President Trump addressed global leaders at the World Economic Forum in Davos, clarifying that the United States will not invade Greenland—a statement that helped ease market volatility after recent geopolitical fears rattled equities and commodities.

In this morning update from the trading floor, Arlan Suderman, Chief Commodities Economist at StoneX, breaks down:

• Why Greenland matters strategically and why invasion fears were overblown

• How easing geopolitical tension is impacting financial and commodity markets

• China’s reported purchase of 12 million metric tons of U.S. soybeans

• Why soybean export risks remain skewed to the downside

• What upcoming EPA biofuel guidance could mean for the soybean complex

With Brazilian supplies entering the global market and China likely finished buying U.S. soybeans for now, Arlan explains what needs to happen for USDA export targets to be met—and where the risks lie.

Stay informed with real-time market insights directly from the trading floor.

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