Crush margins are improving in China, though that strength has yet to extend to U.S. soybeans. Speculation continues around potential Chinese purchases as the calendar winds down on 2025. Geopolitics remain a heavy influence on trade, with China adding pressure through military exercises along Taiwan’s shores, while elevated tensions between Russia and Ukraine continue to impact global energy markets. The question now turns to cattle — will we see meaningful cash movement this week?
Mid-day comments with Arlan Suderman at StoneX…
