The Domestic Pivot: Navigating the Soybean Market’s “New Normal” in Late 2025

Vincent GiampietroGrains

Introduction: The Great Divergence As we close the books on the 2025 U.S. harvest, the soybean market finds itself in a state of historic bifurcation. On one side, the domestic engine is firing on all cylinders: U.S. processors are crushing beans at a record annual pace, driven by the biofuel mandates cemented in the expansion of the 45Z Clean Fuel …