11/11/25 Key To U.S./China Trade Deal: VEU, Not Soybeans

11/11/2025 Click Above to Watch the Morning Market Talk Video Key To U.S./China Trade Deal: VEU, Not Soybeans New Reco Day 2: Make a 25% 2025 cash soybean sale in March contract at $11.30 or best price. The sell order was hit on Monday at $11.32. On the Grains Soybeans modestly pulled back overnight after rising to near the top of last week’s broad trading range on Monday. Corn and wheat pivoted around unchanged in a quiet overnight session. China plans to ease the flow of rare earths and other restricted materials to the U.S. by designing a system that will exclude companies with ties to the U.S. military while fast-tracking export approvals for other firms, keeping some of its export controls in place. The “validated end-user” system (VEU), would enable Chinese leader Xi Jinping to follow through on a pledge to President Trump to facilitate the export of such materials while ensuring that they don’t end up with U.S. military suppliers, people familiar with the situation told the Wall Street Journal. The VEU mechanism that Beijing is considering is modeled on U.S. laws and procedures. The U.S. VEU system has been in place since 2007. Under that system, certain Chinese…