This episode provides a focused update on the global canola and rapeseed markets as of November 23, 2025.

• In India, rapeseed planting has surged to record levels, driven by favorable weather and heightened Chinese demand for rapeseed meal. The sown area has expanded by 13.5 percent year over year, with expectations for a further 7 to 8 percent increase due to strong export prospects and a 4.2 percent rise in the minimum support price. This growth is partially a response to China’s 100 percent tariff on Canadian imports, prompting China to diversify sourcing.
• Australia has resumed canola exports to China after a five-year hiatus, coinciding with a forecasted bumper crop of 6.39 million tons, the fourth-largest on record. A 65,000-ton shipment to Shandong Province underscores this renewed trade route. While Australia traditionally serves the EU, access to China opens new competitive dynamics, particularly as Canada faces a 54.1 percent year-on-year decline in exports. Canada's logistical and cost challenges, including issues along the St. Lawrence Seaway, further strain its position, affecting prices across related markets.
• Russia's Bashkorea region reported a 47 percent increase in canola oil exports to China, aligning with Israel’s broader export growth targets. In Ukraine, rapeseed prices have fluctuated, with some processors adjusting prices due to stock levels and alternative crop strategies, while others capitalized on profitable margins.
• Pakistan’s authorization of genetically modified canola imports from Australia marks a significant policy shift, building on last year's non-GMO exports valued at over $500 million. This development could broaden Australia’s market access and strengthen its role in global agricultural trade.