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Farmdoc analysts examine whether China can reduce its soybean import demand through its policy to cut soybean meal inclusion in animal feed. China imports about 100 million tonnes of soybeans a year, more than 90% from the US and Brazil.
The article assesses how changes in Chinese feed formulations would shift those flows.
Lower Chinese soybean meal inclusion would cut import demand for soybeans and meal, weighing on US and Brazilian export prices. Buyers should watch whether feed-formula changes translate into measurable import declines.
agriculture.comFarmdocDec 31, 2025After 369 past bearish policy events, Soybeans moved a median -0.2% over 5 sessions (46% higher; middle half -1.7% to +1.8%), and +0.8% over 20.
After 223 past bearish policy events, Soybean Meal moved a median -0.3% over 5 sessions (45% higher; middle half -2.2% to +1.2%), and -0.6% 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.
