With the European soybean harvest completed in November, the latest Donau Soja Market Report provides a comprehensive overview of production volumes, pricing developments and supply movements across Europe and key global origins. Overall, non-GM supply in Europe remains steady, yet shifting international dynamics are reshaping market conditions.
EU-27 soya production is forecast to reach 2.9 million tonnes. While this is slightly below last year’s level, it remains broadly consistent with long-term trends. In Ukraine, the harvest continues to be strong but has decreased by 18 percent to 4.8 million tonnes for 2025. Persistent rail delays and higher freight costs are slowing export flows of Ukrainian soya into Europe, adding pressure to regional supply chains.
Non-GM soya prices rose by 5 to 8 percent in mid-November, reflecting a pronounced rally in global futures markets. At the same time, India’s non-GM soymeal exports to Europe are expected to decline significantly next season. This development is driven by lower domestic production, stricter EU pesticide regulations and growing demand for transparent, traceable supply chains.
Brazil is projected to expand its non-GM soya production again in 2025 to 2026. Strong seed availability and stable premiums continue to support output growth, reinforcing Brazil’s role as a key supplier to European markets.
Want to get the full picture? The complete Donau Soja Market Report is available here:
https://www.donausoja.org/news/market-report/