Soybeans Face a Downward Cycle Toward $10 The pump in November soybeans to above $12 a bushel in May might not be resolved until prices slip below $10. Global stocks-to-use near 30% is roughly neutral for prices, but soybean-complex managed-money (hedge fund) net longs extended to about 12% of open interest as of June 15, highlighting liquidation risks initially toward $10.70. Full report on the Bloomberg here: blinks.bloomberg.com/news/st… {BI COMD} #soyeans #futures @Bloomberg

🫛Soybeans reacted as expected after coming very close to breaking their support trendlines.🟢 This provides further confirmation of an upward correction following the aggressive decline observed over the past two weeks. The key question now is : how long will this correction last ?

JCI soymeal weekly: prices range bound, turning point in US soybean purchase may be delayed until new crop arrives jcichina.com/article/a991629…

RT @DDFalpha: #Corn 🌽 & #Soybeans 🌱 Weekly G/E State Trackers:

Corn Path Appears Below $4 It may take a drought for corn prices to stay above $5 a bushel, while more of the same could revisit 2025's low near $3.70. What stops the world's most significant grain from completing a typical low-price-cure cycle below $4? Full report on the Bloomberg here: blinks.bloomberg.com/news/st… {BI COMD} #corn #futures @Bloomberg

Malaysia's May #palmoil stocks rose for a second consecutive month amid weaker exports and domestic consumption.

El Niño conditions are present and expected to strengthen into the Northern Hemisphere winter 2026-27. An #ElNino Advisory is now in effect. #ENSO cpc.ncep.noaa.gov/products/a…

Soybeans May Follow Pump-Then-Dumps in Gas, Corn Soybeans may be next on the 2026 pump-then-dump list, following Bitcoin, US natural gas, gold, silver, platinum, palladium and corn. Massive supply from Brazil is a primary headwind for the oilseed, in addition to the potential for a normal Corn Belt growing season and WTI crude oil continuing to revert toward its US breakeven cost near $55 a barrel. Full report on the Bloomberg here: blinks.bloomberg.com/news/st… {BI COMD} #soybeans #corn #crudeoil #futures @Bloomberg

🚨 China's soybean meal prices just crashed to multi-year lows. 📉 Spot prices have fallen to 2,760 yuan/tonne — breaking below previous yearly lows. What's driving the collapse? • Massive soybean imports from South America 🌎 • High crushing rates and rising meal production • U.S. soybean prices falling below 1,150¢/bushel • Weak demand from feed mills and livestock farms • More alternative feed supplies entering the market This isn't just a China story. China is the world's largest soybean importer. When Chinese feed demand weakens, it sends shockwaves through global soybean, corn, oilseed and agricultural commodity markets. For now, supply is winning. But weather risks, trade tensions, tariffs, or geopolitical shocks could flip the market fast. The global agri market may be entering a period of extreme volatility. 👀 Watch China. The next move in food and feed markets could start here. #Agriculture #Soybeans #China #FoodSecurity #Commodities #AgMarkets

Dancing to the actual music, not the headline noise... The media is flooded with warnings of a "Super El Niño," with models placing a 63% probability on a historically strong event by winter. But in commodity risk management, trading the headline label rather than verified data is a quick way to lose capital. History shows us that even strong El Niño events behave differently, and they don't automatically guarantee a poor U.S. corn or soybean crop. In fact, summer row crops often benefit from reduced heat stress during these cycles. The true risk profile of this climate pattern is actually lagged. The physical tightness and balance-sheet constraints often don't manifest until the following year's harvests—hitting Australian wheat, Indian monsoons, and South American logistics in 2027. As a producer, I used the recent market rallies to lock in pricing and reduce multi-year risk for the 2027 crop. As a speculator, I'm starting to build an incredibly small, long position in corn where bears are overdoing the downside, while entirely avoiding soybeans due to heavy global supply. The professional move right now isn't to panic or get aggressively bullish based on climate hype. Build a framework that separates probability from confirmation, and verify the weather week by week, region by region.

China Edible Oil Inventory Snapshot | 12 June 2026 Soybean Oil Stocks Rise While Palm & Rapeseed Oil Continue to Tighten

🇺🇸Harvest pace on the U.S. winter wheat crop - expected to be the smallest in many decades - is well ahead of average pace at 1/4 complete. Corn, soybean and spring wheat conditions rose from last week.

🇺🇸NOPA U.S. crush, May 2026: ▪️208.785 mbu of soybeans ▪️Below most analyst guesses (avg = 211.86) ▪️Up 8% from May 2025 ▪️Soyoil stocks 1.735 bln lbs ▪️Below all analyst guesses (avg = 1.855) ▪️ 26% from May 2026 (but slimmest year/year margin in 7 months)

KBTG Techtopia ปีที่ 4 ชวนสำรวจ 'Human of Tomorrow' ค้นหาความหมายของการเป็นมนุษย์ในยุค Agentic AI และโลกที่กำลังถูกเขียนใหม่ techsauce.co/pr-news/techtop…

📉Funds just staged a record selloff across U.S. grains and oilseeds on ample global supplies and the lack of Chinese buying. I'll be unpacking the move on Sunday in my market analysis newsletter, Karen's Market Context. 📍More info and trial details are linked in my profile.

🚨 Funds added RECORD bearish bets in Corn last week. 🌽🐻 Managed Money traders added a record -92,863 new short contracts and sold a net -120,407 contracts (-$2.65B) during the latest COT reporting week. Good weather. Bearish June seasonals. The BIG SHORTS are back. 📉

RT @Ole_S_Hansen: x.com/i/article/206614269811…

🚨 RECORD outflows from Agriculture markets. 📉 🌽🌾🌱 Managed Money traders sold a net -397k cks (-$14.4B) of Ag futures last week, the largest weekly outflow in the history of the Disaggregated COT report. 📉📊 Good weather, bearish June seasonals, downward momentum, and a negative macro backdrop triggered record liquidations across Corn, Wheat, Soybeans, Meal, and Oil. 📉🌽🌾🌱