Rising Freight Costs Reshape U.S.-Brazil Soybean Export Competition

U.S. soybean transportation costs to China climbed 12% from a year earlier.

LUBBOCK, Texas (RFD News) — Rising transportation costs are reshaping soybean export competition between the United States and Brazil, adding pressure to delivered prices in key overseas markets. USDA says first-quarter U.S. Gulf-route costs to China increased from late 2025 as truck and barge expenses climbed.

For soybeans moving from St. Louis to China, total transportation costs reached $95.50 per metric ton, up nearly 3% quarter to quarter and 12% from a year earlier. Havana, Illinois, costs rose to $105.66.

Brazil also faced higher transportation costs. Truck and ocean freight increased on routes from Mato Grosso and Goiás, although falling Brazilian farm values helped reduce quarter-to-quarter landed costs.

U.S. soybean exports to China reached about 286 million bushels during the first quarter, up 46% from a year earlier. Brazil shipped about 589 million bushels, down 5%.

Transportation remains a major part of export competitiveness. USDA says freight represented 19% to 26% of U.S. landed soybean costs to China during the quarter.

Farm-Level Takeaway: Higher freight costs can quickly erode soybean export competitiveness even when overseas demand improves.
Tony St. James, RFD News Markets Specialist

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

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