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
“We believe that it is just a matter of days or weeks... before we see New World screwworm in Texas.”
Rollins says the new trade relationship with Taiwan, which is committed to buying a significant amount of U.S. soy, could not come at a better time for farmers facing financial strain.
The three-point plan was announced during remarks at the annual meeting of the National Association of State Departments of Agriculture.
Higher tariffs may shield some U.S. crops but risk retaliation, lost markets, and higher costs for growers. The WTO disputes highlight the fragile balance between trade policy, farm exports, and input supply chains.
USMEF CEO Dan Halstrom joined us on Monday’s Market Day Report for his analysis on the U.S.-Taiwan trade agreement, which includes big bucks for U.S. Beef.
