# Richardson and COFCO: Calculate Oil Returns First, Then Assess the Meal Supply Route

> The article evaluates hypothetical 2027 routes for supplying Canadian canola meal to China: crushing canola in Canada and selling the oil elsewhere, or importing Canadian seed for processing in China. It argues that the choice depends on comparable, verified costs, meal values, oil-sale returns and applicable tariffs, and says it has not confirmed a transaction or current procurement by Richardson or COFCO.

- Date: 2026-11-10 · published 2026-11-10T12:16:54.588Z
- Category: trade · region Canada and China · magnitude low
- Page: https://feedsoft.ai/events/91681-richardson-and-cofco-calculate-oil-returns-first-then-assess-the-meal-supply
- Commodities: [Canola Meal](https://feedsoft.ai/c/CANMEAL.md), [Soybean Oil](https://feedsoft.ai/c/SBO.md)

## Why it matters

The extended preferential access for Canadian canola meal could encourage meal imports, but the economics remain constrained by oil tariffs and the 5.9% anti-dumping duty on Canadian seed described in the text. Without confirmed demand or viable oil outlets, the article does not establish a clear price direction for canola meal or oil.

## Read by commodity

- SBO: neutral
- CANMEAL: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2019-08-28 | [Singapore's palm-oil plays endure a sullen month - The Business Times](https://feedsoft.ai/events/57681-singapore-s-palm-oil-plays-endure-a-sullen-month-the-business-times.md) | +2.8% | +3.7% |
| SBO | 2022-05-22 | [Malaysia sees sustained competitiveness even as Indonesia resumes palm oil exports](https://feedsoft.ai/events/41497-malaysia-sees-sustained-competitiveness-even-as-indonesia-resumes-palm-oil.md) | -1.6% | -9.5% |
| SBO | 2024-03-25 | [Declining Indonesian palm oil exports may affect domestic supply, officials say - Markets - The Jakarta Post](https://feedsoft.ai/events/31289-declining-indonesian-palm-oil-exports-may-affect-domestic-supply-officials-say.md) | +0.6% | -4.4% |
| SBO | 2025-12-15 | [Mixed outlook for canola and pulses  - SaskAgToday.com](https://feedsoft.ai/events/21450-mixed-outlook-for-canola-and-pulses-saskagtoday-com.md) | -3.3% | -1.2% |
| SBO | 2024-12-17 | [COMMODITIES 2025: Brazil to boost meal output amid competition from Argentina](https://feedsoft.ai/events/27011-commodities-2025-brazil-to-boost-meal-output-amid-competition-from-argentina.md) | -1.5% | +7.3% |

## Sources

- mychina.ca: https://mychina.ca/zh/intelligence/2026-11-10-richardson-and-cofco-test-the-oil-return-before-committing-to-the-meal-route

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.
