Tag: Soybeans

ORIGIN BEAN CRUSH SLOWS AS CHINA GROWS

The USDA in October WASDE reduced Argentine old crop production by 700 tmt from Sep while reducing exports and crush, as Argentina loses competitiveness versus the US. Brazil crushers have also started  to feel the shortage of beans, despite previously

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An African Swine Fever Bottom

Have we hit bottom? That’s the question many in the global oilseed trade are asking themselves as we inch closer to the end of a tumultuous 2019. In a January 29th blog post, Preparing for the Worst, we suggested early-year

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When the Levee Breaks

Inclement weather and flooding is disrupting barge flow on the Lower Mississippi, although there has been a pick up in loadings on the US Gulf and in the Pacific Northwest region.

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A Bit of Optimism for US Soybean Exports

Recent forecasts for the Brazilian soybean crop have been falling, with the USDA currently projecting production at 117 million tonnes and CONAB at 115.3 million tonnes. Both of these estimates are down from last year’s record production of 120.80 million tonnes.

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Preparing for the Worst

Chinese soybean imports up to this point in the 2018-19 marketing year should serve as a stern warning to market participants that official government import data for China should be revised lower in the months ahead and perhaps by a severe amount.

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