Category: Rapeseeds

Canadian canola exports to China plunged 92% in Aug–Nov 2025 to 0.2 million tonnes, hit by elevated Chinese import duties. Russia captured dominant share of China’s rapeseed oil imports, rising from 2% in 2017 to 59% in 2025, while Canada’s share fell from 94% to 6%. Canadian canola meal flows were successfully redirected, with U.S.…

Bullish: Higher-yielding winter rapeseed expansion in Bryansk could lift Russia’s overall 2026 rapeseed output and export availability. Bearish: Larger sown area and mostly satisfactory crop conditions may pressure regional rapeseed prices if winterkill remains limited. Structural: Climate change and improved winter-hardy genetics are pushing rapeseed cultivation northward, diversifying Black Sea supply. Agronomic: Winter rapeseed’s 50%…

Bullish: Ukrainian rapeseed export prices rose by USD 3–5/ton on firmer European markets and stronger processing demand. Bullish: Domestic CPT-enterprise prices climbed to UAH 24,000–24,400/ton as crushers increased procurement activity. Bullish: Weather-related risks to winter rapeseed crops could tighten 2026 supply and keep prices supported. Market Update Ukrainian rapeseed markets strengthened last week across export…

Stocks Slide: China’s rapeseed oil inventories fell 8.4% in a week to 254.5 thousand tons, signaling tightening domestic supply. Futures Firm: Rapeseed oil futures gained 49 yuan/ton as traders price in stronger demand and reduced availability. Russian Supply Gains: Russia’s rapeseed oil exports to China climbed 27% year-on-year to $1.4 billion, making it the country’s…

Exports surge: Ukrainian rapeseed meal exports jumped 70% year-on-year in H1 2025/26 to 340,000 tonnes, supported by a sharp rise in domestic crushing to 800,000 tonnes. EU demand contracts: Shipments to the EU slumped to 71,000 tonnes from 171,000 tonnes amid strong local harvests and mounting competition from Canadian suppliers. China leads buying: China became…

Bullish: Ukrainian rapeseed meal exports surged 70% in July–December 2025/26 to 340,000 tonnes, supported by higher domestic crushing of 800,000 tonnes and strong Chinese demand. Bearish: EU imports collapsed amid Canadian competition, while weak domestic consumption and the risk of China reverting to Canadian supplies create structural downside for margins and export demand. China Overtakes…

Bearish Romanian rapeseed: 2026 yield outlook cut back to long-term average despite record area, as warm-wet conditions followed by snow heighten disease risks and uneven plant development. Supportive EU prices: Potential Romanian yield losses could tighten regional rapeseed supply and underpin EU rapeseed values. Mixed Russian outlook: Strong 2025 production and surging Chinese demand are…

Bullish: Russia’s December 2025 ag exports to China hit a record $1+ billion, led by $215 million in rapeseed oil, with 2025 production and export volumes forecast to jump 20% and 29.7% year-on-year. Bearish: China’s tariff cut on Canadian canola from 84% to 15% and resumption of imports pushed Zhengzhou rapeseed meal futures down 2.4%,…

First exports to China: Kemerovo Oblast shipped 350 tons of rapeseed oil to China in 2025, opening a new export channel. Major processing expansion: Rusagro’s new Kuzbass plant is set to process ~1 million tons of rapeseed annually by 2027, yielding 600–700 thousand tons of oil. Production growth target: Regional authorities plan to increase rapeseed…

Bearish supply shock: Australian canola output reached 7.65 million tonnes in 2025/26, 420,000 tonnes (5.8%) above ABARES’ December forecast, adding unexpected supply to global markets. Record Western Australian crop: Western Australia’s all‑time high production significantly boosts raw material availability for canola meal processors. Weak EU demand: EU rapeseed import demand has fallen 43%, sharply reducing…