Category: Soybeans

Regulatory risk: EU draft rule to label soybeans as high ILUC-risk could restrict Ukrainian access to European biofuel markets. Cost pressure: Additional low-ILUC certification would raise administrative and financial burdens for producers already hit by war-related disruptions. Strategic positioning: Ukraine highlights its non-GM, traceable, deforestation-free soybeans as a regional alternative to higher-risk imports. Market impact:…

Bullish crush margins: Strong global demand for Argentine soybean meal and oil supports high processing volumes and export flows. Bearish for competitors: Increased Argentine meal exports add competitive pressure on Black Sea sunflower and soybean meal into key import markets. Robust import-crush-export model: January–April soybean imports up 28% year-on-year underpin sustained Argentine presence in global…

Global exports down 13%: Soybean oil shipments from five major exporters totaled 5.55 mln tons in Oct–Apr 2025/26, 13% below last year, driven largely by a sharp drop in US volumes. US supply disruption: US April exports collapsed to 20,000 tons from 159,000 tons a year earlier, pulling overall global trade lower despite robust Argentine…

Export Surge: Russian soybean and rapeseed oil exports to North Africa reached 0.22 million tons in Sept 2025–Apr 2026, a 54% year-on-year increase. Market Re-entry: Russia returned to Tunisia with a fivefold jump in rapeseed oil volumes and resumed soybean oil supplies after a multi-season gap. Capacity Utilization: Eight-month exports nearly matched the entire previous…

Global Trade Expansion: Soybean exports reached 63.71 million tonnes in Jan–Apr 2026, up 10% year-on-year, underscoring strong South American supply and Asian demand. Brazil & China Dominate: Brazil shipped 40.24 million tonnes year-to-date while China imported 38.08 million tonnes, reinforcing their roles as the key global supplier and buyer. Growing Emerging Market Demand: Imports rose…

Prices: Ukrainian soybean export prices eased to USD 435-445/ton CPT port amid strong global supply. Meal: Soybean meal export prices remain firm at USD 395-407/ton DAP-western border, supported by EU demand. Global Pressure: Accelerated South American exports and record production forecasts are weighing on Ukrainian values. Outlook: Overall tone is neutral to bearish, with traders…

Planting scale: AGROTRADE Group has launched a soybean sowing campaign across approximately 6,800 hectares in Sumy and Kharkiv regions. Technology upgrades: Wide-row planting, double inoculation, micronutrient applications, and new variety tests aim to enhance yield potential. Weather risk: Adequate soil moisture and good preparation support the crop, but soybean sensitivity to heat and drought keeps…

Largest U.S. SPC facility: Bunge’s new $550 million Morristown, Indiana plant is now the biggest soy protein concentrate operation in the country. Stronger U.S. soybean demand: The plant will add roughly 4.5 million bushels (about 122,000 metric tons) of annual soybean demand, boosting local basis support in Indiana. Efficiency and non-GMO focus: Integration with existing…

Record Imports: China’s combined soybean imports from the US and Brazil hit 37 million tonnes in Jan–Apr 2026, up 10% year-on-year and well above the five-year average. US Market Share Shift: The US share of Chinese soybean imports jumped to 55% from 41%, reflecting strong late-2025 purchase agreements. Brazilian Export Surge: Brazil’s April soybean exports…

Soybeans: USDA projects 2026 US soybean harvest at 4.435 billion bushels (+4% y/y), the second-largest on record but slightly below trader expectations. Corn: US corn production seen down 6% to 15.995 billion bushels amid higher production costs tied to the conflict with Iran, though still above analyst estimates. Global Supply: Record-large soybean availability in 2026…