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Non-GMO soy supply tightens

The July 2025 Non-GMO Multicrop Report forecasts a tighter non-GMO soy supply but stronger corn and rapeseed performance.

Multicrop-Market-Report
Credits: Donau Soja

Europe’s non-GMO crop markets are entering a new phase of adjustment, according to the Non-GMO Multicrop Report (July 2025), jointly published by Donau Soja, ENGA and ProTerra. The report provides a comprehensive update on supply–demand trends for non-GM soy, corn and rapeseed – three crops critical to sustainable food and feed systems.

The 2025/26 season is projected to see a narrower supply of non-GMO soy, while corn and rapeseed are likely to deliver stronger results in most production areas. At the same time, ongoing geopolitical tensions, climate volatility and evolving trade policy continue to shape market dynamics in unpredictable ways.

EU soy yields are set to be above average. Overall, non-GMO soy availability is expected to decline due to reduced production in Brazil and some parts of Europe. As a result, the global non-GMO soy market remains under pressure, especially as demand continues to rise from food and feed sectors seeking deforestation-free, transparent supply chains. Ukraine and India are emerging as key players. Both countries are expected to expand their non-GMO exports in the coming season, with Ukraine strengthening its role as a certified, traceable supplier under Donau Soja’s standards.

By comparison, the non-GM corn supply appears stable in the short term. Imports from the United States and Ukraine remain robust, with contracts covering most of European demand until October 2025. Domestic corn production is expected to be solid in key countries, although regional disparities remain due to persistent drought risks.

Similarly, rapeseed yields are expected to increase in several EU countries. While weather-related risks persist, early indicators suggest a more positive harvest outlook compared to previous seasons.

The report highlights that market volatility is expected to stay high. Weather events, shifting trade regulations, logistical challenges and geopolitical tensions all continue to impact availability, pricing and sourcing strategies. For non-GMO buyers, this reinforces the importance of transparent supply chain partnerships and forward planning.