Group 1 - Soybean futures experienced losses of 3 to 6 cents on Monday morning, following gains of 4 to 6 ¼ cents on Friday, with January futures up 12 ¾ cents for the short week [1] - The national average cash price for soybeans increased by 6 ½ cents to $10.65 ½, while soymeal futures declined by $1.70 to $3.60, with December down 70 cents on the day [1] - Soy oil futures saw an increase of 87 to 10 points, with December rallying 150 points during the short week [1] Group 2 - The USDA reported soybean export sales of 1.1 MMT for the week ending October 16, marking a 41.2% increase from the previous week but still 56.9% lower than the same week last year [2] - Analysts anticipate soybean sales for the week ending October 23 to range between 0.6 to 1.6 MMT, with bean meal sales expected between 50,000-500,000 MT and bean oil between 5,000 to 25,000 MT [3] - AgRural estimates that 89% of the Brazilian soybean crop has been planted as of Thursday, compared to 91% during the same period last year [3]

Market Overview - Soybean prices decreased by 3 to 5 cents in the nearby contracts on Monday morning, while futures closed higher on Friday with gains of 1 to 2.5 cents in the front months [1] - January soybean futures posted a 0.5 cent gain for the week, despite being 44.5 cents lower than the previous week's high [1] - Open interest fell by 4,841 contracts on Friday, primarily in January contracts [1] Price and Production Data - The national average cash price for soybeans increased by 2.75 cents to $10.52.75 [1] - Soymeal futures rose by $1 to $2.30, while December soymeal dropped $7.40 for the week [1] - Soy oil futures decreased by 33 to 40 points, with December posting an 11 point gain from the previous Friday [1] Trade Developments - U.S. Agriculture Secretary Rollins indicated that a deal between the U.S. and China regarding 12 million metric tons (MMT) of soybean commitments is expected to be finalized this week or next [2] Speculative Positions - Commitment of Traders data revealed that soybean speculators held a net short position of 353 contracts as of October 7, reflecting a reduction of 38,359 contracts in the net short position during that week [3] Crushing and Stock Data - The USDA's monthly Fats & Oils report indicated that 198 million bushels of soybeans were crushed in August, marking a record for that month and an 18.19% increase compared to the previous year, although it was down 3.48% from July [4] - Soybean oil stocks were reported at 1.79 billion pounds, down 4.62% from the end of July but up 9.71% year-over-year [4] Brazilian Crop Status - AgRural estimates that 81% of the Brazilian soybean crop has been planted as of Thursday, trailing behind last year's planting pace of 86% [4]

Core Insights - Soybean futures experienced a decline of 8 to 11 cents in the front months, with a closing drop of 2 to 4 cents on Tuesday as traders reacted to Chinese purchases [1][2] - The USDA reported a total of 792,000 MT of soybeans sold to China, with additional reports indicating that China purchased at least 14 cargoes, potentially reaching 20 cargoes [2] - The USDA's Crop Progress report indicated that 95% of the US soybean crop has been harvested, slightly behind the average pace of 96% [3] Market Performance - Soybean futures closed lower, with January 26 closing at $11.53 1/2 (down 3 3/4 cents), March 26 at $11.60 1/4 (down 3 cents), and May 26 at $11.67 1/4 (down 2 3/4 cents) [3] - The national average Cash Bean price decreased by 4 cents to $10.80 3/4 [1] Crop Estimates - Brazil's soybean crop is estimated at 177.7 MMT, reflecting a reduction of 0.8 MMT from previous estimates [3]

Group 1 - Soybean futures are experiencing slight fractional gains, with recent contracts down 1 to 3 cents and open interest increasing by 7,135 contracts [1] - The national average cash bean price decreased by 2.5 cents to $10.53 1/4, while soymeal futures fell by $2.00 to $3.10, and soy oil futures rose by 41 to 54 points [1] - Brazil's November soybean export total is estimated at 4.26 million metric tons, reflecting an increase of 0.49 million metric tons from previous estimates [3] Group 2 - A Reuters survey anticipates a drop in soybean yield by 0.4 bushels per acre to 53.1 bushels per acre, with total output expected to decrease by 35 million bushels to 4.266 billion bushels [2] - Recent soybean closing prices include $11.13 1/4 for November 25, down 2 3/4 cents, and $11.27 1/4 for January 26, also down 2 3/4 cents [3]

Group 1 - Soybean futures are experiencing losses of 12 to 16 cents across most contracts, following gains of 16 to 21 cents on the previous day [1] - Open interest increased by 9,867 contracts, indicating new buying activity [1] - Export inspections reported 965,063 MT of soybeans shipped in the week ending October 30, a decrease of 16.8% from the previous week and 58.3% year-over-year [1] Group 2 - The estimated US soybean yield is 53.6 bpa, reflecting a reduction of 0.3 bpa from the previous month [2] - The total marketing year shipments of soybeans have reached 7.78 MMT, representing a 40% decline year-over-year [1] - Nearby cash soybean prices increased by 21 cents to $10.56 1/4, while futures for November, January, and March also showed slight increases before current declines [2]

Group 1 - Soybean futures experienced a volatile trading session with losses of 3 to 5 cents, while the nearby contracts closed with gains of 10 to 14 cents [1] - November soybeans averaged a closing price of $10.32 throughout October, influenced by a recent price rally [2] - Following a meeting between Trump and Xi, China committed to purchasing 12 million metric tons (MMT) of soybeans for the current year and 25 MMT annually for the next three years [3] Group 2 - Tariffs on US agricultural goods are anticipated to be lifted, enhancing the competitiveness of US products in the market [3] - The preliminary open interest for soybeans decreased by 15,262 contracts, indicating ongoing liquidation ahead of the first notice day [1] - The national average cash bean price increased by 13.75 cents to $10.26.25 [1]

Group 1: Soybean Market Overview - Soybean prices increased by 3 to 4 cents in the Friday morning session, with futures gaining 4 to 5 cents on Thursday due to slight product value strength [1] - The national average Cash Bean price rose by 4 1/4 cents to $9.36, while Soymeal futures increased by 50 cents to $1.00, and Soy Oil was up 7 to 15 points in the nearby contracts [1] - November soybean futures averaged $10.15 thus far, down from $10.54 in February but up from $10.03 in the previous year's fall price [1] Group 2: China and Brazilian Soybean Purchases - There are indications that China is delaying purchases of Brazilian soybeans due to high premiums, which is typical as Brazil's stocks are low before new supplies arrive in January/February [3] - Brazilian exports have been increasing to compensate for the reduced Chinese buying from the US, suggesting that China may need to utilize state reserves if they continue to avoid US soybeans [3] Group 3: Soybean Futures Closing Prices - As of November 25, Soybeans closed at $10.10 3/4, up 4 1/4 cents, with nearby cash at $9.36, also up 4 1/4 cents [4] - January 26 Soybeans closed at $10.28 1/2, up 4 1/4 cents, and March 26 Soybeans closed at $10.43 3/4, up 4 cents [4]

Group 1: Soybean Market Overview - Soybeans are trading 2 to 3 cents higher on Wednesday morning, with futures rebounding on Tuesday, up 2 to 4 ¼ cents at the close [1] - The national average Cash Bean price increased by 4 1/4 cents to $9.44 1/4 [1] - November soybeans have averaged $10.19 through the first five trading days in October, which is significant for crop insurance harvest price discovery [1] Group 2: Soymeal and Soy Oil Futures - Soymeal futures showed mixed results, with nearby October up a dime while other contracts fell by 20 to 80 cents [1] - Soy Oil futures increased by 38 to 74 points, with 25 deliveries reported for October bean oil overnight [1] Group 3: EU Soybean Imports - The European Commission reported that 2025/26 EU soybean imports totaled 3.28 MMT from July 1 to October 5, down from 3.41 MMT in the same period last year [4] - Meal imports for the same timeframe reached 4.77 MMT, slightly lower than the 4.8 MMT recorded last year [4] Group 4: USDA Crop Production Report - The USDA Crop Production report scheduled for Thursday was canceled due to the government shutdown, with a Reuters survey estimating yield at 53.2 bpa, down 0.3 bpa from September [3] - Production is projected to decrease by 30 million bushels to 4.271 billion bushels [3]

Market Overview - Soybeans are experiencing losses of 4 to 5 cents across most contracts, with futures down 13 to 14.5 cents on Monday [1] - The national average Cash Bean price decreased by 14.5 cents to $9.35 3/4 [1] - Soymeal futures fell by 70 cents to $4, while Soy Oil futures declined by 45 to 93 cents at the close [1] Crop Progress - 61% of the US soybean crop has leaves dropping, which is 1 percentage point ahead of the normal pace [2] - Harvest progress is at 9% complete, in line with the average pace [2] - Condition ratings for soybeans have declined by 2% to 61% good/excellent, with the Brugler500 index down 4 points to 358, now 4 points below the same week last year [2] Export Data - Export Inspections data indicates that 484,116 MT (17.79 million bushels) of soybeans were shipped in the week ending September 18, a decrease of 41.1% from the previous week and 2.9% below the same week last year [3] - Egypt was the top destination for soybean exports, receiving 141,244 MT, followed by Indonesia with 71,942 MT and the United Kingdom with 67,129 MT [3] - Total marketing year shipments have reached 1.57 MMT (57.68 million bushels) in the first 2.5 weeks, which is 25.9% larger year-over-year [3] Import Activity - Pakistan importers have purchased 180,000 MT of soybeans, expected to be of US origin [4] - Argentina has suspended its export tax on soybeans, soybean meal, and oil through the end of October [4] Futures Prices - November 25 Soybeans closed at $10.11, down 14.5 cents, with current trading down 4.5 cents [4] - Nearby Cash was at $9.35 3/4, down 14.5 cents [4] - January 26 Soybeans closed at $10.30 1/2, down 14.25 cents, and March 26 Soybeans closed at $10.47, down 13.75 cents, both currently down 4.5 cents [4]

Group 1 - Soybean futures experienced a slight decline on Monday, closing down 3 to 4 cents, while trading gains were noted in the morning session with increases of 6 to 7 cents [1] - The national average cash price for soybeans decreased by 4.25 cents to $9.66, and soymeal futures fell by $2.30 to $2.70, whereas soy oil futures saw a gain of 12 points [1] - The NASS Crop Progress report indicated that 41% of the US soybean crop was dropping leaves as of September 14, with only 5% of the harvest completed, and the Brugler500 index dropped 3 points to 362, reflecting a 1% decrease in condition ratings to 63% [2] Group 2 - NOPA data revealed that 189.81 million bushels of soybeans were crushed in August, exceeding estimates by over 7 million bushels, marking a 3.01% decrease from July but a 20.13% increase compared to the previous year [3] - Soybean oil stocks at the end of August were reported at 1.245 billion pounds, which is a 9.39% increase from last year but a 9.7% decrease from July [3] - The Export Inspections report for the week of September 11 showed shipments of 804,352 metric tons (29.55 million bushels) of soybeans, which is 72% higher than the previous week and 69.7% larger than the same week last year [4] Group 3 - The marketing year total for soybean shipments reached 1.068 million metric tons (39.249 million bushels), representing a 42.9% increase compared to the same period last year [4] - AgRural estimates indicate that only 0.12% of the Brazil soybean crop for 2025/26 has been planted [4] - Closing prices for November 25 soybeans were reported at $10.42 3/4, down 3.5 cents, while January and March 2026 soybeans also saw slight declines [5]