
USDA FAS projections, based on September 2025 data, put global oilseed production at 691.6 million tons for 2025/26, about 9.5 million tons above 2024/25. Soybeans make up 61.6% of output, followed by rapeseed, sunflower seed, cottonseed and palm kernel.
Rising oilseed output and demand point to ample meal and oil supply, which tends to cap protein meal prices. Trade-related shifts in some countries are the main source of price sensitivity.
After 788 past bearish report events, Soybeans moved a median -0.3% over 5 sessions (47% higher; middle half -2.0% to +1.5%), and -0.9% over 20.
After 1,283 past report events, Soybean Meal moved a median -0.1% over 5 sessions (47% higher; middle half -2.0% to +1.7%), and -0.2% 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.