Morning Market Talk Below, you will find today’s installment of Morning Market Talk. You can copy and paste the link below for this morning’s episode. https://youtu.be/D57i5lwz2Cg On the Grains Soybeans paused overnight as traders assess the China buying situation. Corn and winter wheat markets drifted lower. Soybeans are poised for their second straight week of strong gains. Despite losses Thursday and overnight, corn and wheat futures are still mildly higher for the week. Well… that didn’t take long… and it shouldn’t if China is going to purchase 12 MMT (441 million bu.) of soybeans for delivery by January, as Treasury Secretary Scott Bessent told us yesterday. Bloomberg reports that China bought at least four cargoes totaling around 250,000 MT for shipment late this year and early 2026, citing people familiar with the situation. State-owned COFCO was the reported buyer. This should and will be a recurring storyline if China is going to live up to what the Trump administration says it agreed to. This followed reported purchases of three cargoes totaling 180,000 MT purchased by COFCO ahead of the trade deal between President Trump and China’s Xi Jinping. If you are keeping score… that’s 430,000…
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