Feed & Additive Magazine Issue 59 December 2025

MARKET REPORT FEED & ADDITIVE MAGAZINE December 2025 97 season, approximately 22.4 million tons are expected to be marketed as sunflower meal. Russia is expected to account for the largest share of sunflower meal production during this period, with 7.4 million tons. Ukraine will follow Russia in sunflower meal production with 5.1 million tons, and the EU will follow with 4.4 million tons. Cottonseed and Palm Kernel According to USDA data, cottonseed production, which was 41 million tons in the 2024/25 season, will decline by approximately 200,000 tons to 40.8 million tons in the 2025/26 season. Global palm kernel production, announced at 20.6 million tons for the 2024/25 season, will reach 21.6 million tons in the 2025/26 season. OILSEED CONSUMPTION: 2024/25 SEASON AND 2025/26 OUTLOOK Global oilseed consumption is expected to remain strong in the new season for feed, oil and industrial use. According to the USDA, global oilseed crushing consumption volume reached approximately 563 million tons in the 2024/25 season. This volume is expected to increase by 17 million tons to approximately 580 million tons in the 2025/26 season. This figure indicates an increase in both feed protein requirements and vegetable oil demand. Soybeans account for the largest share of oilseed crush at 63.2%, which is directly proportional to their production volume. They are followed by rapeseed at 14.7%, sunflower seeds at 8.7%, cottonseed at 5.4%, and palm kernel at 3.6%. According to forecasts for the 2025/26 season, China will have the largest share of global oilseed crushing at 146.2 million tons. It will be followed by the United States with 73.7 million tons, Brazil with 64.1 million tons, the EU with 48.2 million tons, and Argentina with 46.7 million tons. Data on oilseed meal consumption points to a significant increase. According to USDA data, total oilseed meal consumption, which was around 380.5 million tons in the 2024/25 season, will reach 395.3 million tons in the 2025/26 season. Soybean meal accounts for approximately 283.9 million tons of this consumption, while rapeseed meal accounts for 49.2 million tons. China accounts for the largest share of oilseed meal consumption at 113 million tons. It is followed by the EU with 51.4 million tons, the US with 43.9 million tons and Brazil with 24.4 million tons. Soybean Soybean meal and oil production continues to be the main determinant of demand in the feed sector. According to USDA data, the amount of soybean crushing, which was around 354.5 million tons in the 2024/25 season, is expected to reach 366.6 million tons in the 2025/26 season, an increase of approximately 12 million tons. The IGC, which reports total consumption data, forecasts that total soybean consumption, estimated at 419 million tons in the 2024/25 season, will reach 431 million tons in the 2025/26 season, a record increase of 12 million tons. According to the IGC, this increase in consumption will cause carryover stocks to fall from 82 million tons in the 2024/25 season to 77 million tons. China has the largest share of global soybean crushing on a country basis. According to USDA estimates, China will Source: USDA, September 2025, Million Metric Tons World Oilseed Crushing Demand Crush Soybean Rapeseed Sunflowerseed Cottonseed Palm Kernel Other oilseeds Total 2023/24 331.19 84.53 52.28 31.41 19.45 24.61 543.46 2024/25 354.51 84.15 47.54 31.19 20.46 25.12 562.97 2025/26 f'cast Aug 367.71 85.11 50.66 30.91 21.00 25.11 580.49 Sep 366.63 85.50 50.56 31.05 21.00 25.21 579.95

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