Wheat And Soybean In September: Caught In The Crossfire Of Regulation, Geopolitics And Tariffs

As we enter the final quarter of 2025, the global commodity markets for wheat and soybeans are once again proving to be highly sensitive to a complex interplay of geopolitical events, shifting trade policies, and distinctive weather patterns for this time of the year. While the weather in the U.S. proved to be a make-or-break factor for soybeans during the critical pod-filling period, with 22% of U.S. acreage in drought by early September, the overall domestic output remains essentially unchanged from the p ...