Category: Soybeans

South Korea secures 120,000 tons: KFA and NOFI jointly booked soybean meal for delivery through May 2024, locking in supply at competitive C&F prices. Multi-origin vs. South America-focused: KFA diversified origins (US, China, South America), while NOFI concentrated exclusively on South American supplies. Benchmark pricing for Asia: Deals at $371.71–$373.80 per ton C&F set a…

Tambov Region harvested over 750,000 tons of soybeans in 2025, a 1.7x year-on-year increase. Yields jumped 53% to 28.6 centners/ha, from 18.7 centners/ha in 2024. Region now ranks fourth nationally in Russian soybean production and second for yield growth. Market impact assessed as neutral to slightly bearish for Black Sea soybean markets. Russia’s Tambov Region…

India’s demand shift: Soybean oil imports hit a record 5.53 million tonnes in 2025, up 33% year-on-year, as buyers moved away from palm and sunflower oils. China’s tightening meal balance: Soybean meal stocks are expected to fall to 900,000 tonnes by end-January from record levels near 1 million tonnes since October 2025. Price strength: Dalian…

Strong South Korean demand: Buyers secured 120,000 tons of soybean meal in dual tenders for March–May 2025 delivery, locking in near-term feed coverage. Stable international pricing: Narrow price spread of about $2/ton (C&F) between KFA and NOFI tenders signals steady global soybean meal values. Origins concentrated outside Black Sea: Supply is sourced from the U.S.,…

Program Expansion: ADM and Bayer will scale their sustainable soybeans initiative in Maharashtra from 25,000 to 100,000 farmers by 2029. Area Growth: Cropped area under the program will rise from 35,000 to 200,000 hectares across seven districts. Sustainability Focus: The initiative is built on the ProTerra framework, emphasizing optimized production, biodiversity protection, and stronger post-harvest…

Record Harvest: Tambov Region harvested 750,000 tons of soybeans in 2025, up 320,000 tons year-on-year. Yield Surge: Average yields rose 53% to 28.6 centners/ha from 18.7 centners/ha in 2024. National Standing: Region ranks second in Russia for largest soybean yield increase and remains a top national producer. Price Impact: Neutral to bearish implications for Black…

Brazil–Russia Shift: Brazilian soybean exports to Russia plunged 63% to 150,000 tons, cutting soybeans’ share of bilateral trade to just 6.5%. China Buying U.S. Beans: Sinograin booked 600,000+ tons of U.S. soybeans for Apr–May, pushing total commitments toward 10–12 million tons despite cheaper Brazilian offers. Sustainability Premium: Bunge’s 12,000-ton traceable soybean meal deal and 345,000-hectare…

Prices: Ukrainian soybean export prices eased, with most deals reported around USD 423–425 per ton. Logistics: Russian attacks on Ukrainian port infrastructure continue to disrupt unloading operations and constrain exports. Demand: Domestic soybean demand softened as soybean meal export prices fell to USD 350–370 per ton DAP-western border. Sentiment: Market tone is neutral to slightly…

Volume: South Korea’s Major Feedmill Group (MFG) secured 120,000 tons of soybean meal from COFCO in two equal 60,000-ton cargoes. Pricing Benchmark: April delivery priced at $376.91/t C&F and May delivery at $373.71/t C&F set a reference for Q2 2025 Asian soybean meal values. Origin: Supply is expected from established exporters in the United States,…

Program scale-up: ADM and Bayer will expand their soybean sustainability program in India to 100,000 farmers and 200,000 hectares over the next three years. Four-fold farmer growth: Farmer participation is set to increase four-fold from 25,000 since the program’s 2022 launch. Near six-fold area expansion: Cultivation area will grow from 35,000 to 200,000 hectares across…