Market Report June 2025
Early notification gets us half the way there
Complex, unpredictable, risky – these and many other superlatives describe your and our supply chains. We are all familiar with the individual crises from the media. One key consequence for our common business: the lead times for virtually all of our products have become longer.
That is why it is more important than ever to contact us with your requirements as early as possible. The sooner you inform us, the better we can ensure availability and attractive price levels for you.
Vegetable oils
We are looking at very calm markets. Rapeseed prices are stable to slightly firmer into the new harvest, although harvest forecasts have been significantly increased as a result of the recent rainfall in the EU. The fall in demand is putting slight pressure on sunflower oil prices. Nevertheless, many market participants still have demand before the new harvest in autumn 2025 and will have to cover this from the remaining quantities from 2024, which is likely to cause prices to rise in the foreseeable future. Soy is sharing the calm on the markets. For the future, soy farmers are currently watching developments in the US regarding the blending of biofuel into mineral oil with concern. Lower blending quotas are expected.
The markets for organic sunflower, including high-oleic qualities, and organic rapeseed remain tense: scarce availability is meeting with unchanged high demand amid structural cultivation problems – organic cultivation areas are currently declining because the effort and yield are no longer in proportion. The future viability of organic rapeseed is seen as particularly critical, as its climate sensitivity and susceptibility to pests make yield prospects particularly uncertain. Overall, the signals point to rising prices for the new harvest and a market that remains challenging, although some market participants see slight signs of easing for sunflower.
Coconut, including Rainforest Alliance certified qualities
The market is very tight in the spot months and is trading at significant premiums. The current wait-and-see demand is counteracting further price increases. We recommend covering requirements until the end of Q3/2025, when better harvests and rising production figures are expected to increase availability.
Organic coconut
A volatile market, most recently with minor price corrections that will not last. Raw material availability for oil is reduced due to continued high demand for coconut milk and flakes. We recommend planning ahead and securing requirements until Q1/2026. The weather conditions are favourable for better harvests and price corrections from around the end of Q1/2026.
GLA – evening primrose, borage, perilla and blackcurrant seed
The situation is attractive for longer-term contracts with stable markets, good availability and favourable price levels.
MCT
The availability situation in Europe has continued to ease and prices have fallen. Both palmkernel and coconut-based qualities are available on the spot market. Depending on the quality, it may be advisable to secure supplies until the end of 2025 – please contact us to discuss your specific requirements.
Olive
In Spain, flowering has begun and looks excellent so far. At this still very early stage, estimates for this year’s Spanish harvest are well above last year’s level. As the market continues to trend downward, we recommend not covering beyond mid-Q4.
Safflower
Currently, market availability is severely limited for all qualities. The situation will not ease until the arrival of new harvests towards the end of Q1/2026 at the earliest. We recommend covering needs until then. Please feel free to contact us with your requirements and take the current long delivery times from the origins into account in your planning.
Sesame
The market is characterised by currently low demand and a high carry-over from 2024. At present, no major movements are expected on the raw materials side, but weather conditions could change this abruptly. Long shipping times and high freight rates remain challenging. We recommend taking advantage of the favourable price level for forward-looking cover until Q1/2026.
Grapeseed
With positive harvest expectations, prices are currently at a low point with no potential for further reduction. We recommend covering needs until the end of Q1/2026. Perspectives: cultivation areas are expected to decline, partly due to climate change and falling demand for wine. Grapes are mainly used in wine production. Grape seed oil and press cake contribute to the sustainable use of all components of the raw material. You can use this close connection to upcycling in your marketing if appropriate. Information on upcycling and our product range can be found here.
Maritime products
Marine oil, Omega-3, Friend of the Sea or Marin Trust
The quota of Fishing Season I is likely to be caught shortly. It is assumed that only very small quantities with fatty acid profiles for Omega 18/12 will be available, while yields for other oil qualities will be good. Accordingly, a significant price delta is expected. We recommend covering 18/12 qualities until March 2026. Please feel free to contact us regarding your requirements for alternative qualities; we expect final prices to be available in mid-June.
Perna Canaliculus (green-lipped mussel powder)
A shortage in the market is to be expected: global demand is rising as consumers become more aware of health and sustainability issues. At the moment, demand from Japan, South Korea and the USA is significantly higher. On the supply side, the focus is on New Zealand, where no drastic climate change-related production losses such as those seen in Europe are currently being recorded or expected. In view of the rising market, we recommend coverage until Q2/2026. When procuring, it should be noted that, in addition to the pure full-fat variety, a defatted quality (by-product from oil production) is currently being offered on the market at aggressive prices.
