Rapeseed / Oilseed rape
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USDA: Global oilseed crop production lower, ending stocks down - trend: rising
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IGC: Stable global availability, oilseed index firm - trend: stable to slightly rising
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U.S. soybeans 2025/26: lower beginning/end stocks and slight decline in production (4.3 billion bushels) based on reduced acreage. Crush remains stable, exports cut by 40 million bushels - trend: slightly bullish
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Season average price stable at $10.10/bu; soybean oil price +7 ¢ /lb (to $0.53) on tight supplies - slightly bullish oil & crush margins
Soybeans/ oilseeds
IGC Grain Report (August 21, 2025)
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Global soybean production at record level (~430 million tons), use increases significantly (+18 million), global stocks fall slightly - trend: stable to slightly bullish
Supplementary data
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Export reduction, increased crush, ending stocks slightly higher - neutral to slightly bearish
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USDA Oilseeds Report: Bean exports down, but soybean meal and oil production up. Meal exports for 2025/26 on record course (~82 million tons)
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IGC monthly report July: Smoothing of world supply, but demand robust; global storage level tight - stable
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Reuters market commentary: Global ending stocks for soybeans high but revised slightly downwards - possible bullish risk factor
2-4 week trend forecast for soybean market
| Segment | Forecast | Market Commentary |
|---|---|---|
| Soybeans | Stable to slightly bullish | Tighter ending stocks and more restrictive production |
| Soybean oil & meal | Slightly rising | Strong crush industry & bio-based demand (e.g. biofuel) |
| Ending stocks & exports | Tighter & selective | US exports reduced, but global demand remains high |
