A USDA FAS oilseeds update puts Argentina's 2025/26 soybean production at 47.5 million tonnes and 2024/25 at 50.5 million. Soybean crush is raised to 43.0 million tonnes on strong margins and meal demand, and sunflower crush is projected at a record 5.0 million tonnes.
Higher crush capacity increases meal and oil output, which adds supply to soymeal and soyoil markets, while record sunflower crush supports sunmeal availability.
After 563 past neutral report events, Soybeans moved a median -0.1% over 5 sessions (48% higher; middle half -1.7% to +1.6%), and -0.1% over 20.
After 399 past bearish report events, Soybean Meal moved a median -0.4% over 5 sessions (44% higher; middle half -2.4% to +1.2%), and -1.0% over 20.
After 146 past bearish report events, Soybean Oil moved a median -0.0% over 5 sessions (49% higher; middle half -1.8% to +1.9%), and +0.4% over 20.
Not enough comparable past events yet for a historical read.
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.