Brazil overtakes becomes main US supplier of china

After 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.

• Feb 1, 2026China Turns to Cheaper Brazil Soybeans After Meeting US Pledge+4.8%
• Aug 14, 2018Ukraine may supply 1 mln tons of sunflower meal to China — Latifundist.com+3.3%
• Mar 23, 2018China targets $3 billion of US goods in tariff spat | AP News+1.5%
• Aug 13, 2025US losing out on China soybean sales as Brazil fills key supply period | Reuters+0.1%
• Mar 13, 2019Brazil and Canada win big from US-China trade war with record soy exports | Supply Chain Dive+2.2%

After 480 past neutral trade events, Corn moved a median +0.2% over 5 sessions (54% higher; middle half -1.1% to +1.6%), and +0.7% over 20.

• Nov 21, 2024China's nod to Brazilian sorghum may serve as test for US relations-3.5%
• May 20, 2025Brazil's potential 7 million-tonne share in China's DDG market+1.6%
• Jul 6, 2021Analysis shows China changing its grain buying tactics as the US market becomes volatile - UkrAgroConsult-1.9%
• Sep 10, 2021Focus on USDA’s Supply and Demand Reports Today - Pro Farmer+1.1%
• Apr 27, 2021US-China phase one tracker: China’s purchases of US goods - WITA+4.7%

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.

• 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%
• Jul 25, 2023Brazil is pushing the US out of world’s biggest soybean market+0.2%
• Oct 12, 2018AgriMarketing.com - Brazil's Supply Of Soybeans Is Running Low-1.4%
• Sep 26, 2018Graphic: Crop chop - China shuns U.S. soybeans amid trade war, turns to Brazil-4.8%