This episode delivers a focused overview of the global sunflower market for the week of September 7, 2025.

• Romania has experienced a sharp increase in sunflower prices, reaching USD 5.85 per ton, up by $30 from last week and $103 year over year. This spike is driven by a 20 percent reduction in yield forecasts compared to the five-year average. Drought conditions have significantly impacted usable moisture levels, particularly in southern and western regions, prompting processors to accelerate operations. Oil content varies by region, with southern areas reporting suboptimal levels of 40 to 42 percent, while northern areas show potential for higher oil content.
• Globally, sunflower oil production is projected to decline by approximately 2.3 million tons in the 2024–25 season, according to Oil World. Exports have dropped by 800,000 tons from April to June compared to the previous year, with further reductions expected. Although this is partially offset by unexpected shipments from Ukraine and Argentina, overall consumption is stagnant, with only a slight projected increase to 22.5 million tons, down from 23.8 million last year.
• In Russia, early sunflower harvesting has begun in the Saratov region due to favorable weather. Initial results show 5,600 tons harvested across 5,200 hectares, with an average yield of 10.8 centimeters per hectare. Ukraine, however, faces severe export challenges, with August volumes plunging to just 150,000 tons, a three-year low. The decline is tied to constrained domestic supply, reduced processing capacity, and buyer hesitation due to expected price drops.
• The European Union has also seen a production decline, particularly in Bulgaria and Romania, where heat has reduced yields. The regional shortfall is estimated at 1.1 million tons, bringing total EU output to 8.3 million tons. Although this could constrain supply, anticipated increases in rapeseed production may help offset some of the impact. As a result, sunflower oil prices in Northern European ports have risen, reflecting reduced availability.