Since the beginning of the 2025/26 marketing year (August 1 - November 9), the total volume of canola exports from Canada amounted to only 1.544 million tons, which is 54.1% less than the corresponding figure last year, reports Sun Sirs. The significant reduction in exports is primarily due to the halt in Canadian canola shipments to China, as well as the lack of active supplies to the EU, indicating a decrease in global demand and the formation of a surplus supply in the Canadian market. The current situation is putting strong pressure on spot prices, and the further slowdown in export rates is creating conditions for an increase in warehouse stocks and an intensification of the downward price trend. January futures for Canadian canola rose by 1.5% over the week to 656 CAD/t or 468 $/t (+4.1% for the month), supported by a speculative 10% monthly increase in soybean quotes in Chicago in anticipation of sales to China. However, Chinese buyers are currently actively purchasing ...
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