Global Canola Market Summary.

• The European Union recorded a historic milestone in the 2025/26 marketing year, with canola processing reaching a record 26.3 million tonnes. Strong demand from the biofuel sector has supported processing activity, while higher production in France, Germany, Poland, and Romania has strengthened regional supply. Looking ahead, production is expected to increase further due to expanded acreage, although processing volumes are forecast to remain stable. At the same time, the EU's import requirement is projected to decline, reducing dependence on supplies from major exporters such as Canada and Australia.
• In Canada, severe flooding has disrupted production despite record planted acreage. An estimated 5 percent of planted area is expected to remain unharvestable, tightening effective supply. Combined with higher energy market volatility, these weather concerns have driven a sharp rally in ICE canola futures as traders reassessed production risks.
• Russia has begun its winter canola harvest with expanded acreage in the Stavropol region, reflecting the country's broader strategy to increase production and strengthen export capacity, particularly for the Chinese market. Although regional output remains relatively small in the context of global supply, the expansion highlights Russia's continued investment in the canola sector.
• Germany's rapeseed meal market experienced weaker export performance during the 2025/26 marketing year, with shipments declining significantly due to lower demand from several European trading partners and stronger competition from alternative protein meals such as soybean meal. Spain remained a notable exception, recording substantial import growth.
• In the United States, biofuel policies continue to reshape the canola market. Record planted acreage, concentrated primarily in North Dakota, reflects increasing demand for low carbon feedstocks used in renewable fuel production. This expansion underscores the growing strategic role of canola within the renewable energy sector.