Tuesday, September 16, 2025

Nobody Could Have Predicted

I know nothing about global soybean markets, but if you had asked me if China "needed" US soybeans, I would've guessed "no."
The U.S. normally ships most of its soybeans to China between September and January, before Brazil's harvest hits the market, but Chinese buyers have yet to book any U.S. cargoes for the new crop year, according to traders tracking shipments.
Zero.