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ASAP Agri expects Ukraine's 2026/27 rapeseed crop to rise 12% to 3.7 million tonnes, but export of rapeseed meal may be harder after deep-water port exports nearly stopped amid escalation. China was the largest buyer of Ukrainian meal in 2025/26, and that outlet is uncertain.
Reduced Black Sea meal availability and uncertain Chinese demand could tighten or redirect global rapeseed meal trade. This supports meal prices if Ukrainian shipments stay disrupted.
latifundist.comTkachenko YevheniiaAug 1, 2026Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
