Oilseed export regulation: 2025/26 season changes the rules for rapeseed and soy

The export duty formally entered force on 4 September, but already on 7 September exports of RPS and SB were effectively stopped.

Domestic prices dropped to annual lows in September-October as exporter competition disappeared. Crushers used the almost monopoly but short-term position to reset their prices downward and widen margins.

Many export contracts introduced a new clause allowing buyers to reject the execution if export channels remained blocked.

Only after the Gov’t approved the administrative mechanism at the end of October, the oilseed market begins to stabilize.

The duty radically changed the flows in RPS and SB use. Exports of raw oilseed fell immediately while domestic processing expanded. The rapid switch in September showed how sensitive the market is to regulatory changes.

RPS appeared to be the most duty-sensitive crop with its processing captured the largest upside.

Lower exports reflected not only the duty but also reduced crop size and late harvest, yet the drop in export pace (58% of potential vs. 84% last year) clearly shows the impact of the new rules.

Domestic prices were under pressure through September–October and processor margins widened. Only by late October did market conditions normalize after the official mechanism was clarified.

The 2025/26 season may be as decisive for RPS and SB as the early-2000s duty shift was for SFS.