US and China to Extend Truce - MORE Soybean and Sorghum Purchases??
US and China to Extend Truce - MORE Soybean and Sorghum Purchases??  
Podcast: Grain Markets and Other Stuff
Published On: Thu Feb 12 2026
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.🌏 Global Market DevelopmentsChinese media hinted that the U.S.–China trade truce may be extended, while officials confirmed discussions around a potential presidential visit. Optimism surrounding trade stability helped support soybean prices overnight, with futures probing fresh multi-month highs.🚢 Demand & Trade FlowsChina’s appetite for U.S. sorghum continues to generate buzz. Reports suggest strong buying interest tied to tight domestic feed supplies and lingering quality issues in China’s corn crop. Notably, China has still shown little interest in U.S. corn, keeping alternative grains in focus.⛽ Biofuels & Energy MarketsMarine fuel demand is gaining attention as a potential growth engine for biofuels. With global shipping facing mounting emissions pressure, renewable diesel and ethanol are increasingly part of the debate. Industry participants continue to question how easily existing engines could adapt.🏛 Policy & Regulatory WatchCorn grower groups are pressing the Department of Justice for clarity on its fertilizer industry investigation. Producers argue that input costs and market concentration remain critical issues ahead of the next planting season.📦 Supply, Production & MarginsEthanol production rebounded last week while margins improved across key regions. Stocks also moved higher, reflecting shifting operating conditions and steady blending demand.🌽 Export ActivityUSDA announced another flash sale of corn to unknown destinations, reinforcing the strong pace of export commitments and ongoing demand beneath the market.