WRT World Agricultural Supply and Demand September 28

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 …

5 Minutes on the Markets – 09/29/25

Jeff FosseGeneral Commentary

I post these videos every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Live Cattle closed unchanged to slightly higher on Friday, as the market tested and bounced off of 50-day moving average support. Feeder Cattle posted a strong day up, but that may have been profit taking on a Friday, following 2 strong …

The Grain Markets Are Quiet Ahead of Tuesday’s Grain Stocks Report

Hans SchmitGrains

Soybeans– Soybeans traded slightly higher, after trading 2 cents lower in the overnight session. China is making large purchases in soybeans from Argentina, along with purchases in soybean oil. In short order, Argentina exported 2.7 mt of soybeans and 905k tons of soybean oil. India also bought 300k tons of Argentina’s soybean oil. Due to large purchases of soybeans from …

Chart of the Day – November Soybeans

Jeff FosseGeneral Commentary

Soybeans need a bullish story. The information and opinions expressed below are based on my analysis of price behavior and chart activity Thursday, September 25, 2025 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  Every morning, at about 8 …

Wheat Leads the Grains Again on Thursday

Hans SchmitGrains

Soybeans– Argentina went ahead and ended their export tax holiday after hitting the $7B limit. Argentina making so many sales during the US export window is bearish, however soybeans have held up relatively well. There’s a farmer aid package in the works, which is will reportedly be funded from tariffs revenues. The China trade deal will likely not be agreed …

5 Minutes on the Markets – 09/25/25

Jeff FosseGeneral Commentary

I post these videos every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Live Cattle and Feeder Cattle both closed lower on Wednesday. To my eye, the fundamentals are still bullish in cattle and dips in price are offering buying opportunities. Lean Hogs dropped somewhat aggressively yesterday, as traders took profits following Tuesday’s new …

Corn and Soybeans Trade Lower on Wednesday

Hans SchmitGrains

Soybeans– Soybeans were down 3 cents today, after trading 4 cents lower in the overnight session. There was a flash sale this morning for 101k mt of soybean cake for delivery to Guatemala for the 2025/26 marketing year. China bought more cargoes of soybeans from Argentina, bringing their total to ~20 this week. The EU announced that they will be …

5 Minutes on the Markets – 09/24/25

Jeff FosseGeneral Commentary

I post these videos every trading day, shortly after 8 AM CT. Check back here tomorrow for another update! Live Cattle futures traded a little lower on Tuesday, with the daily ranges staying inside Monday’s range. Feeders posted higher highs and higher lows, compared to Monday, maintaining the bullish momentum from the Cattle on Feed data. Lean Hogs rallied to …

Wheat Bounces on Tuesday, Can Wheat Make Higher Lows From Here?

Hans SchmitGrains

Soybeans– Soybeans closed nearly unchanged today, after trading down 5 1/2 cents in the overnight session. Argentina is facing economic challenges with a collapse in the country’s currency and the bond market. Argentina is temporarily removing the export tax on grain to incentivize farmer selling and to bring in dollars. The removal of the export tax means Argentina’s farmers will …