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Brown&Co's harvest 2025 outlook highlights high input costs, negative margins and Trump's tariffs, which it says are likely to disrupt trade given that over half of US soybeans go to China. It also reviews 2024/25 global wheat output of 797 million tonnes and 2025/26 production prospects in Russia and Central and Eastern Europe.
Tariff-driven trade disruption and tight farm margins create uncertainty for soybean export flows and could shift feed grain demand, though the article gives no new price-moving figure.
international-brown-co.comApr 16, 2025After 803 past bearish trade events, Soybeans moved a median +0.0% over 5 sessions (51% higher; middle half -1.7% to +1.7%), and +0.9% over 20.
After 206 past neutral trade events, Wheat (SRW) moved a median +0.1% over 5 sessions (53% higher; middle half -1.3% to +1.6%), and +0.5% 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.
