Market Performance - Soybeans experienced gains of 4 to 5 cents across most contracts, with March down 4 ¾ cents for the week. The national average Cash Bean price increased by 5 1/4 cents to $9.87 1/4 [1] - Soymeal futures rose by 80 cents to $2.40 higher, despite a decline of $13.70 in March this week. Soy Oil futures decreased by 18 to 36 points on Friday, but the weekly move was 292 points higher [1] Commitment of Traders Report - The weekly Commitment of Traders report indicated that spec traders in soybean futures and options reduced their net long positions by 44,756 contracts, bringing the total to 12,961 contracts as of January 13 [2] Export Sales and Crop Estimates - Total soybean commitments reached 30.637 million metric tons (MMT) as of January 8, which is 25% lower than the same period in 2025, representing 71% of the USDA projection and 15 percentage points behind the normal pace. Actual accumulated shipments were 17.984 MMT, or 42% of USDA's estimate, significantly trailing the 60% average pace [3] - Safras updated their Brazilian crop estimates, raising the projection by 0.52 MMT to 179.28 MMT [3]

Market Overview - Cotton futures are experiencing losses ranging from 25 to 45 points on Friday [1] - Crude oil futures have decreased by 41 cents per barrel, now priced at $57.01 [1] - The US dollar index has increased by $0.058, reaching 98.105 [1] USDA Farm Bridge Assistance Program - The USDA has released payment details for the Farm Bridge Assistance program, with cotton payments set at $117.35 per acre [1] CFTC Commitment of Traders Report - The CFTC's updated Commitment of Traders report indicates that managed money has reduced their net short positions by 4,387 contracts, bringing the total to 50,446 contracts as of December 23 [2] Cotton Auction and Pricing - The Seam's online auction recorded sales of 17,479 bales on December 31, with an average price of 65.40 cents per pound [3] - The Cotlook A Index remained unchanged at 74.30 cents on Wednesday [3] - ICE certified cotton stocks were steady at 11,510 bales as of December 31 [3] - The Adjusted World Price for cotton has been updated to 50.76 cents per pound, reflecting an increase of 74 points from the previous week [3] - The LDP (Loan Deficiency Payment) rate is currently at 1.24 cents [3] Cotton Futures Prices - March 26 Cotton is priced at 63.82 cents, down 45 points [3] - May 26 Cotton is priced at 65.25 cents, down 35 points [3] - July 26 Cotton is priced at 66.57 cents, down 26 points [3]

Group 1 - Soybean contracts are trading down 1 to 2 cents, with the national average cash bean price at $9.68 1/2, down 1 3/4 cents [1] - NOPA data indicates 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 from last year [2] - Soybean oil stocks at the end of August were 1.245 billion pounds, up 9.39% from last year but down 9.7% from July [2] Group 2 - Export Inspections report shows 804,352 metric tons (29.55 million bushels) of soybeans shipped in the week of September 11, a 72% increase from the previous week and 69.7% larger than the same week last year [2] - Managed money has shifted to a net short position of 14,714 contracts, reflecting a move of 26,678 contracts to the short side [3] - Brazil's soybean crop for 2025/26 is estimated to be just 0.12% planted according to AgRural [3]

Market Overview - Soybeans are experiencing fractional losses in early trading on Monday, following a week where futures gained 12 to 13 cents, with November futures up 19 ¼ cents [1] - The national average cash bean price increased by 13 cents to $9.70 ¼, while soymeal futures rose by 60 cents to $1.50, with October up $7.10 for the week [1] - Soy oil futures closed with gains of 49 to 59 points, with October up 86 points last week [1] Commitment of Traders Report - The CFTC's weekly Commitment of Traders report indicated that managed money shifted to a net short position of 14,714 contracts, representing a move of 26,678 contracts to the short side [2] Crop Production Insights - The monthly Crop Production report revealed a slight reduction in US soybean yield to 53.5 bushels per acre (bpa), which is still above estimates [3] - Planted and harvested acres increased by 0.21 million, totaling 81.135 million acres, while production rose by 8 million bushels (mbu) to 4.3 billion bushels (bbu), contrary to estimates that predicted a 21 mbu reduction [3] - The USDA reported old crop ending stocks at 330 mbu, with the 2024/25 marketing year projected to increase by 10 mbu to 300 mbu, alongside a 20 mbu cut to exports and a 15 mbu increase in crush [3] Global Soybean Stocks - World soybean stocks decreased by 1.61 million metric tons (MMT) to 123.58 MMT, primarily due to a decline in old crop stocks from Argentina [4] - New crop world bean carryout was down 0.91 MMT to 123.99 MMT [4] Pricing Summary - As of September 25, soybeans closed at $10.25 ¾, up 20 ¼ cents, with nearby cash at $9.70 ¼, up 13 cents [4] - November 2025 soybeans closed at $10.46 ¼, up 12 ¾ cents, while January 2026 soybeans closed at $10.65 ¼, also up 12 ¾ cents [4]