Category: Soybeans

Russian soybean exports to China surged 118% year-on-year in March, reaching 0.12 million tons— the strongest monthly performance since December 2023. Export forecast for 2025/26 revised up by 67% to around 1 million tons, reflecting sustained external demand from China, Belarus, and Iran. Domestic ruble soybean prices in Russia’s Central Federal District rose 5% in…

China’s Q1 Soybean Imports Drop 3.1%, Signaling Tightening Supply Import decline: China’s soybean imports fell 3.1% year-on-year in Q1 2024 to 16.584 million tons, tightening domestic supply. March volumes: March imports reached 4.019 million tons, highlighting a slower pace versus prior strong months. Price support: Reduced import flows are expected to underpin higher spot soybean…

Bullish: Ukrainian soybean prices are rising on tight domestic supply and strong soybean meal export demand. Bullish: Export bids gained 2–5 USD/t to 437–450 USD/t CPT port amid firmer global vegetable oil and soybean markets. Bullish: Domestic prices jumped 300–700 UAH/t as crushers compete for limited raw soybeans. Neutral/Bearish: Port congestion and slow trade activity…

Improving outlook: Ukraine’s soybean production is showing signs of recovery after a contraction in 2025. Policy headwind: A new 10% export duty on soybeans is weighing on planting decisions and export competitiveness. 2026 uncertainty: Pessimistic acreage projections for the 2026 harvest introduce medium-term supply and pricing risk. Flow impact: Neutral to bearish implications for Ukrainian…

Soybeans – Slightly Bearish: US weekly export sales of 353,300 tonnes missed forecasts of 400,000–700,000 tonnes, signaling softer demand and potential downward price pressure. Corn – Neutral: Export sales of 1.25 million tonnes were in line with expectations, suggesting stable demand. Wheat – Mildly Bearish: Weekly export sales of 296,300 tonnes came in below market…

Export Surge: US soybean meal exports hit 380,000 tonnes in the week of March 13–19, up 52% year-on-year, with three-week volumes reaching 1.14 million tonnes. Stronger Crush: US soybean processing in March is projected at 6 million tonnes, a 7% increase versus 5.6 million tonnes last year, underpinning higher meal supply. Q1 Growth: First-quarter 2025…

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Bearish demand: EU soybean imports dropped to 8.7 million tonnes, a three-year low, reducing overall demand for export origins. Shift in supply: US and Ukrainian shipments declined while Canadian exports surged, signaling changing competitiveness and buyer diversification. Price pressure risk: Lower EU demand and increased competition among origins may weigh on Black Sea soybean prices and…

Global Soybean Processing Surges to Record 370.6 Million Tonnes in 2025/26 Record processing: Global soybean crushing projected at a record 370.6 million tonnes in 2025/26, up 12.5 million tonnes year-on-year and 55 million tonnes over three years. Black Sea expansion: Russia and Ukraine ramp up soybean crushing, strengthening regional meal and oil supply and slightly…

Record production: Global soybean meal output in 2025/26 is forecast to exceed 290 million tonnes, up 7.9 million tonnes year-on-year and well above the 10-year average. Bearish pricing: Analysts view current soybean meal prices as overvalued, with downside risk from record opening stocks and strong Argentine export flows. Demand expansion: Global consumption is projected to reach a…