EU data show 2026/27 rapeseed imports down 1% year on year, with Ukraine's share falling. Ukraine, the EU's top rapeseed supplier as of November 8, shipped 700,000 tonnes, down 14.6% year on year, and its share dropped from 58.7% to 50.9%.
Zhengzhou rapeseed oil and meal futures were up modestly on November 12.
Lower rapeseed supply to the EU tightens the crush pipeline, reducing canola meal output and supporting rapeseed oil and meal prices. The effect on feed meal supply is modest given the small change in import volumes.
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.