Its déjà vu All Over Again for Bean Oil this Marketing Year.
Lots of hype from WASDE for Biofuel demand (15.5 bil lbs vs 11.9 LY). Meanwhile Oct-Dec Biofuel offtake looks to be at or below last year, requiring record monthly usage…
Lots of hype from WASDE for Biofuel demand (15.5 bil lbs vs 11.9 LY). Meanwhile Oct-Dec Biofuel offtake looks to be at or below last year, requiring record monthly usage…
ADM is optimizing and streamlining.Bunge is working through a massive merger with Viterra. I compiled Q3 highlights and CEO commentary about some crush focused topics from their respective earnings calls….
Welcome to Oilseed Impacts, where I share my viewpoints on the global oilseed landscape. This is the 3rd of 8 editions exploring the 8 major oilseeds produced and crushed in…
Welcome to the Oilseed Impacts newsletter, where I share my viewpoints on the global oilseed landscape. This is the 2nd of 8 editions exploring the 8 major oilseeds produced…
Welcome to the Oilseed Impacts newsletter, where I share my viewpoints on the global oilseed landscape. This is the first of 8 editions exploring the 8 major oilseeds produced and…
Every day without a US-China trade deal adds to uncertainty for US Delta farmers. Harvest demand is everything for Delta soybeans. Lacking a major domestic crush industry, the market is…
Welcome to the launch of the weekly Oilseed Impacts newsletter, where I share my viewpoints on the global oilseed landscape. The first several editions will explore the 8 major oilseeds…
Food demand for canola oil is down in 2025. MAHA didn’t do it. Jan 1 Marked A Big Transition Its common knowledge that biofuel demand for Canola Oil is…
Is the US biofuel industry consuming record amounts of soybean oil right now? I doubt it. But Friday’s WASDE report from USDA says as much. You can see the math in…
Crush expansion, meal and oil basis volatility, regulatory changes, headline risk. Its been a crazy year for the bean oil market. But as the sun begins to set on the…