Category: Rapeseeds

Indicative new-crop Ukrainian rapeseed prices are at $530–535/t, with western Ukrainian forward deals reported at $540–543/t for 2,000–3,000 t volumes. Reduced acreage, adverse weather, and potential reseeding create material uncertainty for 2025 supply and could tighten the market. Limited rapeseed acreage growth in the EU and processors’ reliance on Ukrainian imports may intensify competition and…

Export prices rise: Ukrainian rapeseed export values gained USD 3-5/MT amid stronger global rapeseed and canola markets. Firm port bids: CPT port bid prices ranged between USD 544-553/MT, offering competitive Black Sea benchmarks. Biofuel demand support: Higher biofuel sector demand and oil market uncertainty linked to US-Iran talks underpinned global price strength. Domestic slowdown: Local…

Neutral to Moderately Bullish: New winter rapeseed variety “Orlan” offers competitive yields of 61 c/ha and 95–100% winter hardiness, supporting long-term production growth. Structural Support: Belarus advances 145 winter and 68 spring hybrids, with seven under state testing, reducing reliance on imported genetics. Premium Segment Growth: High-oleic variety “Rodnik” targets value-added crushing demand, complementing high-yield…

Bullish: Ukraine’s 10% export duty is driving an 80% year-on-year surge in rapeseed crushing and boosting foreign exchange earnings from higher-value oil and meal exports. Bearish: Reduced availability of raw rapeseed and soybeans for export may tighten supplies for traditional seed-importing markets and pressure raw seed trade flows. Policy-Driven Shift in Ukraine’s Oilseed Market Ukraine’s…

Australian exports slide: Canola exports from Australia declined 15.5% year-on-year to 5.22 million tonnes in 2025. EU demand strengthens: EU imports of Australian canola rose to 3.22 million tonnes, reinforcing its role as the primary destination. Japan demand collapses: Japanese canola imports from Australia plunged 58% to 0.43 million tonnes, opening space for rival origins.…

Bullish: Ukrainian rapeseed prices surged to USD 550/t CPT-port and UAH 24,000-24,700/t CPT-enterprise, supported by stronger global oil markets and positive US biofuel developments. Bullish: Export and border prices aligned at USD 545-550/t DAP-western border, indicating balanced demand across logistics routes and firm support for Ukrainian exporters. Risk: Weather-related threats to Ukraine’s winter rapeseed crops…

EU Rapeseed Imports Plunge 39% as Ukraine Maintains Lead Key Takeaways EU rapeseed imports dropped 39% year-on-year to 2.38 million tonnes in 2025/26 (as of Feb 1). Ukraine remains the EU’s top supplier despite a 46.8% fall in volumes and a market share drop from 56.2% to 49.1%. Australian shipments collapsed 60.5% year-on-year, with market…

Key Takeaways Record Crush: Canadian canola processing hit 1.08 million tonnes in December, up 6% month-on-month and the second-highest monthly volume on record. Seasonal High: August–December 2025 crush reached 5.1 million tonnes, surpassing 4.9 million tonnes a year earlier. Efficiency Gains: Canola oil extraction rate improved to 42.3%, slightly above the 42.1% average in August–December…

Exports surge: Russian rapeseed oil exports rose 37% y/y to 1.58 million tons in 2025, with revenues jumping 54% to over $1.6 billion. China-driven demand: China took 1.4 million tons (90% of exports), 6.5x its 2019 volume, cementing its role as the key price driver. Diversification efforts: Iran tripled imports to become the second-largest buyer,…

Exports surge: Russian rapeseed oil exports jumped 37% in 2025 to 1.58 million tons, with revenue up 54% to over $1.6 billion. China dominates demand: China took 90% of Russian rapeseed oil exports (1.4 million tons), 6.5x higher than 2019 levels. New markets emerging: Iran, North Korea, Morocco, Mauritius, and India expanded or resumed imports,…