What Record Soybean Crush Means for the Export Cushion
StoneXSoybean export demand is running at a four-year high because China is buying U.S. beans that land in Asia above Brazilian origin. Arlan Suderman, Chief Commodities Economist at StoneX, joins Senior Commodities Economist Mike Castle to explain what record domestic crush leaves for the export market, and why Chinese soybean buying is set by policy rather than price. They work through the 25 million metric ton commitment and how much lands before the leaders meet, the soybean balance sheet that record U.S. soybean crush has already tightened, and why crop tour pod counts stop short of a yield number. Discover Actionable Agriculture Insights with StoneX Market Intelligence: https://shop.stonex.com/products/grains-essential-market-reports?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_arlan_suderman&utm_content=share 00:00 - Soybean Demand Has No Cushion 00:50 - Exports Hit a Four-Year High 01:53 - China Pays Up Over Brazil 02:51 - The 25 Million Ton Promise 03:57 - July Heat Marked the Corn Crop 05:35 - Seed Size Decides the Yield Like and subscribe for more financial market insights. #Soybeans #StoneX #ArlanSuderman #Grains