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Geopolitics Sets the Price: China, Tariffs and the Black Sea Redraw the Grain Map
The China deal, a 13% tariff on U.S. soybeans and Black Sea bottlenecks are setting prices in 2026. What to watch before committing grain to a sale.
Soybeans
Aviation Fuel Becomes a Buyer of Corn and Soybeans and Rewrites the Grower’s Math
Global SAF output reaches 2.4 million tonnes in 2026. Why the ethanol route favours corn over soybean oil and what that means for grain producers.
Brazil’s 2026/27 Soybean Crop: The Slowest Growth in Three Decades
Soybean area grows just 0.9% and output lands near 182 million tonnes in Brazil’s 2026/27 crop. What stalled the expansion and what it changes for growers.
A Strong El Niño Is Building: What Changes on the Farm From Late 2026 Into 2027
NOAA puts the odds of a very strong El Nino at 63% for the Nov 2026 to Jan 2027 peak. See the regional impact and how to adjust planting and hedging.