Soybean meal ups and downs

Steve DavisGeneral Commentary

I am Stephen Davis, senior market strategist at Walsh Trading, Inc., in Chicago, Illinois. You can reach me at 312- 878-2391 and sdavis@walshtrading.com. Below is a daily chart pattern of March 2026 soybean meal. On Friday, December 19, the low was 300.70. Notice the circled area on the chart where the gap is at 300.70 on October 27, the same …

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 …