Soybean & Soymeal inventories building up both in China & the USA!

Despite rising +10% since May’24, soybean stockpiles at Chinese ports still have room for more!

A chart displaying the evolution of Chinese soybean stocks at ports over a 5-year period, with separate graphs for the last 3 years, utilizing colors from the IG color palette.

CME soybean futures prices are quickly approaching 5-year lows after recent reports highlighting rising stocks and improved crop conditions in the USA. Disinflation in action? Healthy stocks at Chinese crushing mills are not hinting a price reversal. So what? After recent headlines on giant cobalt purchases, China state stockpiler, the National Food and Strategic Reserves Administration, might soon focus on soybean ahead of the coming US Presidential elections!

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