Category: Soybeans

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…

Export surge: Argentina’s 2025 soybean exports are projected to jump 172% year-on-year to over 12.5 million tons, led by Chinese demand. China-driven demand: China accounts for 85% of December 2025 shipments and an estimated 11.6 million tons of full-year imports from Argentina. Mixed fundamentals: Slower planting progress and lower soybean oil and meal exports contrast…

US soybean crush in November 2025 reached 6.0 million tonnes, missing expectations and down from October’s 6.43 million tonnes. Despite the monthly decline, September–November 2025 soybean crush rose 8.6% year-on-year to 18.1 million tonnes. Reduced US crush in November implies slightly tighter soymeal and soyoil supplies, which is Neutral to Slightly Bullish for Black Sea…

Argentina’s soybean crush fell to 3.49 MMT in November, a 0.55 MMT month-on-month drop to a 3‑month low amid strong export demand and seasonal supply tightening. Meal and oil inventories declined sharply, with soybean meal stocks down 32% to 728,000 tonnes, tightening near-term product availability. Sunflower seed processing hit a 9‑month low at 306,000 tonnes,…

Bullish: Argentine field trials show soybean yields rising 77% (2.6 to 4.6 t/ha) and corn yields up 7,000 kg/ha using pig wastewater technology, with notable long-term soil fertility gains. Bearish: Potential future expansion of this technology in South America could add to global soybean supply and pressure prices, while rising Russian fertilizer output may raise…

VAL’s $100M second crushing line lifts total daily capacity to 7,800 tonnes, solidifying Vietnam’s role as a major regional soybean processor. Annual output of 2 million tonnes of soybean meal and 500,000 tonnes of crude oil will cover ~30% of Vietnam’s feed demand and curb dependence on imported meal. Market impact is neutral to bearish…

Bearish for Argentina: Soybean oil exports fell 19% month-on-month in November to 524,000 tons, with stocks tightening to 4.5 million tons. Supportive for Black Sea oils: Reduced Argentine export pressure may create room for Black Sea sunflower oil to gain market share, especially in India. Stable Asian demand: India and Nepal absorbed 65% of Argentina’s…

Bullish: Expanded crushing capacity in Vietnam and strong Chinese demand underpin sustained global soybean meal and oil consumption. Bearish: Argentina’s aggressive export surge and record Brazilian shipments intensify competition, pressuring Black Sea soybean margins. Neutral to Bearish Black Sea: Mexico’s deepening reliance on U.S. soybeans and Asia’s tilt toward South American origins limit outlet options.…