Category: Soybeans

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Soybean crush slowdown: Argentina’s soybean crushing fell to 2.72 million tonnes in January, an 11‑month low and 6.5% below last year, tightening global soy oil and meal availability. Tight soy oil stocks: Soybean oil inventories slid to 180,000 tonnes, 26% below a year ago, signaling potential supply constraints for vegetable oil markets. Shift to sunflower: Sunflower seed…

Record Imports: Egypt imported 5 million tons of soybeans in 2025, the highest volume in its history. Further Growth Ahead: Imports are projected to rise to 5.5–6 million tons this year, a 10–20% year-on-year increase. Demand Drivers: Expansion of the poultry sector and increased domestic soybean crushing capacity are boosting import needs. Market Structure: All…

Bearish Black Sea soybean imports: Enzyme-processed pea concentrate offers a domestically sourced, lower-cost alternative to imported soybeans in Russian poultry feed. Improved feed efficiency: Chickens on pea concentrate showed higher weight gain with lower feed consumption, enhancing profitability and reducing reliance on premium protein feeds. Cost advantage: Ability to process substandard peas cuts protein production…

Bearish Black Sea soybeans: Enzyme-based pea protein shows potential to displace soybean meal in Russian poultry feed, pressuring regional soybean demand and pricing. Efficiency gains: Pea protein concentrate delivered 12% higher chicken weight with 6% lower feed consumption versus soybean-based diets in field trials. Cost advantage: Ability to process lower-grade peas and lower raw material…

Bullish: Russia’s 30% year-over-year soybean harvest increase to 9 million tonnes and its new status as a net soybean exporter boost regional availability of soy and meal, supporting more competitive Black Sea export offers. Bearish: India’s 54% decline in soybean meal exports and higher meal prices tighten near-term supply for key importers, but may accelerate…

Stronger US crush pace: January soybean crushing reached 6.17 million tonnes, up 7% year-on-year, pushing season-to-date volumes to a record 30.5 million tonnes. Rising oil inventories: Soybean oil stocks climbed to 1.12 million tonnes, the highest since April 2023, reflecting softer biodiesel and HVO demand. Pressure on veg oil complex: Higher US output and weaker…

Bearish for Black Sea: Brazil’s soybean exports are surging, intensifying competition and pressuring Black Sea soybean and meal prices. Logistics Watch: Weather risks may delay some February shipments into March, but overall export volumes remain significantly higher year-on-year. Processed Products Strength: Rising soybean meal and oil exports from Brazil weigh on Black Sea crush margins…

Weather risks in Brazil: Excessive rainfall in central and northern regions and drought in Rio Grande do Sul are pressuring analysts to cut Brazil’s soybean crop forecasts below 180 million tonnes. Robust US processing: US January soybean crushing hit a record 6.03 million metric tons, up 10.6% year-on-year, underscoring strong processing demand despite some weather-related…