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Weekly Oilseeds Outlook

Bullish factors Bearish factors
  • Policy support for vegetable oil prices
  • China returns to buying Canadian canola
  • Threat to Suez shipping should Iran conflict resume
  • Potential weather threats yet to 2026 harvests
  • USDA’s 2026 US sowing forecast lower than expected
  • Pressure from strong Brazilian soybean harvest
  • Seasonal upswing in Australia’s canola exports
  • Large EU, Canada rapeseed sowings for harvest-26
  • De-escalation of the Iran war
  • High fertiliser prices encourage oilseed area vs cereals

 

Rapeseedfunds 08.04.26

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