The Case of Canadian Canola and the Downside Risks from Export Market Concentration

Trade-related headwinds have dire implications for the export-reliant Canadian canola sector.

Canada’s multi-billion-dollar canola industry faces headwinds from ongoing Chinese antidumping duties and uncertainty in Canada-U.S. trade relations. We analyze the economic fallout of ongoing trade disputes and other current market and policy challenges facing Canadian canola, challenges which are also relevant for other export-reliant agricultural commodities facing trade retaliation.


By Farzana Shirin, William Ridley, and Guillaume Lhermie.

Published January 10, 2026.