USDA’s September outlook already penciled in lower U.S. soybean exports for the current marketing year. The forecast is 1.69 billion bushels, down from 1.8 billion bushels in June. The agency has cut the season-average farm price forecast to $10.10 per bushel, down from $10.25 in June. As of October 14, soybean futures have hovered around $10 per bushel.Adding insult to injury, buyers in China have also purchased at least 10 cargoes of soybeans from Argentina, according to Reuters. [3] The cash-strapped nat ...

A big international trade is conducted in cooking oil. But this isn't about the oil you put into your kitchen fryer. ...

Ah, October 16, 2025. Another glorious day in the financial markets, where the only constant is the unpredictable, often bewildering, pronouncements emanating from a certain former (and perhaps future) President. Donald J. Trump, ever the maestro of the unexpected, continues to conduct the global economy with the subtlety of a wrecking ball, leaving investors to decipher whether today’s tweet is a buying opportunity or a signal to brace for impact. While the major indices gamely attempted to shrug off the l ...

After a mixed market performance on Tuesday, when major indices slipped at the close despite intraday gains, Wednesday opened on a bullish note. The S&P 500 rose 0.4%, driven by robust earnings releases and amid geopolitical tensions. The NASDAQ composite was up 0.6%, crediting, once again, to AI interest. The Dow Jones Industrial Average, however, slipped 0.04% nearer the closing bell. The Russell 2000, up 0.8% recorded a second consecutive high on Wednesday. Gold remains unbeaten, up 1.4%, benefit ...

LOGIN SUBSCRIBE | FastCo Works advertisement BYÂ Jennifer Mattson Listen to this ArticleMore info 0:00 / 0:00 Shares of stocks linked to agriculture, soybeans, and cooking oil are up on Wednesday after President Donald Trump said that the U.S. was considering "terminating business with China having to do with Cooking Oil and other elements of Trade†as retribution against Beijing for refusing to buy American soybeans. Subscribe to the Daily newsletter.Fast Company's trending stories delivered to you every da ...

A transport truck exits the Bunge facility, which is part of the company's agricultural and food processing operations, in Hamilton, Ontario, Canada, Jan. 27, 2025.Bunge Global jumped more than 11% on Wednesday on the back of the Trump administration's threat to cut off U.S. purchases of Chinese cooking oil.Bunge is one of the largest soybean processors and cooking oil producers in the world. The stock's year to date gains are roughly 18%.President Donald Trump on Tuesday said the U.S. is considering "termi ...

Core Insights - Soybean-related stocks surged significantly following President Trump's comments regarding trade tensions with China, particularly affecting small-cap oilseed and agricultural biotech stocks [1][2]. Trade Tensions - Trump accused China of an "Economically Hostile Act" for not purchasing U.S. soybeans, which he claimed was harming American soybean farmers [2]. - He suggested the U.S. might terminate business with China related to cooking oil and other trade elements, asserting that the U.S. could produce cooking oil independently [2]. Soybean Short Squeeze - Australian Oilseeds Holdings Limited (NASDAQ:COOT) experienced a dramatic increase of nearly 350% in stock price due to the short squeeze triggered by Trump's remarks [3]. - The stock had previously faced pressure from trade tensions and compliance issues, but the combination of high short interest and Trump's comments created ideal conditions for a short squeeze [3]. Stock Performance - Origin Agritech Limited (NASDAQ:SEED) saw a 63% increase, while Arcadia Biosciences, Inc. (NASDAQ:RKDA) rose by 46% in early trading on the same day [4]. - The rally in soybean-related stocks exemplified a textbook short squeeze, where low-priced stocks with significant short interest surged due to news, forcing short sellers to buy back shares at higher prices [4].

Core Viewpoint - President Trump's comments about U.S. cooking oil production in response to China's soybean purchasing decisions triggered a significant decline in equity markets, erasing $450 billion in value within minutes [1][2][3]. Market Reaction - The equity markets experienced a rapid pullback, with a loss of $450 billion in just 7 minutes following Trump's trade threat [2][3]. - Despite the initial downturn, major indices futures showed recovery in the evening, with S&P 500 futures up 0.17%, Nasdaq futures up 0.22%, and Dow Futures up 0.11% [3]. Political and Economic Analysis - Experts criticized Trump's threats as weak, suggesting that the real economic hostilities lie elsewhere, such as in rare earth licensing [4][5]. - Political scientist Rush Doshi indicated that Beijing might interpret Trump's actions as a sign of weakness [5]. - Entrepreneur Arnaud Bertrand noted that Trump's threats regarding cooking oil were inconsequential, as the product in question is primarily used cooking oil, or "gutter oil," which China has a high domestic demand for [5][6]. Industry Impact - Following Trump's comments, Australian Oilseeds Holdings Ltd. saw a dramatic increase in stock price, soaring by 46.21% during regular trading and an additional 248.19% in after-hours trading [7]. - Other agricultural biotech stocks also experienced significant gains, with Origin Agritech Ltd. rising 92.33% and Arcadia Biosciences Inc. increasing by 53.28% after hours [7]. Export Data - In 2024, China exported 2.951 million metric tons of used cooking oil, with the U.S. being the largest importer at 1.267 million metric tons [6].

SHANGHAI, CHINA - AUGUST 14, 2025 - Tourists are visiting the Bund in Shanghai, China on August 14, 2025.Asia-Pacific markets traded higher Wednesday, breaking ranks with Wall Street's declines after U.S. and China exchanged blows in a renewed trade feud.U.S. President Donald Trump on Tuesday stateside criticized China for not buying soybeans, calling it an "an economically hostile act." He also threatened "retribution" such as a cooking oil embargo."Volatility remains elevated, and the best explanation is ...