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Nvidia CEO Jensen Huang resigned after an alleged affair with a woman described as a Chinese spy, prompting calls in Washington for tighter chip export curbs. China warned the US against using espionage claims as a pretext for restrictions, ahead of a planned Trump-Xi meeting at APEC in Shenzhen.
The chip-export dispute and tensions ahead of the Trump-Xi meeting raise the risk of a trade setback that could delay US farm purchases by China, though the direct link to grain and oilseed prices is indirect.
profarmer.comBill WattsNov 12, 2026After 20 past neutral geopolitics events, Soybeans moved a median -0.6% over 5 sessions (45% higher; middle half -2.2% to +1.5%), and +0.9% over 20.
After 31 past neutral geopolitics events, Corn moved a median -0.3% over 5 sessions (42% higher; middle half -2.3% to +1.1%), 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.
