1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - Brazil's 2025/26 soybean sales reached 16.8% of the expected output, compared to 22.5% in the same period last year; 2024/25 soybean sales reached 78.4% of the expected output, compared to 82.2% in the same period last year [1] - From July to August 3, 2025 (2025/26 season), the EU's soybean imports were 970,000 tons, compared to 1.3 million tons in the same period of the previous year; the EU's soybean meal imports were 1.51 million tons, lower than 1.92 million tons in the same period last year; the EU's palm oil imports were 160,000 tons, compared to 360,000 tons in the same period of the previous year; the EU's rapeseed imports were 260,000 tons, compared to 430,000 tons in the same period of the previous year [1] - StoneX predicts that the US soybean production in 2025 will reach 4.425 billion bushels, with an average yield of 53.6 bushels per acre; the US corn production in 2025 will be 16.323 billion bushels, with an average yield of 188.1 bushels per acre, higher than the latest USDA forecasts [1] 3. Summary by Relevant Catalogs Overnight Market Information - Brazil's 2025/26 soybean sales reached 16.8% of the expected output, 2024/25 sales reached 78.4% of the expected output [1] - From July to August 3, 2025, the EU's soybean imports were 970,000 tons, soybean meal imports were 1.51 million tons, palm oil imports were 160,000 tons, and rapeseed imports were 260,000 tons [1] - StoneX predicts US 2025 soybean production of 4.425 billion bushels and corn production of 16.323 billion bushels, higher than USDA forecasts [1] Spot Prices - Spot prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from July 30 to August 5, 2025 are presented [2] Protein Meal Basis - No specific content provided [3] Oil Basis - No specific content provided [4] Oilseed Futures Price Spreads - No specific content provided [7]