Sunflower and sunflower oil trading review and analysis and forecast (Week 26, 2025)

01 Sunflower

Week 26 (June 23-June 27, 2025) This week, the domestic oil sunflower price is stable, and the specific prices in each region are as follows:

Weekly Review:

This week, the domestic oil sunflower price is still stable. Some traders are optimistic about the future market, and they offer high prices and are not in a hurry to ship. In terms of supply, it is currently at the end of the oil sunflower season. The international raw material supply is relatively tight, and the arrival volume of oil sunflowers in my country is relatively small, basically maintaining about 10,000 tons per month. The overall supply is tight, which supports the price of oil sunflowers. In terms of demand, the industry is in the off-season, the consumption of oil sunflowers has decreased, and market procurement is mostly maintained at rigid demand, and the speed of goods is slow. In general, there has been no significant improvement in domestic terminal demand, and coupled with tight supply, the price of oil sunflowers has not changed much.

It is expected that the domestic oil sunflower price may continue to remain stable in the short term, the supply of oil sunflowers is tight, and traders are holding prices, but domestic demand is mostly rigid demand and relatively weak. Demand may improve after July, and the price of oil sunflowers may still rise. In the later period, more attention should be paid to the planting situation in major producing areas such as Russia, Ukraine and Kazakhstan.

02 Sunflower oil

Week 26 (June 23-June 27, 2025) The average price of domestic sunflower oil this week is 10,750 yuan/ton, of which the price of first-grade sunflower oil in Jiangsu is 10,650 yuan/ton; the price of first-grade sunflower oil in Xinjiang is 10,400 yuan/ton; the price of first-grade sunflower oil in Tianjin is 10,800 yuan/ton; the price of first-grade sunflower oil in Shanghai has stopped quoting. The prices in various regions are as follows:

Weekly Review:

The price of domestic sunflower oil rose this week. The previous Middle East war led to an increase in domestic oil prices and boosted the sunflower oil market. Subsequently, there was a shortage of supply in the market, and many companies stopped quoting, which once again supported the market price of sunflower oil. In terms of demand, the price of sunflower oil is high, the demand for sunflower oil is weak in the off-season, and the goods are not moving fast, which suppresses the market price of sunflower oil. In terms of import costs, as of June 26, the price of Russian FOB Black Sea port in July was US$1,115/ton, an increase of US$10/ton from last week. The increase in import costs has provided strong support for the domestic sunflower oil market.

It is expected that the price of sunflower oil may continue to rise in the short term. The supply of sunflower oil at home and abroad is tight, and the supply of sunflower oil in the market is limited, which supports the sunflower oil market. In the later period, we will focus on the oil and fat market and the rise and fall of its foreign prices.