Mainstream Media LOVES Soybeans: What Does it Mean??
Mainstream Media LOVES Soybeans: What Does it Mean??  
Podcast: Grain Markets and Other Stuff
Published On: Mon Sep 29 2025
Description: Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Mainstream Media and Soybeans2:52 India Ethanol Possibilities4:52 China Soy Imports8:16 The Funds Hate Soybeans9:12 Grain Stocks Report10:37 Fast Brazil Soy Planting📰 Soybean Headlines EverywhereOver just the past 72 hours, mainstream outlets have been buzzing about U.S. soybeans—China’s absence from the U.S. market, farmer struggles, and Trump’s trade war have taken center stage. Coverage may have been sparked by Argentina’s recent “bailout” story and simultaneous soybean sales to China.🇮🇳 U.S.–India Trade StandoffTalks in Washington were described as “constructive” but ended without a deal. The U.S. wants India to stop buying Russian oil, while India refuses. Instead, India offered concessions like U.S. corn purchases for ethanol. India currently produces about 2.5B gallons of ethanol (mostly from sugarcane byproducts) versus the U.S. at ~17B gallons. With E20 now hit, India could grow to 3.2–3.7B gallons within five years, though its gasoline use is still far below the U.S.🇨🇳 China’s Soybean ImportsUSDA’s Beijing attaché holds the import forecast at 106mmt—down slightly from last year. Even though U.S. beans are about 10% cheaper than Brazil’s, tariffs and politics keep them out. China has reportedly even rejected shipments disguised as non-U.S. origin.📊 Funds Go Net ShortCFTC data shows big speculators sold 16k corn contracts, 25k soybeans (swinging back net short), and 11k SRW wheat contracts. This marks the most bearish stance in six weeks.📈 Grain Stocks Report AheadUSDA will release September 1 stocks on Tuesday. Corn stocks are expected to be down sharply (-24% year-on-year), soybeans down 5.6%, and wheat up 2.6%. Traders are closely watching for differences from USDA’s last carryout estimates.🇧🇷 Brazil Planting SurgeSoybean planting is racing ahead—4.2% complete vs. just 0.5% this time last year. That’s the fastest start ever, supported by steady rains and ideal conditions.