The information and opinions expressed below are based on my analysis of price behavior and chart activity Thursday, December 11, 2025 March Soybeans If you like this article and would like to receive more information on the commodity markets from Walsh Trading, please use the link to join our email list –Click here March Soybeans (Daily) **January Soybeans are still the …
Flash Sales Supported the Grain Markets on Thursday
Soybeans– Soybeans closed higher today after some flash sales this morning. The USDA reported flash sales of 264k mt of soybeans to China, in addition 226k mt to unknown and 65k mt. Soybean sales for the week ending November 13 were 695k. The deadline for soybean exports to China continues to change. First the deadline was set as the end …
Soybeans Trade Back Above 1100
Soybeans– After yesterday’s WASDE report soybeans continued lower in the overnight session, trading 5 cents lower. Soybeans came back some today, now back above 1100. Soybeans exports to China lagging, with no Chinese buying rumors this week. Argentina’s export tax is set at its lowest level since 2007, showing the country is really trying to incentivize farmer selling. Soybean meal …
The Domestic Pivot: Navigating the Soybean Market’s “New Normal” in Late 2025
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 …
Corn Trades Higher After a Friendly WASDE Report This Morning
Soybeans– The December WASDE came out this morning. It was a quiet report for soybeans on this report. Yield was left unchanged at 53.0 bpa. New crop production was kept unchanged at 4.253 bb. Ending stocks are still estimated at 290 mb, at no change from November. World ending stocks were increased from 122 mmt to 122.4 mmt but that …
The Grains Trade Lower Ahead of the December WASDE Report Tomorrow Morning
Soybeans– Soybeans traded 7 cents lower during the overnight session and continued lower today. Soybeans are now trading below 1100. The December WASDE report will be released tomorrow morning. In November, the USDA estimated ending stocks at 290 mb. The average estimate for endings stocks on tomorrow’s report is 302 mb. The high estimate has ending stocks at 385 mb, …
WRT World Agricultural Supply and Demand December 7
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Soybeans Sell-Off on Friday
Soybeans– Soybeans sold off to end the week. There was a flash sale this morning for 462k mt of soybeans to China. Soybean meal traded lower for the 6th day in a row, while soybean oil traded lower on the day. The next WASDEW report is scheduled for next Tuesday. Ending stocks for the December WASDE are estimated at 306 …
Soybeans Trade Higher After Bessent Pushes the Export Deadline to the End of February
Soybeans– Soybeans were higher in the overnight session and continued higher today. China has continued buying US soybeans with 7 cargoes booked for shipment through mid-December. It has also been reported that the deadline for Chinese soybean exports is now February instead of the end of the year. Treasury Secretary Bessent switching the deadline 3 months later than initially announced …
The Grains Trade Lower on Wednesday
Soybeans– Soybeans were up 2 1/2 cents in the overnight session but reversed during today’s session. China bought more US soybeans yesterday. If soybeans continue to fall China could step up their purchases. China also bought soybeans from Brazil yesterday. China is still working to meet the 12 mmt target by the end of the year. Brazil’s planting pace is …