
Ukraine supplied about 50% of EU rapeseed imports in the 2026/27 season to date, with total EU imports at 1.4 million tonnes, down slightly over 1%. Ukraine's October rapeseed exports fell 12% month-on-month to 387.4 thousand tonnes, and its rapeseed oil exports fell 53%, amid logistics constraints.
Tighter Ukrainian shipments reduce EU rapeseed supply just as Canadian exports strengthen competition, which could firm EU rapeseed prices while Canadian supplies cap gains.
Not enough comparable past events yet for a historical read.
After 85 past bullish logistics events, Soybean Oil moved a median +0.7% over 5 sessions (64% higher; middle half -1.3% to +2.7%), and +3.1% over 20.
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.