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Chinese importers face much higher costs to buy an additional 8 million metric tons of US soybeans, since Brazilian supplies are far cheaper in peak export season. Beijing could still order purchases by state grain companies to please Trump ahead of his planned April China visit.
Chicago soybeans traded near a two-month high on expectations of Chinese demand.
Possible state-directed buying would add demand for US soybeans even without commercial economics, supporting US soybean prices.
agriculture.comReuters5 Feb 2026
reuters.comNaveen Thukral1 Mar 2026Setelah 696 peristiwa perdagangan bullish sebelumnya, Kedelai bergerak median +0,3% selama 5 sesi (54% lebih tinggi; separuh tengah -1,3% sampai +1,9%), dan +0,7% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
