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Kazakhstan's flax harvest in 2026 is expected to stay at last year's 1.35 mln tons despite a 40% larger planted area, due to summer drought. Flax exports in September rose 33% month on month to 100.9 thsd tons, with China taking 71%, while shipments to EU countries fell sharply.
Flax and linseed trade shifting to Asia reflects logistics constraints on EU routes, and low yields limit exportable supply, which could firm linseed meal and oil values.
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.