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How Has the US Soybean Industry Done With the Trade War?

United States Brazil USDA China WASDE

USDA is projecting the United States to become even more of a secondary player in the global soybean market over the next 12 months.
Based on the latest guesses, the US could export only 41% of what Brazil ships during the 2025-2026 marketing year.

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This fits with what the market has been telling us since planting season this past spring.

To borrow a classic line from the television program Cheers, “(Bartender) How’s the US president’s trade war treating you US soybean industry? (US Soybean Industry) Like a baby treats a diaper.”

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