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.
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Treasury Secretary Scott Bessent stated this week that the government will intervene to help, following China’s withdrawal from the U.S. soybean market. One trader says the industry will remain in a holding pattern until Tuesday.
University of Illinois Ag Economist Gary Schnitker says early projections indicate soybeans will be more profitable than corn in 2026.
“In the first six months of 2025, 181 Chapter 12 bankruptcies were filed nationwide.”
Trump’s upcoming talks raise hopes for U.S. soybeans, but China’s record purchases from Brazil and Argentina show America’s market share remains under heavy pressure.
Farmers face tighter barge capacity and higher freight costs during peak harvest.
“MAKE SOYBEANS, AND OTHER ROW CROPS, GREAT AGAIN!”
