Indian soybean shortages are driving record imports and reshaping soy trade flows. Quoted FOB prices show Brazilian soybeans at 0.89 EUR/kg, well above US No. 2 at 0.58 EUR/kg and Ukrainian beans at 0.333 EUR/kg.
Strong Indian import demand supports global soybean prices and shifts trade toward origins able to fill the gap, with Ukrainian beans priced far below others.
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 342 past bullish trade events, Soybean Meal moved a median +0.1% over 5 sessions (51% higher; middle half -1.1% to +2.6%), 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.