Canada Markets

With another 238,000 metric tons (mt) of canola shipments to China in June making it the top export destination yet again, the marketing year-to-date sales to China have amounted to just about half of the world total. They received 4.426 million metric tons (mmt) of canola seed from Canada in the first 11 months of the marketing year out of the total 8.912 mmt shipped by the end of June.

It appears China continued to take advantage of the price break that it itself inspired with the surprising 100% tariffs applied to Canadian canola oil and meal imports (as I suggested would likely be the case back in March). See more at "China Deals Western Canada a Severe Blow, But Why Now?" at https://www.dtnpf.com/….

Rounding out the top four destinations were Japan in second place (1.618 mmt), Mexico in third (726,000 mt), and United Arab Emirates (UAE) in fourth (568,000 mt). The interesting part of the UAE total is that it could be for processing to ship canola oil and meal to China to avoid the 100% tariffs. It happened before when canola seed shipments from certain Canadian companies to China were restricted over blackleg contamination concerns.

Looking at other primary crops exported throughout the past 11 months, I thought the top destinations may be of interest to readers. Rounding out the oilseeds, soybean shipments of 5.071 mmt were dominated by China as well. They took 1.032 mmt of soybeans while Iran came in second place at 767,000 mt. Algeria came in third at 443,000 mt and the United States was fourth, receiving 376,000 mt.

Non-durum wheat export statistics did see China bumped back to third position, taking 1.811 mmt out of the total 21.085 mmt shipped by the end of June. Indonesia was the top destination, taking 2.238 mmt, while second place went to the U.S. at 1.846 mmt (for blending purposes). Finally, Japan rounded out the top four as it received 1.785 mmt.

Durum wheat statistics would come as a surprise to no one involved in the industry with Algeria taking top spot at 1.484 mmt received out of a total of 5.345 mmt shipped by the end of June. Second place went to Morocco (1.140 mmt), third to Italy (852,000 mt) and the U.S. rounded out the top four (594,000 mt).

China made it back into top spot by far for barley export destinations with it receiving 1.466 mmt out of the 2.043 mmt shipped. Japan was a distant second taking 404,000 mt while the U.S. received 170,000 mt for third spot. If you want to call it that, fourth place went to South Korea with 1,746 mt shipped, demonstrating how concentrated the barley export market is.

Oat exports were even less exciting with 1.143 mmt out of a 1.502 mmt total going to the U.S. Mexico took a relative handful (161,000 mt) putting it in a distant second place with Peru in third at 43,000 mt and the UAE rounding out the top four at 31,000 mt.

Last, but not least, primarily out of Eastern Canada, corn shipments to Ireland took the top spot for the commodity with 1.073 mmt received out of a total 2.844 mmt exported. Second place went to Spain at 589,000 mt, third to the United Kingdom at 487,000 mt and Portugal rounded out the top four, taking 310,000 mt.

This may be an interesting post to keep handy for future reference, given the trade tensions throughout the world and who might look to Canada for increased supplies over tariff escalations.

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Mitch Miller can be reached at mitchmiller.dtn@gmail.com

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