Ukrainian rapeseed — newsmaker and headache

Ukraine rapeseed exports are frozen by the 10% duty.

In 2025/26 season, rapeseed export potential cut (19% less y/y) on a smaller crop (13% less y/y) and the duty shock.

Typical Sep RPS exports are 500–900 K mt, 3-yr avg at 730 K mt.

However, given that July–August exports exceeded 25% of export potential (compared to 23–37% in previous seasons), the current season had every chance of continuing as usual.

Crushers and exporters competition vanished, crushers marked bids down, processing margins widened. This is a crushers’ market until the exemption procedure is workable.

If Ukrainian Parliament considers amendments in October, real changes could take effect from early November.