Sunflower and sunflower oil trading review and analysis and forecast (Week 20, 2025)

01 Sunflower

Week 20 (May 12-16, 2025) The domestic sunflower price remained stable this week. The specific prices in each region are as follows:

Weekly Review:

This week, domestic sunflower prices are relatively stable. Due to the price increase of sunflower kernels, the market's purchasing enthusiasm has declined and the sales speed has slowed down. In terms of supply, since my country's sunflowers rely on imports, the current international sunflower raw material supply situation is still severe, and the port arrival volume is insufficient, which supports the sunflower market. In terms of demand, the market is currently in the off-season for the industry, and market purchases are mostly maintained for rigid demand, the sales speed is slow, and traders are bearish.

It is expected that the domestic sunflower price will stabilize before the new season of sunflowers is listed. At present, the supply and demand of sunflowers have not changed much, the supply of sunflower raw materials is tight, and the industry is affected by the off-season, and the demand for sunflowers is weak. Therefore, the price of sunflowers may run smoothly.

02 Sunflower oil

Week 20 (May 12-May 16, 2025) The average price of domestic sunflower oil this week is 10,825 yuan/ton, of which the price of first-grade sunflower oil in Jiangsu is 10,850 yuan/ton; the price of first-grade sunflower oil in Xinjiang is 10,500 yuan/ton; the price of first-grade sunflower oil in Tianjin is 10,950 yuan/ton; the price of first-grade sunflower oil in Shanghai is 10,850 yuan/ton. The prices in various regions are as follows:

Weekly Review:

This week, the price of domestic sunflower oil has been stable with a slight decline. As the amount of sunflower oil squeezed from sunflower kernels has begun to increase, the acid price is high and the price is relatively cheap, which has dragged down the market price of sunflower oil. In addition, it is predicted that the planting area of oil sunflowers will increase in 2025/26, and the output of oil sunflowers will increase, which is bearish for the sunflower oil market. In terms of supply, due to poor import profits, the amount of sunflower oil arriving at the port is small, the supply of sunflower oil is tight, and dealers are reluctant to sell, which supports the price of sunflower oil. In terms of demand, sunflower oil is in the off-season, demand is weak, and the sales speed is not fast, which is bearish for the sunflower oil market. On May 16, the price of Russian June FOB sunflower oil was US$1,105/ton, up US$10/ton from last week. The recent stability of the Russian ruble exchange rate and the increase in import costs are slightly favorable to the sunflower oil market price.

It is expected that the price of sunflower oil may fluctuate steadily in the short term. The supply of sunflower oil at home and abroad is tight, and the weak import cost and weak demand suppress the price of sunflower oil. Therefore, the price of sunflower oil is mainly stable, and the focus is on the market and the impact of other oils and fats on the sunflower oil market.