Group 1 - Soybeans are experiencing gains of 5 to 6 cents across most contracts, with the national average cash bean price at $10.74 1/4, down 5 cents [1] - Soymeal futures have increased by $1 to $2 in the front months, while soy oil futures are up 70 points [1] - ANEC estimates Brazilian soybean exports for February at 10.69 million metric tons (MMT), a decrease of 0.77 MMT from the previous week [1] Group 2 - EU import data indicates that soybean imports from July 1 to February 22 total 8.11 MMT, down 1.02 MMT compared to the same period last year [2] - Current soybean prices for March 26 are reported at $11.39 1/4, with nearby cash at $10.74 1/4, and May and July 2026 prices at $11.55 1/4 and $11.68 3/4 respectively, showing slight increases [2]

Group 1 - Soybeans are experiencing gains of 3 to 5 ½ cents in morning trading, following Monday's gains of 3 to 5 cents, with open interest increasing by 5,376 contracts [1] - A private export sale of 264,000 MT of soybeans to China was reported by USDA on Tuesday morning [1] - The cmdtyView national average Cash Bean price decreased by 4 ¼ cents to $10.45 1/2 [1] Group 2 - The Export Inspections report indicated that 1.136 MMT (41.74 million bushels) of soybeans were shipped in the week of February 5, which is 13.8% lower than the previous week and 3.5% lower than the same week last year [2] - China was the largest destination for soybean shipments, receiving 747,198 MT, followed by Mexico with 92,655 MT and Germany with 57,087 MT [2] - The total marketing year shipments of soybeans since September stand at 23.136 MMT (850 million bushels), which is 34.4% below the same period last year [2] Group 3 - Monthly WASDE data is expected to show no major changes to the US soybean stocks number, estimated at 348 million bushels, compared to 380 million bushels in January [3] - Brazil's soybean production is projected to increase by 1.2 MMT to 179.2 MMT, while Argentina's production is estimated to decrease by 0.4 MMT to 48.1 MMT [3] - As of the publication date, March 26 Soybeans closed at $11.10 3/4, down 4 1/2 cents, while May 26 and July 26 Soybeans also showed slight declines [3]

Market Overview - Soybeans are experiencing gains of 25 to 30 cents at midday, with the national average Cash Bean price rising by 27 cents to $10.27 1/2 [1] - Soymeal futures have increased by $3.40 to $3.80, while Soy Oil futures are up by 10 to 109 points [1] Trade Developments - A phone call between President Trump and China's President Xi discussed increasing soybean commitments to 20 million metric tons (MMT) for the current season, up from the previous 12 MMT [1] Upcoming Reports - The USDA's Export Sales report is expected to be released on Thursday, with traders anticipating soybean sales between 0.4 to 1.6 MMT for the week of January 29 [2] - Soybean meal sales are projected to be between 250,000 to 500,000 metric tons, while bean oil sales are expected to range from 0 to 25,000 metric tons [2] Price Movements - As of March 26, Soybeans are priced at $10.93 1/2, reflecting an increase of 27 3/4 cents [2] - Nearby Cash is at $10.27 1/2, up 27 cents, while May 26 Soybeans are at $11.06 1/2, up 29 1/4 cents, and July 26 Soybeans are at $11.18 1/4, up 27 3/4 cents [2]

Market Overview - Soybean prices experienced a slight decline from midday highs, with front-month contracts closing up by 1 to 1.5 cents, while March contracts increased by 16.75 cents over the week [1] - The national average cash price for soybeans rose by 1.5 cents to $9.90.75 [1] - Soymeal futures saw January contracts decrease by 40 cents, while other contracts increased by 10 cents to $1.80, with March contracts up $7.70 for the week [1] - Soy Oil futures were higher by 15 to 23 points on the day, with March contracts up 39 points for the week [1] Export Activity - A private export sale of 198,000 MT of soybeans was reported by the USDA, with China purchasing an additional 10 cargoes of US beans for April-May shipment [2] - As of January 1, USDA export sales data indicated 28.576 MMT in US soybean export sale commitments, which is 64% of the USDA's export projection but behind the average sales pace of 82% [3] - Shipments have decreased by 45% year-over-year, totaling 16.347 MMT, which is 37% of the USDA forecast [3] Stock and Trading Data - Quarterly Grain Stocks data is expected to show a total of 3.25 billion bushels of soybean stocks as of December 1, with estimates ranging from 2.95 to 3.445 billion bushels [4] - Commitment of Traders data revealed that speculators reduced their soybean net long positions by 26,845 contracts, reaching an 11-week low of 57,717 contracts [4] - Closing prices for January 26 soybeans were $10.48.5, with nearby cash at $9.90.75, March at $10.62.5, and May at $10.74.5, all showing slight increases [4]

Market Overview - Soybeans are experiencing gains of 2 to 5 ¾ cents at midday, with the national average cash bean price rising by 3 cents to $9.91 [1] - Soymeal futures increased by 30 cents to $1.20, while Soy Oil futures rose by 30 to 40 points [1] Export Data - The USDA reported a private export sale of 198,000 MT of soybeans to unknown destinations [1] - As of January 1, US soybean export sale commitments reached 28.576 MMT, with 29% attributed to the same week in 2024/25, representing 64% of the USDA's export projection [2] - Shipments have decreased by 45% year-over-year to 16.347 MMT, which is 37% of the USDA forecast [2] Auction and Stock Data - Sinograin, a Chinese state stockpiler, announced an auction of 1.1 MMT of imported soybeans for January 13 [2] - The upcoming WASDE report is expected to show 2025/26 soybean ending stocks at 295 million bushels, reflecting a 5 million bushel increase month-over-month [3] Futures Prices - January 26 Soybeans are priced at $10.52 ¾, up 5 ¾ cents; Nearby Cash is at $9.91, up 3 cents; March 26 Soybeans are at $10.64, up 2 ¾ cents; May 26 Soybeans are at $10.75 ¾, up 2 ½ cents [3]

Core Insights - Soybean futures are experiencing gains, with nearby contracts up by 4 to 5 cents and closing up 15 to 18 cents as traders return from holiday markets [1] - China has purchased 10 cargoes of US soybeans for shipment between March and May [2] - Export inspections show soybean shipments at 980,518 MT for the week ending on New Year's Day, a 24.3% increase from the previous week but a 26.7% decrease year-over-year [3] - Export sales for the week ending December 25 were reported at 1.178 MMT, exceeding previous week figures and more than double the same week last year [4] - Speculative traders have reduced their net long positions in soybean futures by 25,841 contracts, bringing the total to 84,562 contracts [5] Group 1: Market Performance - Soybean futures are up, with January 26 closing at $10.47 1/4, March 26 at $10.62, and May 26 at $10.74 1/4, all showing increases [5] - The national average cash bean price rose by 17 1/4 cents to $9.87 1/4 [1] Group 2: Export Activity - China remains the top destination for soybean exports, receiving 397,069 MT, followed by Egypt with 182,553 MT and Taiwan with 74,996 MT [3] - Marketing year shipments have totaled 16.4 MMT, reflecting a 45.3% year-over-year decline [3] Group 3: Speculative Trading - CFTC data indicates a reduction in net long positions among spec traders, suggesting a shift in market sentiment [5]

Market Overview - Soybeans are currently trading with gains of 3 to 4 cents after experiencing losses of 9 to 10 cents in the front months on the previous day [1] - Open interest decreased by 15,996 contracts on Monday, primarily in January contracts which saw a drop of 32,102 contracts ahead of First Notice day [1] - The national average cash bean price is reported at $9.80 3/4, down 8 cents from the previous day [1] Futures Performance - Soymeal futures declined by $2.50 to $4.90 per ton [1] - Soy oil futures increased by 6 to 10 points, supported by a rise in crude oil prices [1] - January 26 soybeans closed at $10.49 1/2, down 9 1/4 cents, while nearby cash was at $9.80 3/4, down 8 cents [4] Export Activity - The USDA reported a private export sale of 100,000 MT of soybeans to Egypt on Monday [2] - The Export Inspections report indicated that 750,312 MT of soybeans were shipped in the week of December 25, which is 19.3% lower than the previous week and 54.4% lower than the same week last year [3] - China was the largest destination for soybean exports with 135,417 MT, followed by Egypt with 127,017 MT and Vietnam with 89,227 MT [3] - The total marketing year shipments of soybeans now stand at 15.396 MMT, which is 46.3% below the same period last year [3] Geopolitical Factors - Increased military drills by China around Taiwan are contributing to heightened political tensions between the US and China, which may impact market sentiment [4]

Market Overview - Soybeans are trading with gains of 10 to 12 cents across most contracts as the market prepares for the Thursday holiday [1] - The national average cash bean price is up 10 1/4 cents at $9.90 [1] - Soymeal futures have increased by $3 to $3.30, while soy oil futures are up by 60 to 66 points [1] - The markets will close early today, with the next opening on Friday at 8:30 am CST [1] Export Commitments - USDA has reported export sale commitments for soybeans at 25.778 million metric tons (MMT), which is a decrease of 33% compared to the same period last year as of December 11 [2] - This figure represents 58% of USDA's export projection and is lagging behind the 79% average pace [2] Crop Conditions - Commitment of Traders data indicates that managed money has reduced their net long position by 32,560 contracts, bringing the total to 147,778 contracts for the week ending December 16 [3] - Buenos Aires Grains Exchange data shows that 75.5% of the soybean crop has been planted, which is below the average pace [3] - Condition ratings for the soybean crop are at 67% good/excellent, which is 5 points higher than last year [3] Price Movements - January 26 soybeans are priced at $10.61 3/4, up 10 1/4 cents [3] - Nearby cash soybeans are at $9.90, also up 10 1/4 cents [3] - March 26 soybeans are at $10.75 1/4, up 11 1/2 cents, and May 26 soybeans are at $10.86 1/4, up 12 cents [3]

Market Overview - Soybean contracts showed strength on Tuesday, increasing by 1 to 3 cents, following Monday's gains of 4 to 5.5 cents, indicating bullish sentiment as the holiday week begins [1] - Preliminary open interest decreased by 10,552 contracts, primarily in January, which had 29,199 contracts, ahead of thin holiday trading and options expiration [1] - The national average cash bean price rose by 4.25 cents to $9.83.75 [1] Export Data - USDA reported soybean export shipments at 870,199 MT (31.97 million bushels) for the week ending December 18, which is 7.4% higher than the previous week but 51% lower than the same week in 2024 [2] - China was the leading destination for soybean exports, receiving 386,010 MT, followed by Mexico with 177,758 MT and Germany with 68,599 MT [2] - Cumulative exports for the marketing year 2025/26 are at 14.584 MMT (535.97 million bushels) since September 1, reflecting a 46% decrease compared to the same period last year [2] Sales Data - Export sales data indicated that 1.55 MMT of soybeans were sold in the week of December 4, marking the second-largest total for the marketing year and a 32.2% increase from the same week last year [3] - Soy meal sales were recorded at 275,487 MT, while bean oil bookings reached 1,213 MT [3] Future Expectations - The USDA's Export Sales report for the week of December 11 is anticipated to show soybean sales between 1.8-2.9 MMT, with soy meal sales expected at 275,000-550,000 MT and bean oil sales estimated between 5,000-24,000 MT [4] - Closing prices for January 26 soybeans were $10.53.25, up 4 cents, with nearby cash at $9.83.75, up 4.25 cents [4]

Group 1 - Soybean futures are trading down 1 to 2 1/2 cents, with the national average Cash Bean price at $9.89 1/4, a decrease of 2 ¾ cents [1] - Soymeal futures have decreased by $3.30, while Soy Oil futures remain steady at midday [1] - The USDA reported private export sales of 198,000 MT of soybeans to China and 125,000 MT to unknown destinations [1] Group 2 - ANEC estimates Brazilian soybean exports for December at 3.57 MMT, reflecting a 0.24 MMT increase from the previous week's estimate [2] - January 26 Soybeans are priced at $10.60 1/4, down 2 1/2 cents, while nearby Cash is at $9.89 1/4, down 2 3/4 cents [2] - March 26 Soybeans are at $10.70 1/2, down 1 1/4 cents, and May 26 Soybeans are at $10.81 3/4, also down 1 1/4 cents [2]