As we look toward the upcoming growing season, soybean trade and pricing are key topics of discussion among ag economists.
With global markets in flux and trade uncertain, especially with China, there is much focus on how U.S. producers will navigate these challenges.
Ag economist Joe Janzen from the University of Illinois provided insight into the soybean market, particularly exports and pricing.
“USDA has a pretty level-headed view of global ag commodity trade. And they’re not sort of, I think not overreacting to sort of the worst-case scenario of, you know, a hundred percent-plus tariffs, which would essentially, you know, shut down trade between the United States and China for many products.”
Janzen also notes a slight rise in the forecast for average farm prices, reflecting tighter supply conditions due to lower planted acreage. He says that while prices are expected to rise, there is still significant uncertainty because of global production factors, including crops from South America.
Lewis Williamson with HTS Commodities joined us to provide analysis on the January WASDE report and expectations for grain markets going forward.
January 13, 2026 12:34 PM
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Market reaction was bearish for corn and soybeans, with analysts noting that abundant supplies amid tepid demand could keep price pressure on agricultural commodities.
January 12, 2026 03:51 PM
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Traders are keeping a close eye on China’s soybean purchases as markets track export sales, shipments, and progress toward the ‘magical’ 12 million ton target promised last year.
January 12, 2026 11:57 AM
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China continues to buy U.S. soybeans toward its 12 MMT commitment, as analysts cite data gaps, delivery timing questions, and muted market reaction.
January 07, 2026 11:50 AM
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Corn export strength remains a key demand anchor, while China’s continued involvement in soybeans and sorghum bears close watching for price direction.
January 06, 2026 01:12 PM
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Strong crush demand and rising ethanol production are pressuring feedstocks, as traders monitor storage risks and supply chain uncertainty and await the upcoming January WASDE report.
January 06, 2026 01:04 PM
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