2025/26 season may be unprofitable for Ukrainian oilseed processors

Published 2025년 11월 3일

Tridge summary

Against the background of lower sunflower yields, expensive energy sources and logistical failures, the processing industry risks ending the season in losses again, while the world market reacts with increased demand and rising prices for sunflower oil and sunflower seeds. This is reported by Spike Brokers. Harvested areas have already reached 86%, with a total

Original content

harvest of 8.4 million tons against 9.6 million tons on the same date last year. Low yields, high energy prices, as well as rising costs and disruptions in logistics can lead to the next unprofitable year for the processing industry. An increase in the number of processing facilities in Ukraine this season can reduce their utilization to 60% or lower. Such factors cause concern in the world market and support stable demand for sunflower oil. Rising prices for soybeans and soybean meal also provide additional support to the oil complex,” the message says. In the direction of Turkey, there is a stable demand for sunflower oil at the level of $1,300-1,320 with November-December delivery. As noted by brokers, prices for vegetable oil in the ports of Northern Europe are beginning to equalize, leveling the inversion effect and signaling the formation of a forward premium for ...

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