USDA's August Oilseeds: World Markets and Trade report lowered global oilseeds production on reduced U.S. soybean, Ukraine and EU sunflowerseed, and U.S. and Sudan cottonseed output. Global crush and ending stocks are projected lower, while the U.S. soybean price forecast was held at $10.10 per bushel for 2025/26.
Tighter global oilseed stocks and lower U.S. soybean supply support soybean and meal prices, though falling U.S. soybean export prices and favorable crop conditions limit the upside.
After 747 past bullish report events, Soybeans moved a median +0.3% over 5 sessions (54% higher; middle half -1.4% to +2.1%), and +0.8% over 20.
After 414 past bullish report events, Soybean Meal moved a median -0.1% over 5 sessions (48% higher; middle half -2.1% to +2.3%), and +0.3% 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.