Written Commentary
ADM Exceeds 5M Regenerative Agriculture Acreage Gal
September 9, 2025
London Wheat Report
Today’s main news story originates out of China, with the country announcing its intention to launch an anti-dumping probe into Canadian Rapeseed being imported into the country. More than half of canola produced in Canada makes its way to China, the world’s biggest oilseed importer.
China’s Ministry of Commerce stated that Canadian rapeseed exports to China have increased significantly and were being sold at below-cost levels. The Ministry went on to say that the unfair trade practices have caused losses in the domestic rapeseed sector, purportedly justifying the move.
The investigation comes just after Canada followed the lead of the United States and European Union by announcing late last month that it would impose tariffs on Chinese-made electric vehicles, aluminium, and steel—a strong coincidence perhaps.
The result in the markets off the back of the tit-for-tat war of words was stark, as seen in the Matif Rapeseed graph below. The November Matif contract dropped to a low of EUR 450.25 before making a strong recovery to finish at EUR 469.75.
Source: Refinitiv
Contact the ADMISI Grains and Oilseeds Derivatives Brokerage team
Ryan Easterbrook, Aaron Stockley-Isted and Jamie Kirkwood
Phone: +44 (0)20 7716 8477 or +44 (0)20 7716 8140 Email: intl.grains@admisi.com
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