From July 1 to October 25, Brazil supplied more than 78% of EU soybean imports, with shipments rising 52.4% year over year to 2.97 million tonnes. US and Ukrainian shipments fell 59.8% and 60.5%, respectively, while total EU imports edged down 2.4% to 3.79 million tonnes.
The shift in sourcing toward Brazil strengthens its position in the EU market while reducing export opportunities for US and Ukrainian suppliers. With total EU imports slightly lower, the figures indicate supplier-share changes rather than stronger overall demand, so the broader soybean price effect is limited.
After 250 past neutral trade events, Soybeans moved a median +0.0% over 5 sessions (50% higher; middle half -1.4% to +1.6%), and -0.2% 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.