Brazil’s soybean and corn exports revealed contrasting performances in November, according to the latest Logistics Bulletin from the National Supply Company (Conab).

Corn ethanol, along with other feedstocks, could play a pivotal role in supplying SAF for the aviation industry, which accounts for about 2.5% of global greenhouse gas emissions.

Brazil’s soybean crushing capacity over the next three years is expected to increase at nearly twice the rate of the last three years, according to Itau BBA’s Agro Consulting.

The B40 policy is expected to support palm oil prices in 2025 by increasing domestic demand and tightening global supplies

Brad Kooima, Kooima Kooima Varilek, says the nearby live cattle were lower despite steady to higher cash and the divergence is frustrating. Corn climbs after closing at a six month high Friday, while soybeans fade. How long can these markets continue to move in opposite directions?

Ken Ferrie advises farmers to plant no more than a third of their acres to a new corn product, if they don’t have significant experience with it. He says to bank on proven winners in the field for next season.

Jerry Gulke, president of the Gulke Group, says the weekly continuation chart corn is trading above the October high, the 50-day and the 200-day moving average. “The chart is telling us to have a little patience in this uptrending market,” he adds.

The dispute traces back to December 2020 when plans were first announced to ban GM corn by the end of 2024. This move immediately raised concerns in the Corn Belt, prompting NCGA to initiate outreach to both the Trump and Biden administrations.

Chip Nellinger, Blue Reef Agri-Marketing says soybeans recovered off Thursday’s new contract lows on fund short covering and profit taking, plus market talk that China was in buying soybeans. Corn put in the highest weekly close in six months.

Grain markets are seeing value and technical buying but Kent Beadle of Paradigm Futures says the rebound in soybeans is supported by a recovery in the Brazilian Real.