# Crazy what-ifs in the soybean market

> An analyst outlines bull and bear cases for soybeans: Argentine dryness and slow farmer selling versus better Brazilian weather and harvest progress. U.S. ending stocks of 450-500 million bushels and expected record U.S. plantings make prices above $10 hard to justify. NAFTA talks resumed in Canada, and the odds of a full U.S. withdrawal appeared to have eased.

- Date: 2018-01-25 · published 2018-01-25T12:00:00.000Z
- Category: market · region Argentina · magnitude low
- Page: https://feedsoft.ai/events/67018-crazy-what-ifs-in-the-soybean-market
- Commodities: [Soybeans](https://feedsoft.ai/c/SOY.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md)

## Why it matters

Weather risk in Argentina and trade-policy uncertainty support prices, but a burdensome U.S. balance sheet caps the upside for soymeal costs.

## Read by commodity

- SBM: neutral
- SOY: neutral

## Sources

- farmprogress.com: https://www.farmprogress.com/marketing/crazy-what-ifs-in-the-soybean-market

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.