Category: Analysis

Over the next 10 days, rainy weather is expected in the southwest and west. The levels are moderate, with expected rainfall of 80-150mm (3.1-5.9 inches), and this is 20-60% above average, with some areas seeing double the average amount. The larger issue is that this rainfall will be spread over the next 10 days, interfering… Continue reading Weather center warns of rains in southwest during harvest

Grain and feedstuff shipments were also small over the week, with one cargo of Brazilian sorghum and one cargo of Brazilian DDGS to China.

Soybean imports in August were 12.1 million tons, up 5.8% compared to July, and down 1.1% year on year. Calendar year to date imports are 74.1 million tons, up 1.1% year on year. Meat imports were lower in August, down 4.2% compared to July, and down 11.6% year on year.

Summary The rally in soybean prices has supported meal prices in China, with tightness expected in Q4 as uncertainty remains regarding US-China trade and Brazilian exports wind down amid firm domestic demand. Futures After being rangebound most of the summer, No.1 domestic soybeans are making new yearly highs in September and have reached the highest… Continue reading Soybean Update – September 8, 2026

Lower profitability, high rigid costs, and lack of market opportunities are the three challenges for soybean production identified by a National Development and Reform Commission in Jiangsu. Yongqiao district’s NDRC says the region’s soybean production has been stable in recent years, with planting of 51k hectares, and generally produces soybeans with a protein content ranging… Continue reading Soybean revitalization held back by low profitability and high costs

On Monday, China’s government issued a plan to increase investment in rural areas and the farm economy as part of the government’s broader push for ‘rural revitalization’. Many of the efforts and policies have been previously announced, but the new policy combines them as part of a comprehensive push for investment in rural areas. The… Continue reading Government releases new plan for investment in rural revitalization

Based on monitoring data, the spring corn crop is slightly ahead of last year, with weather stations in six provinces reporting some corn at the mature stage, compared with 1 at this point last year. However, farmers in Heilongjiang reported lower accumulated temperatures, and expected soybean harvest to be slightly later this year. Heilongjiang continues… Continue reading Crop development slightly ahead for corn, conditions mixed in Heilongjiang