Record world rapeseed and canola output of 82.1 million tonnes is forecast for 2025/26, with Canadian crop seen at 21 million tonnes or more. Canadian disposals have fallen due to the China dispute, and Ukrainian export duties have further disrupted trade flows.
Abundant world oilseed supply and weak Chinese import demand put downward pressure on canola meal and rapeseed prices for feed buyers.
Not enough comparable past events yet for a historical read.
After 114 past neutral report events, SBO moved a median +0.1% over 5 sessions (52% higher; middle half -1.7% to +1.4%), and +0.5% over 20.
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.