风萧萧_Frank
以文会友
油菜籽供应中国 印度取代加拿大
印度菜籽粕出口飙升，因中国取代加拿大油菜籽供应
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.
中国3月份对加拿大菜籽油和菜籽粕征收100%关税
孟买 | 路透社——据业内高级官员称，继北京方面对加拿大油菜籽征收100%的报复性关税后，中国将从印度采购创纪录的菜籽粕。
重要性：中国是加拿大油菜籽的主要进口国，已对菜籽油和菜籽粕征收100%的关税。
印度菜籽粕出口将有助于中国（全球最大油菜籽消费国）取代从加拿大进口的油菜籽，同时缓解印度国内油菜籽价格的压力。印度国内油菜籽库存充足，这种广泛用于动物饲料的油菜籽库存量巨大。
“与其他产地相比，印度菜籽粕的竞争力非常强。正因如此，中国自3月份以来一直在增加采购量。”印度溶剂萃取协会执行董事B.V. Mehta告诉路透社。
中国“凭空”成为最大买家
Mehta表示，在4月份开始的2025/26销售年度，印度对中国的菜籽粕出口量有望跃升至创纪录的50万吨，高于上年的60,759吨。
2025/26年度前两个月，印度向中国出口了113,836吨菜籽粕。中国自3月20日起对从加拿大进口的菜籽粕和菜籽油征收了100%的报复性关税。
海关数据显示，2024年，中国从加拿大进口了202万吨菜籽粕，从阿联酋进口了50.4万吨，从俄罗斯进口了13.5万吨。中国从印度进口了1.31万吨。
作为世界第三大菜籽生产国，印度过去曾因价格上涨而难以向中国出口大量菜籽粕。
但贸易商表示，目前印度菜籽粕的离岸价(FOB)约为每吨202美元（合277加元），而欧盟的离岸价约为300美元。
“中国一夜之间就成为了印度菜籽粕的最大买家。中国每月购买量超过5万吨，”一位主要出口商表示。
更高的压榨量增加印度的油料供应
韩国、孟加拉国、泰国和越南传统上占据了印度菜籽粕出口的大部分份额。
这位出口商表示，由于过去几个月进口量下降，印度急需食用油来满足国内需求。
“由于中国对菜籽粕的需求，菜籽压榨量增加，正在改善菜籽油的供应，”他说道。
印度是世界上最大的植物油进口国，主要从印度尼西亚和马来西亚购买棕榈油，同时从阿根廷、巴西、俄罗斯和乌克兰进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.
