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
Surging energy markets are quickly becoming a cost story for U.S. agriculture as crude oil climbs on supply fears tied to the Middle East conflict.
Logistics remain firm, but freight costs continue to rise.
Strong corn demand and cotton shipments support export outlook.
New research shows that most farmers do not have a formal resiliency plan in place. Devin Fuhrman highlights how Nationwide’s Farm Risk Ready initiative supports farmers in building stronger, more resilient operations.
The American Coalition for Ethanol reacts as the Farm Bill heads to a full House vote — while ethanol expansion, including year-round E15, is left out — as well as the USDA’s pursuit of global markets for ethanol.
Mexican livestock officials are emphasizing surveillance and inspection systems to preserve access to the U.S. cattle export market. Texas’ Bovina Feeders explains the rising stakes as the border stays closed.
