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USDA Feb Crop Report a WIN for Soybeans + 1-Year Trade Truce Extension

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    #1

    USDA Feb Crop Report a WIN for Soybeans + 1-Year Trade Truce Extension




    USDA took Trumps comments that China would buy more U.S. soybeans seriously and headline news that the U.S./China trade truce would be extended when Trump/Xi meet in the first week of April was a BIG WIN for soybeans this week!
    2026 “Mini” U.S. ethanol boom thanks to 45Z + China’s ban of phosphates from Feb. – August of 2026 will not help lower fertilizer prices anytime soon!
    30 mmt of Chinese corn harvest is of poor quality and maybe a technical breakout in wheat futures.
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    #2
    Are you still enjoying the party with the soybean and canola futures rally or did you sell too early?

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      #3

      Apologies! Where we talk about the latest CFTC update as of 10th Feb 2026, managed money funds covered their net short position in canola to the tune of +42,746 week-on-week to flip to net long 145 contracts and not (as we mistakenly said) +90,009 wk/wk to 47,408.

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