Wiesemeyer's Perspectives | China’s Soybean Deals And Moving Goalposts
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<p>We unpack why China’s soybean purchase timeline keeps sliding, how the market is reacting, and who should be accountable. We dig into border biosecurity worries, beef policy levers, the coming Fed move, crop insurance changes, and a likely aid bridge to 2026.<br><br>• shifting claims on China’s soybean buys and missing signatures<br>• soybean futures weakness and market skepticism<br>• screwworm concerns and quieter agency updates at the border<br>• cattle rally versus talk of tariff cuts and import levers<br>• USMCA review signals, Mexico demand, and retaliation risks<br>• Farm Bill 2.0 delays and SNAP’s dominant share<br>• E15 year-round push, RFS volumes, and 45Z SAF uncertainty<br>• crop insurance rule changes and prevent plant buy-up removal<br>• rumored $12–14bn farmer aid and timing of payments<br>• high fertilizer costs, planting talk, and cash flow strain<br><br>Sign up for premium content this week and I will send you back your $25. If you sign up for the $250, you will instantly get a credit from me for $25. If you sign up for one month for $25, I'll send your $25 back. That is my Christmas gift to you.<br><br><br></p>
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<p>Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. </p>
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