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.”
Related Stories
A smaller U.S. turkey flock and resurgent avian flu have tightened supplies, driving prices higher even as other key holiday foods show mixed trends.
Here is a regional snapshot of harvest pace, crop conditions, logistics, and livestock economics across U.S. agriculture for the week of Monday, Nov. 10, 2025.
The DOJ’s new antitrust probe could reshape beef-packer behavior, with potential impacts on fed-cattle prices, processor margins, and long-term competition across the supply chain.
Stagger buys and diversifies fertilizer sources — watch CBAM, India’s tenders, and Brazil’s import pace to time urea, phosphate, and potash purchases.
Distillers dried grains (DDG) values follow corn and soybean meal trends, with ethanol grind and feed demand shaping costs into early 2026.
Global nitrogen and phosphate prices remain high despite improved supply fundamentals, with limited Chinese exports and stronger fall applications tightening availability.
