Rabobank sees canola playing key role in Australian biofuel future
In Australia, Rabobank says canola’s role could rise as biofuels target hard‑to‑abate transport sectors, diversifying demand and supporting longer‑term price resilience and altered crop rotations in Australia. Traders can capture value by shifting exports from seed to processed oil amid expanding Asia‑Pacific biofuel capacity and tighter European rules, increasing the need for traceability and stable feedstock supply. Crushers may see improved margins and utilization if oil demand outpaces seed exports, though outcomes depend on seed costs, energy, logistics, policy and by‑product values. Regional mandates and Middle East supply risks may accelerate biofuel policy and investment.
Category: Fuels
