Category: Rapeseeds

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,…

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…