Sunflower oil. Focusing on the prospects of the current 2025/26 season

North and West and rains slow harvest and hurt seed quality. Since March 2025, Ukraine’s crop forecasts are cut by about 3.0 M mt and russia by about 0.8 M mt. UkrAgroConsult SFS numbers Prices favor sunoil. Global spreads vs palm and soy reached roughly 270 $/mt and 200 $/mt in early November. UkrAgroConsult considers early November brief price correction as technical because Ukraine’s crush capacity remains long relative to seed supply, so sunoil availability stays tight through the 2025/26 season. Full version of the article is available to subscribers of the Weekly ‘BLACK SEA & DANUBE OILSEED REPORT’ by UkrAgroConsult. Request a free a sample ...