All signs point to China sticking with US soy deal, Vaden says

Setelah 356 peristiwa kebijakan bullish sebelumnya, Kedelai bergerak median +0,1% selama 5 sesi (53% lebih tinggi; separuh tengah -1,2% sampai +2,3%), dan -0,9% selama 20 sesi.

• 31 Agu 2026EPA grants RVO exemptions while seeking to cushion impact on ag | Agri-Pulse Communications, Inc.+1,4%
• 1 Sep 2021US soy: Renewable diesel not a food-versus-fuel issue | 2021-08-31 | Agri-Pulse Communications, Inc.-2,2%
• 7 Des 2022Renewable diesel boom fueling soybean crushing expansion | Agri-Pulse Communications, Inc.+1,7%
• 27 Okt 2021Dramatic expansion in renewable diesel production could pose challenge to some biodiesel producers | Agri-Pulse Communications, Inc.+0,5%
• 2 Apr 2025Oil, biofuel coalition presents unified RFS request to EPA | Agri-Pulse Communications, Inc.-4,0%

Setelah 34 peristiwa kebijakan bearish sebelumnya, Urea bergerak median -0,8% selama 5 sesi (38% lebih tinggi; separuh tengah -3,3% sampai +1,8%), dan -4,5% selama 20 sesi.

• 26 Nov 2025Trump has cut tariffs on fertilizer, but lower prices could remain elusive | Agri-Pulse Communications, Inc.-7,1%
• 26 Mei 2026China reopens urea exports with $660pt price floor-19,8%
• 19 Des 2021Australia to ramp up local urea production to avert trucking crisis+1,6%
• 26 Jun 2025China to Relax Urea Export Ban, Easing Global Price Pressure - Bloomberg+5,4%
• 27 Mei 2026China allows fresh urea exports amid Iran war-fuelled fertiliser crisis, sources say | MarketScreener-21,1%

Setelah 50 peristiwa kebijakan bearish sebelumnya, DAP bergerak median +0,9% selama 5 sesi (62% lebih tinggi; separuh tengah -0,1% sampai +1,6%), dan +0,9% selama 20 sesi.

• 13 Jul 2022Moroccan plan to reenter US fertilizer market gains steam | 2022-07-12 | Agri-Pulse Communications, Inc.+1,0%
• 27 Feb 2026Five-year review on Moroccan and Russian fertilizer tariffs gets underway | Agri-Pulse Communications, Inc.+4,9%
• 3 Mei 2024Decline in Chinese DAP Prices During April 2024 After Loosening Export Sanction+4,1%
• 24 Nov 2023As U.S. House elects new speaker, corn growers seek to pass a farm bill  - Indiana Corn and Soy+0,9%
• 5 Sep 2019Advance tax withdrawn from all chemical fertiliser import | The Business Standard+1,1%