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0:00 Mainstream Media and Soybeans
2:52 India Ethanol Possibilities
4:52 China Soy Imports
8:16 The Funds Hate Soybeans
9:12 Grain Stocks Report
10:37 Fast Brazil Soy Planting

📰 Soybean Headlines Everywhere
Over 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 Standoff
Talks 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 Imports
USDA’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 Short
CFTC 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 Ahead
USDA 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 Surge
Soybean 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.