Argentine Soya Crush Forecast to Decline by 1-2 Mn T in Sept/March

There is a high probability of a year-on-year decline in Argentine soybean crushings in Sept/March 2025/26....One constraint is to be seen in finding a home for the prospective increase in world export supplies of soya meal.......

Soybean Prices Seeking New Lows Amid Ample Supplies

The prospective supply & demand fundamentals for the 2025/26 season can be described by a further increase in production of soybeans, increasing crushings and accumulating soybean stocks in the fourth consecutive year...Current ample world supplies of soybeans and the outlook of another record crop in South America in early 2026 triggered additional price weakness in the cash and futures markets....

World production and crushings of oilseeds other than soybeans will recover in 2025/26 under the lead of sunflowerseed. Latest OIL WORLD supply and demand estimates for all 10 major oilseeds in the MONTHLY report....

Renewed Strong Repercussions from Biofuels Market Shaping Up

The prospective further increase of US biofuel requirements and the strong focus on domestic feedstock have already started to affect trade flows and price-making. US soya oil prices have returned to large premiums over the world market, pulling up also other vegetable oils.....

Consumption of vegetable oils will increase sharply in the USA in 2025/26, following a setback by roughly 0.9 Mn T shaping up this season, which occurred primarily in Jan/May....The currently forecast increase in world consumption of the eight major vegetable oils by 3.9 Mn T in Oct/Sept 2025/26 appears relatively small and will probably require some rationing in usage for energy as well as for food....

EU Soya Meal Usage Up Steeply in 2024/25

South America Taking Market Share from the US in July/Dec

Order Your OIL WORLD Annual 2025 NOW

Political intervention, viz. escalating trade conflicts and biofuel policies, has been the key feature in the global markets of oilseeds, oils & fats and oilmeals in recent months, making a difficult market even more complex and keeping volatility high. 
                                
The OIL WORLD price index of eight edible oils peaked this season already in November and has again been on a downtrend since early April. The bullishness initially emanating from declining production of sunflower oil, rapeseed oil and palm oil has been eased of late by declining biodiesel/HVO production, primarily in the USA, the EU-27, Argentina and China, which lowered feedstock requirements.

Low mineral oil prices have hurt the competitiveness of vegetable oil-based biofuel in recent months. Furthermore, the vagaries of US biofuel policies affected feedstock demand domestically and abroad. Less biofuel has been produced for export to the USA in the EU, Singapore and China in recent months. It must be assumed that eroding exports of UCO from China to the USA have partly contributed to the pronounced decline of Chinese palm oil consumption so far this season.

For producers and consumers alike the global markets will again provide great challenges and opportunities this year. To take advantage of them you require the independent and competent information and forecasts we are providing in this unique compendium.

In the 2025 issue of the OIL WORLD ANNUAL we analyse all the important price-making factors and publish our first 2025/26 projections for each of the 10 oilseeds, 17 oils & fats and 12 oilmeals.
The ANNUAL focusses also on demand for vegetable oils and animal fats  as a feedstock for biofuel production and its impact on the total global demand, trade and prices of oils and fats as well as the repercussions on oilseeds and oilmeals. This includes world production of biodiesel (with breakdown by country) as well as biodiesel imports and exports of major countries. More details in the just released OIL WORLD Annual 2025....

Canola Supply & Demand Outlook

Canadian canola crushers are likely to benefit from rallying US veg. oil prices in 2025/26 but reduced Canadian canola supplies and complex canola meal disposals will remain limiting factors. However, the improvement in Canadian canola demand prospects for the 2025/26 season apparently came too late to raise this year’s spring plantings, sparking a rally in new-crop prices on the ICE...