It was a raucous week in the oilseeds market as March soybeans climbed nearly a buck higher and hit a new contract high. However, a temporary top may be forming as it has struggled these last two days of trading. For crop insiders, not much has changed. The South American crop has long been challenged but now outside money has taken a notice and is anxious to diversify out of other assets as inflation becomes a new concern. Whether they are late to the party is one guess, but another expects soybean supply numbers to get painted even lower. There is still no quantification of the quality concerns for soybeans coming out of central and northern Brazil. New Estimates
There is a 19 MMT or 15 percent spread between the bulls and bears on wh...
What You Need to Know Today: Crude oil prices extended their rally today, supported by several developments, including escalating Houthi attacks on Saudi Arabian oil infrastructure and growing concerns about supply disruptions. The Trump administration is reportedly preparing to remove 50 perc...
Key Takeaways: The agricultural trade surplus has become a sizable deficit: the balance swung from a $40.1 billion surplus in 2011 to a $40.7 billion deficit in 2025. Imports kept growing while exports lost momentum: between 2020 and 2025, agricultural imports increased 45 percent, compa...
USDA released its October Cattle on Feed report Friday, showing 11.4 million cattle in feedlots with capacity for 1,000 head or more, slightly below last year. September placements were the lowest for the month since records began in 1996, marking the third consecutive month of placements sett...
Regional News Dry weather across the UK and Europe is becoming increasingly concerning for the 2027 crops as planting intentions are lowered amid dry soil conditions. Delayed sowing or establishment under adverse conditions could leave crops more vulnerable to frost/freeze events and dise...
