for medium lots as farmer selling increased. Large-lot premiums persist: Bulk purchases of 2,000–3,000 tons still achieve UAH 30,200–30,500/t (about $700/t) for 48–49% oil content, with higher prices for premium seed. Export demand emerging: Isolated export deals to Bulgaria…

Investment: Albaraka 077 LLP is building a sunflower oil plant in Turkestan region with an investment of 800 million tenge, targeting launch in Q1 2026. Capacity Backdrop: The project follows Kazakhstan’s record 2025 oilseed harvest of 4.8 million tons, including 2.3 million tons of sunflower seeds. Construction Status: Main production building is completed and equipment…

Russia extends Trans-Baikal sunflower seed and rapeseed export quotas to August 31, 2026, preserving preferential access to Asian buyers. Rapeseed export capacity from the region nearly triples to 28,251 tonnes, leveraging record national rapeseed output. Strong duty differential (6.5% vs. 30%) guarantees full quota utilization and supports competitive pricing versus other Black Sea origins. Market…

Oilseed Growth: Russia’s total sunflower, rapeseed, and soybean harvest rose 10% year-on-year to 31.5 million tons in 2025, driven by strong gains in rapeseed and soybeans. Sunflower Constraint: Sunflower seeds output stagnated at 17 million tons (+0.6%), trimming its share of the total oilseed harvest from 59% to 54% and supporting a neutral-to-bullish price outlook.…

Prices Jump: Ukrainian sunflower seed values rose by UAH 1,000/t to UAH 27,800-28,800/t CPT on stronger export demand and currency weakness. Export Support: Higher sunflower oil export prices and hryvnia depreciation versus the US dollar are underpinning the rally. Seller Rush: Producers accelerated sales to lock in margins, anticipating a possible near-term price correction. Risk…

Export surge: Argentina shipped 63,000 tonnes of sunflower seed in December 2025, with most volumes headed to Black Sea destinations. Rising quarterly flows: Exports are projected at 400,000 tonnes in Q1 2026 and 290,000 tonnes in Q2 2026, maintaining strong shipment momentum. Competitive pressure: Total MY 2025/26 exports are forecast at 860,000 tonnes, a neutral…