10/29/2025 Click Above to Watch the Morning Market Talk Video China Makes Token Soybean Buys Ahead of Trump/Xi Meeting New Reco Day 2: Make a 10% sale for 2026 crop in January 27 at $11 or best price. This would take us to 20% sold for 2026 soybeans. New Reco Day 2: Make a 10% sale for 2026 crop in December 26 @ $4.65 or best price. This would take us to 20% sold for 2026 corn. On the Grains Soybeans pulled back from recent strong gains overnight. Corn and wheat futures pivoted around unchanged. China booked its first known cargoes of U.S. soybeans for 2025-26 ahead of Thursday’s meeting between President Trump and Chinese leader Xi Jinping. Trump and Xi are expected to finalize a deal that will include “substantial” soybean purchases by China, according to Treasury Secretary Scott Bessent. Reuters reported the pre-meeting purchases by China included three cargoes (~180,000 MT; 6.6 million bu.) secured by state-owned COFCO for December-January shipment. As I noted on Tuesday, China watchers suggest the eventual purchase volume for delivery in early 2026 could be around 10 MMT (367 million bu.), though other purchases would be likely within the framework of the deal. Reuters reported China could buy…
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