Category: Rapeseeds

Policy Extension: Ukraine prolonged the export duty exemption application deadline for rapeseed and soybean producers to February 1, 2026. Stricter Oversight: Monthly monitoring now compares export volumes with State Agricultural Registry data, targeting only actual producers. Revenue Allocation: Tariff proceeds will fund frontline agricultural regions, processing, greenhouses, horticulture, and war risk insurance. Market Impact: Neutral…

Export prices edge higher: Ukrainian rapeseed export values strengthened to USD 545/t CPT-port amid tight EU supplies and farmer selling restraint. Crush margins under pressure: Domestic processing bids fell to UAH 23,000–24,000/t CPT as plants face weaker margins and shift toward sunflower and soybean. Forward curve turns discounted: 2026 harvest forward prices are about USD…

Export Growth: Russian rapeseed oil exports reached 1.4 million tons in Jan–Nov 2025 (+29% y/y), with export value rising 45% to $1.4 billion. China Demand: China accounts for 88% of Russian rapeseed oil export value, importing over $1.2 billion during the period. Global Ranking: Russia remains the world’s second-largest rapeseed oil exporter behind Canada, ahead…

Neutral to slightly bearish: Spring frost during flowering sharply reduced winter rapeseed yields in Ryazan, highlighting weather risks for European Russia. Financial impact: Ingosstrakh paid 11.4 million rubles in insurance compensation for the damaged winter rapeseed crop. Risk management: The event may influence regional planting decisions and demand for crop insurance and other hedging tools.…

Bearish for prices: Moldova’s rapeseed exports to the EU surged 3.25x year-on-year, lifting its share of EU imports from 3.2% to 15% and increasing supply for European crushers. Supportive for basis/logistics: Heavy dependence on road freight (53%) and Romania–Bulgaria routes raises the risk of border bottlenecks, which could firm local basis levels despite ample supply.…

Bearish: EU rapeseed meal prices dropped to $216/tonne FOB Hamburg as of December 9, down 10% month-on-month and 28% year-on-year amid oversupply. Bearish: EU rapeseed meal imports surged to 432,500 tonnes in the 2025/26 marketing year (as of December 7), more than double last year, with Canada supplying 324,800 tonnes after zero shipments a year…

Exports holding steady: Ukraine shipped 52,000 tonnes of rapeseed by December 8, with full-month exports forecast at 105,000–150,000 tonnes. Stable domestic pricing: Spot values remain around $550–560/tonne, with processors paying UAH 24,000–24,500/tonne amid tightness in alternative oilseeds. Forward curve developing: Initial 2026 forward contracts are emerging at $430–435/tonne CPT port for July–August shipments, indicating a…

India’s rapeseed meal exports to China have surged by a factor of 39, reshaping Asian oilseed meal trade flows. Total Indian rapeseed meal exports reached 1.25 million tonnes in January–October, up from 1.18 million tonnes a year earlier. Strong Chinese demand and favorable weather are expected to drive a 7–8% increase in Indian rapeseeds acreage,…

India’s rapeseed meal exports to China surged to 581,800 tonnes in Jan–Oct from just 14,900 tonnes a year earlier, transforming China into the key growth driver. Total Indian rapeseed meal exports still rose to 1.25 million tonnes despite sharp declines in shipments to South Korea and Bangladesh. For Black Sea exporters, the shift is neutral…

Policy Change: Ukraine will introduce a 10% export duty on rapeseeds and soybeans from 2025, targeting trading companies rather than farmers. Domestic Processing Support: Revenue from the duty will fund grants, equipment compensation, war risk insurance, and support for frontline regions, boosting local crushers. Farmer Exemption: Agricultural producers exporting their own-grown crops are exempt, limiting…