China is currently rattling all of the markets right now. A short time ago, President Trump said China is becoming hostile and is threatening to impose export controls around the globe, on rare earth minerals.
The news immediately caused a drop in equities and commodities, with soybeans down 20 percent in a matter of minutes.
RFD-TV’s Tony St. James and market analyst Arlan Suderman of Stone X provide action and discuss what President Trump calls “a grave miscalculation.”
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Tight storage could widen basis and limit marketing flexibility.
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Large carry-in stocks across major crops could limit price recovery in 2026/27 unless demand strengthens or weather-related supply reductions occur.
Cotton acres slipping as competing crops gain ground.
Rising Chinese feed output — especially for swine — signals sustained demand for protein meals and feed inputs, even when meat production growth appears modest.
