
Under a White House deal announced November 1, China will buy at least 12 million metric tons of US soybeans in the last two months of 2025 and at least 25 million tons in each of the next three years. Analysts say US exporters may not regain market share lost to Brazil during the trade conflict.
Committed Chinese purchases could support US soybean demand and prices, but Brazil's entrenched supply position limits the lasting price benefit for US beans.
After 250 past neutral trade events, Soybeans moved a median +0.0% over 5 sessions (50% higher; middle half -1.4% to +1.6%), and -0.2% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.