Rapeseed Supply Crisis Deepens as Europe Leans on Imports

Oilseed war premium drained out of soybeans, rapeseed and canola after Vladimir Putin confirmed Russian and Ukrainian peace talks. Bertrand Oesterle, StoneX VP of Clearing & Execution Sales, breaks down what the correction leaves untouched underneath. A far larger than expected set of EPA small refinery exemptions has pushed more soybean oil demand toward larger refiners, and the July U.S. crush set a record for the month. China is still buying U.S. soybeans, while lower European Union rapeseed output widens the import gap just as Ukraine, the Rhine and the Danube face their own constraints. Discover Actionable Insights with StoneX Market Intelligence: https://shop.stonex.com/collections/all?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_bertrand_oesterle&utm_content=share 00:00 - Peace Headline Guts Oilseeds 01:27 - Iran Conflict Still Simmers 02:59 - EPA Shock Lifts Soybean Oil 04:58 - China Keeps Buying U.S. Beans 05:51 - Brazil Estimates Defy La Nina 07:18 - Europe's Rapeseed Crop Shrinks 09:49 - Rhine and Danube Still Slow 11:53 - Palm Supply Slips Next Season Like and subscribe for more financial market insights. #Soybeans #Rapeseed #StoneX #BertrandOesterle