Core Insights - Analysts expect the USDA to lower the soybean export demand forecast in its upcoming crop report, as previous estimates were deemed overly optimistic [1] - There is an anticipated reduction in the production estimates for both corn and soybeans, attributed to drought conditions experienced in the fall [1] - Despite these adjustments, global grain supply is expected to remain ample due to the large-scale harvesting activities in South America [1] Market Context - Farmers are currently facing pressure from low grain prices and the impact of global trade tensions on exports, particularly for soybeans [1] - The Trump administration previously announced a $12 billion aid package for farmers affected by these challenges [1] - The USDA's upcoming report is significant as it will include multiple key updates, including the monthly global grain supply and demand report, U.S. crop production report, quarterly grain stocks report, and winter wheat planting report [1]
美国农业部可能会在关键作物报告中下调美国大豆出口预期
Ge Long Hui·2026-01-10 01:22