Why Ukrainian rapeseed exports are falling — and who is winning in 2025/26

a structural transformation. Export charts reveal a sharp contraction in rapeseed shipments, while processing indicators move in the opposite direction. Crushing volumes are heading toward record levels, and exports of rapeseed oil and meal are accelerating, partially replacing raw seed exports. This new balance is redefining price formation, competition for raw material, and sales strategies across the market. At the same time, early signals for the next season are becoming visible. Weather risks for winter rapeseed, intensified competition between exporters and crushers, and changing demand patterns in the EU and global markets suggest that the transition is far from complete — and the decisions ...