風蕭蕭_Frank
以文會友
油菜籽供應中國 印度取代加拿大
印度菜籽粕出口飆升，因中國取代加拿大油菜籽供應
Rajendra Jadhav，路透社，2025年6月19日
Indian rapeseed meal exports soar as China replaces Canadian canola supply
By Rajendra Jadhav, Reuters June 19, 2025
https://www.albertafarmexpress.ca/daily/indian-rapeseed-meal-exports-soar-as-china-replaces-canadian-canola-supply/
Mumbai | Reuters — China is set to make record purchases of rapeseed meal from India following Beijing’s move to impose a 100 per cent retaliatory tariff on Canadian canola imports, senior industry officials said.
India’s rapeseed meal exports will help China, the world’s top consumer, replace canola imports from Canada while easing pressure on local rapeseed prices in India where there are large stockpiles of the widely used animal feed.
“Indian rapeseed meal is very competitive compared to other origins. That’s why China has been increasing purchases since March,” B.V. Mehta, executive director of the Solvent Extractors’ Association of India, told Reuters.
中國3月份對加拿大菜籽油和菜籽粕征收100%關稅
孟買 | 路透社——據業內高級官員稱，繼北京方麵對加拿大油菜籽征收100%的報複性關稅後，中國將從印度采購創紀錄的菜籽粕。
重要性：中國是加拿大油菜籽的主要進口國，已對菜籽油和菜籽粕征收100%的關稅。
印度菜籽粕出口將有助於中國（全球最大油菜籽消費國）取代從加拿大進口的油菜籽，同時緩解印度國內油菜籽價格的壓力。印度國內油菜籽庫存充足，這種廣泛用於動物飼料的油菜籽庫存量巨大。
“與其他產地相比，印度菜籽粕的競爭力非常強。正因如此，中國自3月份以來一直在增加采購量。”印度溶劑萃取協會執行董事B.V. Mehta告訴路透社。
中國“憑空”成為最大買家
Mehta表示，在4月份開始的2025/26銷售年度，印度對中國的菜籽粕出口量有望躍升至創紀錄的50萬噸，高於上年的60,759噸。
2025/26年度前兩個月，印度向中國出口了113,836噸菜籽粕。中國自3月20日起對從加拿大進口的菜籽粕和菜籽油征收了100%的報複性關稅。
海關數據顯示，2024年，中國從加拿大進口了202萬噸菜籽粕，從阿聯酋進口了50.4萬噸，從俄羅斯進口了13.5萬噸。中國從印度進口了1.31萬噸。
作為世界第三大菜籽生產國，印度過去曾因價格上漲而難以向中國出口大量菜籽粕。
但貿易商表示，目前印度菜籽粕的離岸價(FOB)約為每噸202美元（合277加元），而歐盟的離岸價約為300美元。
“中國一夜之間就成為了印度菜籽粕的最大買家。中國每月購買量超過5萬噸，”一位主要出口商表示。
更高的壓榨量增加印度的油料供應
韓國、孟加拉國、泰國和越南傳統上占據了印度菜籽粕出口的大部分份額。
這位出口商表示，由於過去幾個月進口量下降，印度急需食用油來滿足國內需求。
“由於中國對菜籽粕的需求，菜籽壓榨量增加，正在改善菜籽油的供應，”他說道。
印度是世界上最大的植物油進口國，主要從印度尼西亞和馬來西亞購買棕櫚油，同時從阿根廷、巴西、俄羅斯和烏克蘭進口大豆油和葵花籽油。
Indian rapeseed meal exports soar as China replaces Canadian canola supply
By Rajendra Jadhav, Reuters June 19, 2025
China placed Canadian canola oil, meal under a 100 per cent tariff in March
Mumbai | Reuters — China is set to make record purchases of rapeseed meal from India following Beijing’s move to impose a 100 per cent retaliatory tariff on Canadian canola imports, senior industry officials said.
Why it matters: China, a key importer of Canadian canola, has placed a 100 per cent tariff on canola oil and meal.
India’s rapeseed meal exports will help China, the world’s top consumer, replace canola imports from Canada while easing pressure on local rapeseed prices in India where there are large stockpiles of the widely used animal feed.
“Indian rapeseed meal is very competitive compared to other origins. That’s why China has been increasing purchases since March,” B.V. Mehta, executive director of the Solvent Extractors’ Association of India, told Reuters.
China becoming biggest buyer ‘from nowhere’
India’s rapeseed meal exports to China are likely to jump to a record 500,000 metric tons in the 2025/26 marketing year which started in April, up from the last year’s 60,759 tons, Mehta said.
In the first two months of 2025/26, India exported 113,836 tons of rapeseed meal to China, which imposed a 100 per cent retaliatory tariff on canola meal and oil imports from Canada starting on March 20.
In 2024, China imported 2.02 million metric tons of canola meal from Canada, 504,000 tons from the United Arab Emirates, and 135,000 tons from Russia, according to customs data. It bought 13,100 tons from India.
India, the world’s third-largest rapeseed producer, had struggled to export significant amounts of rapeseed meal to China because of higher prices in the past.
But now India is offering rapeseed meal at around $202 per ton (C$277) on a free-on-board (FOB) basis compared to around $300 for supplies from the European Union, traders said.
“China has emerged as the biggest buyer of Indian rapeseed meal from nowhere. It is buying more than 50,000 tons every month,” said one of the leading exporters.
Higher crushing increasing India oil supply
South Korea, Bangladesh, Thailand, and Vietnam traditionally account for the bulk of India’s rapeseed meal exports.
India badly needs edible oils to fulfill local demand amid lower imports in the past few months, said the exporter.
“Higher rapeseed crushing because of Chinese demand for meal is improving rapeseed oil supplies,” he said.
India, the world’s biggest importer of vegetable oils, buys palm oil mainly from Indonesia and Malaysia, while it imports soyoil and sunflower oil from Argentina, Brazil, Russia and Ukraine.
