
BIMCO reports global bulk grain shipments rose 15% year-on-year in the first six weeks of 2026, led by a 30% jump in soybean shipments and a 17% rise in wheat. The US-China trade agreement lifted US soybean shipments 26% and resumed sorghum shipments.
Brazil's soybean crop is forecast at a record 180 million tonnes and Argentina's wheat crop is estimated at a record.
Strong export flows and record Southern Hemisphere supplies lift demand for vessels and freight while increasing competition for export markets. Firm US-China trade volumes support soybean and sorghum prices.
After 696 past bullish trade events, Soybeans moved a median +0.3% over 5 sessions (54% higher; middle half -1.3% to +1.9%), and +0.7% over 20.
After 431 past bullish trade events, Wheat (SRW) moved a median +0.0% over 5 sessions (50% higher; middle half -1.3% to +2.1%), and +0.5% over 20.
Not enough comparable past events yet for a historical read.
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.