
Kazakhstan's linseed output is forecast at 1.35 million tons in 2026, flat on last season, as summer drought and lower yields offset a 41.3% increase in planted area to 1.9 million hectares. September linseed exports rose 33% month on month to 100.9 thousand tons, with China taking 71%, while shipments to European buyers fell sharply.
Flat supply despite more acreage keeps Kazakh linseed tight for buyers, and the shift of export flows toward Asia amid rail and port constraints through Russia could support prices for linseed meal and oil in Asian markets.
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.