Romanian Sunseed at the Edge of a Record: Tight Supply, Export Pull and Price Tension. S&D Balances

formation reflects this structural tension. Market transactions concentrate around USD 675/mt CPT, while export-oriented business gravitates toward levels near USD 710/mt FOB Constanta. These price benchmarks are supported by physical market conditions rather than speculative behavior, shaping a new reference point for both traders and crushers. Export destination structures underline a strong reorientation of flows. Turkey absorbs close to half of Romanian sunflower seed shipments in the first part of the season, equivalent to about 376 KMT, reducing availability for traditional EU buyers and reshaping logistics chains. Aggregated shipment dynamics and balance indicators illustrate how limited ending stocks and elevated export intensity define market behavior. Exports and processing compete for the same raw material base, leaving little buffer against disruptions. UkrAgroConsult frames these developments within updated balances of supply and demand for the 2025/26 season. Would ...