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Ukrainian rapeseed purchase prices fell to UAH 17,000–18,000/t ex-farm, while export bids stayed at $475–500/t to Danube ports and $500–520/t to western border terminals. Global rapeseed quotes dropped after January Brent fell about 8% to $105 per barrel on easing US-Iran military escalation fears, and AAFC raised Canada's 2026/27 canola ending stocks by 32% to 1.979 million tons.
Lower crude weakens the biofuel-linked demand case for vegetable oils and oilseeds, and bigger Canadian canola stocks add supply pressure, so meal and oil values for feed buyers are likely to stay soft. Rising freight costs squeeze Ukrainian export margins.
ukragroconsult.comNov 3, 2026After 312 past bearish macro events, BRENT moved a median -1.7% over 5 sessions (38% higher; middle half -5.4% to +2.3%), and -1.7% over 20.
After 40 past bearish macro events, SBO moved a median -0.8% over 5 sessions (45% higher; middle half -4.5% to +1.7%), and -1.5% over 20.
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.
