Sunflower Seed Prices Surge 30% as Ukraine Conflict Disrupts Black Sea ExportsSunflower seed prices on MATIF surged 30% as renewed conflict in southern Ukraine disrupted harvesting and port operations, removing an estimated 3 million tonnes from global trade.
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MariaUkraine disruptions are becoming chronic. Buyers need permanent diversification to Argentina, Russia, and Turkey.
PanoramaDalian Commodity Exchange · 8d ago
China Soybean Oil Imports Surge 25% as Domestic Crush Margins Turn NegativeChina's soybean oil imports reached 1.8 million tonnes in 2025, up 25% YoY, as negative domestic crush margins made it cheaper to import refined oil than crush soybeans domestically.
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ChenNegative crush margins in China are unusual and signal structural oversupply of domestic crush capacity.
MaReuters · 8d ago
ADM Acquires Specialty Oils Division of AAK for $680MADM completed acquisition of AAK's specialty oils business including shea, mango kernel, and high-oleic sunflower operations, diversifying beyond soybean oil dependency.
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ChenSmart move by ADM. Specialty oils are margin-rich and insulated from the biofuel demand pull.
CompetitiveCargill · 8d ago
Cargill Launches Carbon-Neutral Soybean Oil Brand for European MarketCargill introduced its Nature Positive soybean oil line with verified carbon offsets and full deforestation-free traceability, targeting European food manufacturers at a $150/tonne premium.
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JamesCarbon-neutral claims via offsets face greenwashing scrutiny. Insetting would be more credible.
MaterialOil World · 8d ago
Palm-Soy Oil Spread Widens to $220/Tonne Favoring Palm SubstitutionThe CPO-SBO spread widened to $220/tonne as soybean oil prices surged on biofuel demand while palm oil remained pressured by Indonesian oversupply.
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FatimaReformulating to palm raises EUDR compliance issues. It is not a simple swap anymore.
ResearchFood Technology · 8d ago
Calyxt Launches High-Oleic Soybean Oil with Extended Fry LifeCalyxt commercialized its gene-edited high-oleic soybean oil achieving 80% oleic acid content, extending commercial fry life by 3x compared to conventional soybean oil.
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ChenHigh-oleic is the future for food service. McDonald's and Yum Brands are already testing.
SupplierReuters · 8d ago
Bunge Converts Louisiana Soybean Oil Refinery to Renewable Diesel PretreatmentBunge announced conversion of its Destrehan, Louisiana soybean oil refinery to produce pretreated feedstock for renewable diesel, removing 500 million pounds of food-grade oil from the market.
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JamesEvery refinery conversion is permanent demand destruction for food oil. The trend is accelerating.
RegulationEPA Federal Register · 8d ago
EPA Finalizes RFS Biomass-Based Diesel Volume at 5.5B Gallons for 2027The EPA set the Renewable Fuel Standard biomass-based diesel obligation at 5.5 billion gallons, up from 4.5 billion in 2026, further increasing demand for soybean oil feedstock.
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FatimaFood companies need to lobby for carve-outs or accept permanently higher soybean oil costs.
PanoramaUSDA ERS · 8d ago
US Soybean Oil Demand Surges 40% on Renewable Diesel ExpansionUSDA reported domestic soybean oil consumption for biofuel reached 6.2 billion pounds in 2025, a 40% increase driven by renewable diesel capacity expansions by Marathon, Phillips 66, and Valero.
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MariaThe food-vs-fuel debate is back. Soybean oil for frying is now competing with diesel tanks.
SupplierBloomberg · 8d ago
Cargill Opens Largest Soybean Crush Plant in Brazil's Mato GrossoCargill inaugurated a 12,000 tonne/day soybean crush facility in Lucas do Rio Verde, the largest in South America, with integrated rail logistics to Santos port.
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ChenThis plant alone adds 4 million tonnes of annual meal capacity. Brazil is overtaking Argentina in crush.
RegulationMint · 8d ago
India Raises Palm Oil Import Duty to 15% to Protect Domestic Oilseed FarmersIndia's Ministry of Finance increased the basic customs duty on crude palm oil from 7.5% to 15%, responding to domestic oilseed farmer lobby pressure ahead of state elections.
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FatimaIndian consumers will bear the cost. Cooking oil inflation is politically sensitive ahead of elections.
PanoramaBursa Malaysia · 8d ago
Bursa Malaysia CPO Futures Drop 6% on Record Indonesian ProductionCrude palm oil futures on Bursa Malaysia fell to MYR 3,650/tonne as Indonesia's GAPKI reported record January production of 4.8 million tonnes, exceeding expectations by 12%.
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ChenThe palm-soy spread at $180/tonne favors palm substitution in food manufacturing.
SupplierBloomberg · 8d ago
Cargill Invests $500M in Brazilian Soybean Crushing and Port InfrastructureCargill announced a $500M investment package including a new 12,000 TPD crush plant in Mato Grosso and port terminal expansion at Barcarena in Para state.
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ChenThis plant alone adds 4 million tonnes of annual meal capacity. Brazil is overtaking Argentina in crush.
CertificationEuropean Commission · 8d ago
EUDR Enforcement Threatens Brazilian Soybean Exports from Cerrado BiomeEU Deforestation Regulation enforcement requires full traceability for soybean imports, with satellite-verified proof of zero deforestation post-December 2020 at farm level.
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FatimaSmallholders in Matopiba region lack GPS-mapped farm boundaries. They will be excluded from EU supply chains.
PanoramaCONAB · 8d ago
Brazil Soybean Harvest Reaches Record 170M Tonnes in 2025/26CONAB confirmed Brazil's 2025/26 soybean harvest at a record 170 million tonnes, surpassing the US as the world's largest producer by a 50-million-tonne margin.
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ChenBrazil at 170M tonnes is extraordinary. US soybean farmers are losing the cost competition.