01 Sunflower

Week 41 (October 9-10, 2025) Domestic sunflower prices fell this week. Specific regional prices are as follows:

Weekly Review:

This week, the new season sunflowers entered the market in large quantities, suppressing domestic sunflower prices. Sunflower prices have fallen, while the flower sunflower market has remained relatively stable. On the supply side, sunflowers are entering the market in large quantities and continue to arrive at ports, gradually shifting from tight to loose supply, which is bearish for sunflower prices. On the demand side, due to high imported sunflower oil prices and weak oil sunflower prices, oil mill operating rates have gradually increased, and demand for sunflowers has improved, supporting the market. Regarding import costs, Russian sunflowers are being harvested, but yields are lower than last year. Even with increased planting area, there is still the risk of a yield decline. Therefore, strong foreign prices are supporting the sunflower market. Prices in Kazakhstan are relatively stable, with an estimated price of 200,000 to 220,000 tenge (including VAT).

New season sunflower prices are expected to remain stable. The current high price of sunflower oil, coupled with the cost of imported sunflowers, is likely to support the market. Pay more attention to the production situation in Russia, Ukraine and Kazakhstan in the future.

02 Sunflower Oil

Week 39 (September 22-26, 2025): The average domestic sunflower oil price this week was 12,038 yuan/ton. Grade-A sunflower oil in Jiangsu was quoted at 12,300 yuan/ton; in Xinjiang, it was quoted at 11,300 yuan/ton; in Tianjin, it was suspended; and in Shanghai, it was suspended. Prices by region are as follows:

Weekly Review:

This week, domestic imported sunflower oil prices rose steadily. Supply remained limited, and some companies stopped quoting. Due to the decline in sunflower oil prices, oil mill operating rates gradually increased, crushing volumes increased, and demand for sunflower oil was positive. As of October 10, the October FOB Black Sea port price in Russia was $1,185/ton, a $15/ton increase from the previous week. Rising import costs are positive for the domestic sunflower oil market. High prices for sunflower oil, slow sales, and significant substitution by other oils and fats, along with weak demand, are limiting the upward potential of sunflower oil prices. In the short term, sunflower oil prices are likely to remain stable. Based on supply and demand fundamentals, the arrival of new sunflower crops from Russia and Kazakhstan has eased the current tight market supply of sunflower oil. However, this price is likely to remain stable due to continued support from international oil prices and policies.