The capacity utilization of Ukrainian oilseed processing enterprises this season may fall to 60% or even lower. The reason is a combination of several negative factors — poor yields, high energy prices, rising production costs, and unstable logistics. According to Spike Brokers analysts, the expansion of processing capacity amidst these challenges only exacerbates the risk of underutilization, which could lead to another unprofitable year for the industry.

In the global market, this situation causes concern but, at the same time, supports stable demand for Ukrainian sunflower oil. Additional support for the oil segment is provided by rising prices for soybeans and soybean meal.

Regarding rapeseed, domestic processing shows a gradual decrease in purchasing activity. In contrast, the export direction is becoming increasingly attractive to producers — primarily due to more favorable price conditions. Over the last 10 days, export prices for rapeseed have increased by €20, which is directly related to the rise in futures quotes on the MATIF exchange.

Sunflower prices also show positive dynamics — they increased by $10–13 including VAT during the week. The spot price index for GMO soybeans for export with delivery within 30 days added another $2 excluding VAT.