🌾 Oilseeds Market Intelligence Report – June 2025 🎯 Focus Crops: Mustard & Soybean Prepared for: Farmers | Traders | Consumers By: Harvest Track Research

 📌 1. Overview & Current Market Sentiment

• 📉 Global edible oil markets are moderately bearish, reflecting strong production forecasts in South America and India.

• 🇮🇳 In India, mustard and soybean arrivals are gradually easing, but stock levels remain sufficient.

• 🌍 Export demand for soybean meal is picking up, aiding price support, while mustard remains more domestically driven.

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🌱 2. Farmer Focus: Harvest Strategy & Storage Advisory

✅ Mustard

• Crush Margin (June 2025): ₹1,200–₹1,400/MT (Moderate, steady)

• Harvest Advisory: Harvest is complete in most regions. Farmers with remaining produce should wait for mid-June upward price correction expected due to pipeline demand.

• Storage Advice:

  • Keep mustard in dry, ventilated spaces to prevent oil loss and fungus.

  • Use neem-based natural protectants to minimize weevil damage.

✅ Soybean

• Crush Margin: ₹1,800–₹2,000/MT (Strong, supported by export meal demand)

• Sowing Preparations: Farmers in Madhya Pradesh and Maharashtra are preparing for kharif sowing. Seed demand is strong.

• Storage Tip: If stored, soybeans must have <9% moisture. Aerated bags or bins are recommended.

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📈 3. Trader Focus: Price Fluctuations & Export Trend Analysis

🛢️ Oilseed	📊 Mandis Avg. Price (₹/Quintal)	🔺🔻 Trend	🌍 Export Trend
Mustard	₹5,600 – ₹5,800	Stable	Low export, domestic focused
Soybean	₹5,100 – ₹5,400	Firm	Strong soybean meal exports to Vietnam, Bangladesh

🔍 Market Dynamics:

• 🌦️ Weather Watch: Delayed monsoon could impact kharif sowing, which may lift soybean prices short-term.

• 🏭 Processing Industry: Soybean meal export orders have increased by 12% month-over-month.

• 💹 Mustard oil demand in East India (Bihar, West Bengal) is giving modest support to prices.

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🧴 4. Consumer Focus: Edible Oil Price Sensitivity Check

🛒 Edible Oil	💰 Retail Price (₹/L)	🔺🔻 Trend	📌 Driver
Mustard Oil	₹140 – ₹150	Slightly Down	Steady domestic crop supply
Soybean Refined Oil	₹120 – ₹130	Firm	Global soy oil supply adjustments
Palm Oil (reference)	₹105 – ₹110	Stable	Indonesia/Malaysia price cues

🧠 Consumer Tip:

• Bulk purchase of mustard oil advisable now as prices are seasonally low.

• Soy oil prices may firm up slightly if monsoon delay affects planting.

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📦 5. Strategic Takeaways

For Farmers:

• ✅ Store mustard safely if possible – price rebound expected after June.

• 🌧️ Monitor kharif rainfall closely for soybean sowing; arrange seed early.

For Traders:

• 📈 Track soybean meal export bookings weekly – supports domestic soybean.

• ⚖️ Mustard may remain sideways – watch for government procurement signals.

For Consumers:

• 🛒 Current prices favor stocking mustard oil.

• 🧾 Price-sensitive buyers can explore palm-sunflower blends to cut costs.

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📍 Conclusion

North India's oilseed markets are entering a critical transition – with mustard nearing storage season and soybean on the edge of sowing phase.

• Crush margins remain viable for processors.

• Export tailwinds in soy meal support near-term bullishness.

• Consumers are advised to take advantage of current moderate oil prices.