During the third quarter of 2025, rapeseed prices experienced mixed movements across all major markets, influenced by shifting trade policies, varying harvest outcomes, and changing import dynamics. Early in the quarter, market sentiment remained cautious as European production expectations stayed strong. Larger-than-anticipated harvests in key producing countries, particularly in Germany, increased overall supply availability and exerted downward pressure on prices.
Midway through the period, trade developments significantly shaped market direction. China’s announcement of new tariffs on Canadian rapeseed imports altered global trade flows. Anticipation of redirected Canadian supplies toward Europe contributed to brief price gains on Euronext. Meanwhile, the potential resumption of Chinese purchases from Australia raised uncertainty for EU buyers, who faced heightened competition for Australian-origin seed.
Despite these developments, ample domestic output across the European Union limited any sustained upward movement. Toward the end of the quarter, prices stabilized as markets digested the interplay between trade reorientation and abundant supply. Buyers remained cautious, focusing on procurement aligned with immediate needs rather than speculative accumulation.