Scott Varilek, Kooima Kooima Varilek, says cattle futures are extending gains after a higher week in the futures and with higher cash trade. Grains are seeing technical buying but dryness in Argentina is also a concern.

The mere threat of his universal tariffs is sparking a scramble that’s leaving the global trading system prone to bottlenecks, saddled with higher costs and vulnerable to disruptions should an economic shock come along.

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?

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.

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.