The markets have responded in recent weeks to the rollout of President Trump’s trade policy. Analysts are closely watching the action in recent days but warn that the events of the last couple of weeks likely have not been accounted for yet.
“I don’t think they’ve priced it fully in, and I will circle back around to the soy complex. We’ve had a very weak product market. The biofuel, sustainable aviation fuel bulls in soybean oil have been very disappointed. They have probably been pushed out of the market. There’s probably a sense that they’re going to come back in,” said Mike Zuzolo.
Zuzolo says any future action in the soy complex will largely depend on what the EPA decides with blending in the coming months.
Related Stories
Texas Cattle Feeders Association Chairman Robby Kirkland explains how the ongoing U.S.-Mexico border closure impacts feed yards that rely on Mexican cattle due to the New World Screwworm.
While the U.S.-China framework for soybean trade is in place, Ohio farmer Chris Gibbs tells us he will believe it when he sees it.
The Court may limit emergency tariff powers, complicating a key bargaining tool; ag could see shifts in input costs and export dynamics as China, Brazil, and India talks evolve.
U.S. sugar producers and processors should brace for price pressure and challenging export logistics with global sugar supply ramping up — driven by Brazil, India, and Thailand — especially at the raw processing level.
Host of RealAg Radio Shaun Haney discusses how the proposed reductions to agriculture programs in Canada’s new budget could affect research and support programs that farmers need.
The Farm Bureau urges trade enforcement, biofuel growth, fair input pricing, and pro-farmer policy reforms to restore long-term certainty.
