Sunflower oil. Focusing on the prospects of the current 2025/26 season
UkrAgroConsult
Article author:
Black Sea & Danube region sets the global sunflower oil trends this year. Despite record SFS area in 2025 (8% more y/y), weather trimmed yields. Regional crop now seen near 35.0 M mt, about 0.4% below y/y.
russia offsets weak SFS crop in the South with better Central/North, while Ukraine misses expected gains in the 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
- Ukraine – (8% less y/y)
- russia -(2% more)
- EU – (3% more y/y but still about 9% below its 5-year average).
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 report and apply for subscription here.
Be confident with your business and trade strategy based on professional analysis and forecasts of the Black Sea agri market.
Read also
Geopolitics reshapes grain trade routes: New challenges for millers in the Middle ...
Argentine Grain Exchange raises soybean supply forecast by 100 thsd tons
American millers are buying wheat from Poland due to high prices in the US
Soybean oil imports plunge in Bangladesh amid pricing disputes
India’s wheat output may fall by up to 10% due to adverse weather
Got additional questions?
We will be happy to assist!
Write to us
Our manager will contact you soon