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A report for the Canadian Agri-Food Policy Institute argues China planned to curb canola imports for food self-sufficiency reasons well before the Meng Wanzhou dispute. The authors say canola trade is unlikely to return to its prior growth path once the dispute is resolved.
If Chinese canola demand has structurally shifted lower, the export outlook for Canadian canola and meal stays weak, keeping prices under pressure.
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.