Trade Optimism Sends the Grains Higher

Hans SchmitGrains

Soybeans– Soybeans traded 10 cents higher today, after trading 3 1/2 cents higher in the overnight session. The market seems to be optimistic about a meeting between President Trump and China’s Xi in the next 2 weeks. With US soybeans at a discount to Brazil, there has been talk of China selling of 3.5 mt of reserve soybeans instead of …

5 Minutes on the Markets – 10/17/25

Jeff FosseGeneral Commentary

I post these videos here every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Better yet, join my YouTube Live Stream every morning at 7:45 AM CT! Search for @JeffersonFosseWalshTrading on YouTube to find my channel and subscribe (it’s free) for notifications. 10 consecutive days of gains in Live Cattle futures, marked by new …

The Grains Close Higher on Thursday

Hans SchmitGrains

Soybeans– Soybeans traded 5 cents higher, after trading 3 1/4 cents higher in the overnight session. Soybeans continue to respond well to the increasing trade tensions. Treasury Secretary Bessent mentioned this morning that a trade truce is likely going forward, instead of the current and proposed tariff schedule. Trump and Xi’s meeting at the end of the month is still …

5 Minutes on the Markets – 10/16/25

Jeff FosseGeneral Commentary

I post these videos here every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Better yet, join my YouTube Live Stream every morning at 7:45 AM CT! Search for @JeffersonFosseWalshTrading on YouTube to find my channel and subscribe (it’s free) for notifications. Cattle futures traded mixed on Wednesday, with Live Cattle gaining a little …

Soybeans Trade Steady After President Trump Calls China’s Lack of Soybean Purchases an “Economically Hostile Act”

Hans SchmitGrains

Soybeans– Soybeans reacted well to yesterday’s social media post by President Trump where he mentioned the possibility of terminating cooking oil imports from China because of the lack of soybean purchases. Soybeans traded close to unchanged, after a 4 1/4 cent slip in the overnight session. Soybean meal had a strong reaction to Trump’s comments, trading 1.60 higher. Soybean oil …

5 Minutes on the Markets – 10/15/25

Jeff FosseGeneral Commentary

I post these videos here every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Better yet, join my YouTube Live Stream every morning at 7:45 AM CT! Search for @JeffersonFosseWalshTrading on YouTube to find my channel and subscribe (it’s free) for notifications. Feeder Cattle led the way on Tuesday, posting a nice rally to …

Corn and Wheat Trade Higher on Tuesday

Hans SchmitGrains

Soybeans– Soybeans closed slightly lower today, after trading 4 3/4 cents lower in the overnight session. Harvest is picking up, now estimated at 60% complete. China has record high soybean stocks sitting in their ports. With China deciding to import so many soybeans from South America, China’s grain prices are trending lower. You’d think at some point Chinese soybean farmers …

5 Minutes on the Markets – 10/14/25

Jeff FosseGeneral Commentary

I post these videos here every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Better yet, join my YouTube Live Stream every morning at 7:45 AM CT! Search for @JeffersonFosseWalshTrading on YouTube to find my channel and subscribe (free) for notifications. Live Cattle and Feeder Cattle futures both set new contract highs and new …

WRT World Agricultural Supply and Demand October 13

Hans SchmitGrains, Softs

  SOYBEANS SOYBEANS ’23/’24 Est USDA ’24/’25 Est ’25/’26 Proj September   Million Acres Area Planted 83.6 87.1 81.1 Area Harvested 82.3 86.1 80.3   Bushels Yield per Harvested Acre 50.6 50.7 53.5   Million Bushels Beginning Stock 264 342 330 Production 4,162 4,366 4,301 Imports 21 27 20 Supply, Total 4,447 4,736 4,651 Crushings 2,285 2,430 2,555 Exports 1,700 …

The Grains Trade Steady After Friday’s Sell-Off

Hans SchmitGrains

Soybeans– After Friday’s major sell-off after President Trump’s social media post, soybeans traded slightly higher today. In the overnight session, soybeans closed up 1 1/4 cents. Trump tried to calm the markets with more social media posts over the weekend, which was successful in the short-term. It remains to be seen how this China situation develops over the long-term, however …