Brazilian 2018/19 soy exports seen falling as much as 18% in part due to increased biodiesel demand : The Daily Digest

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.

• Oct 8, 2018Chinese demand for Brazilian soy leaves biodiesel producers without feedstock : The Daily Digest-0.2%
• Apr 21, 2021U.S. Soybean Exports to China Swell in March, as Brazil Suspends Corn, Soy Import Duties | Farm Policy News | Illinois+5.3%
• Oct 21, 2026Argentina plans to increase soybean crush and exports in 2026/27-1.3%
• Feb 3, 2022U.S. Soybeans Are in High Demand as Brazil’s Crop Falls Short - Bloomberg+3.2%
• Dec 23, 2024U.S. soybean meal reaches record exports, driven by increased crush capacity and global demand - Agweek | #1 source for agriculture news, farming, markets+0.8%

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.

• Oct 17, 2019Cambodian Feed Millers Learn to Manage Purchases as U.S. Soy Exports Increase - American Soybean Association+1.2%
• Jul 21, 2026Global demand for soybean meal drives prices up in Brazil and the U.S.-0.7%
• Feb 3, 2022U.S. Soybeans Are in High Demand as Brazil’s Crop Falls Short - Bloomberg+5.7%
• Aug 29, 2024Soybeans rise as demand for US exports blows past expectations+3.2%
• Aug 15, 2022Demand for grain and soybean derivatives from the US and BR increases - Revista Cultivar-11.0%

After 224 past bullish trade events, Soybean Oil moved a median +0.4% over 5 sessions (54% higher; middle half -1.5% to +2.1%), and -0.5% over 20.

• Oct 8, 2018Chinese demand for Brazilian soy leaves biodiesel producers without feedstock : The Daily Digest-0.1%
• Jun 26, 2024Biodiesel mandate, domestic demand could stop Brazilian soybean oil exports: sources | S&P Global+4.0%
• May 24, 2022Brazil’s Soybean Oil Exports Offset Biodiesel Fall | CZ app-2.0%
• May 10, 2017Soy oil futures strengthen on ITC biodiesel dumping stance and could go higher : The Daily Digest+1.1%
• Dec 28, 2017Canadian canola benefiting from US duties on Argentine and Indonesian biodiesel : The Daily Digest+2.0%

After 26 past neutral trade events, Brazilian Real (BRL per USD) moved a median -0.1% over 5 sessions (46% higher; middle half -1.4% to +1.4%), and +1.3% over 20.

• Jul 25, 2023Brazil is pushing the US out of world’s biggest soybean market+0.2%
• Oct 12, 2022China Set to Import Brazilian Corn in Challenge to US Supply - Bloomberg+1.5%
• Nov 3, 2022Brazil moves closer to China corn exports as Beijing approves traders | Reuters+0.1%
• Dec 17, 2019Brazilian soymeal headed for China | The Poultry Site-0.1%
• Jun 25, 2019China’s US soybean and pork imports down 55.3 per cent due to trade war, African swine fever | South China Morning Post-0.1%