So what’s behind the soybean oil slump? Exports have taken a nosedive as prices spiked. For those...
Markets Go Springsteen
For those keeping score (and it’s been fun lately with Baker Mayfield and the Tampa Bay Bucs lighting it up), world soybean trade for the 2025–26 crop year — the one tied to this U.S. harvest — is expected to be 14% higher than five years ago, up 41% over the past decade, and heading for a record.
But here’s the twist: as the chart shows, the U.S. is losing market share. Together, the U.S. and Brazil usually account for about 85% of global soybean exports, yet this season, the U.S. share is projected to fall to its lowest level in over two decades.
These steep drops in the dairy and chicken markets aren’t just headlines — they’re contracting opportunities.
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