This episode offers a comprehensive snapshot of the global canola and rapeseed market as of September 7, 2025.

• In Ukraine, winter rapeseed sowing is underway, with 377,000 hectares planted by September 1, accounting for 33.8 percent of the national target. Although this is below the 446,200 hectares sown by the same date last year, regions like Venezia and Turnipil are leading the effort. The country is also shifting focus toward winter wheat and barley, with plans to significantly expand barley acreage. Meanwhile, a new 10 percent export duty on rapeseed and soybeans, effective October 1, has been introduced to promote domestic processing. However, this policy has drawn criticism over potential negative impacts on export competitiveness and grower incentives.
• Canada’s canola market is experiencing volatility driven by ongoing trade tensions. A steep 75.8 percent anti-dumping tariff imposed by China has disrupted exports and led to the buildup of canola meal stockpiles. In response, Canada has reinstated duty-free trade with the United States to stabilize prices. Despite these challenges, Canada’s 2025–26 production outlook is strong, with forecasts of 20.1 million tons, supported by favorable weather and improved soil moisture.
• Australia's canola export volumes have fallen sharply as of June 2025 due to stock depletion, though a recent 50,000-ton agreement with China's COFCO signals possible market re-entry. Production for the upcoming season is forecast at 5.97 million tons, a modest decrease. This period is pivotal as the country balances tightening stocks and the potential for renewed Chinese demand.
• In the European Union, rapeseed imports reached 8.3 million tons for the current marketing year, largely sourced from Australia, Ukraine, and Canada. However, imports are projected to fall to 6.1 million tons in the upcoming season due to geopolitical factors and supply adjustments. This decline is expected to increase price pressures across the region.
• Overall, the global canola and rapeseed market continues to be shaped by a complex mix of trade policies, climate variability, and geopolitical tensions, each influencing price structures, production strategies, and international trade flows.