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Agriculture

China’s Soybean Buying Spree After Trade Truce Thrills Farmers, Shakes Markets

China’s Soybean Buying Spree After Trade Truce Thrills Farmers, Shakes Markets

Trade Truce Revives Soybean Trade After years of fraught trade relations, Washington and Beijing reached a breakthrough at a summit in Busan, South Korea on October 30, 2025. U.S. President Donald Trump and China’s President Xi Jinping agreed to a one-year pause in their tariff war – a deal that included major agricultural commitments. Both leaders hailed an “amazing” meeting as they shook hands on a U.S.-China trade truce ts2.tech. Under the accord, China pledged to resume buying U.S. soybeans and energy (after a long halt), while the U.S. agreed to scale back some tariffs ts2.tech. Notably, Beijing said it
31 October 2025
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Trump Touts “Tremendous” Soybean Deal with China – Farmers Cautious as Details Remain Vague

Trump Touts “Tremendous” Soybean Deal with China – Farmers Cautious as Details Remain Vague

Trump-Xi Summit Delivers Promises (So Far) On Oct. 30, 2025 the highly-anticipated Trump-Xi face-to-face ended with a flurry of farm-trade promises. President Trump told reporters that President Xi “authorized China to begin the purchase of massive amounts of Soybeans, Sorghum, and other farm products.” Trump said China would start buying “tremendous” volumes immediately farmprogress.com farmprogress.com. Likewise, China’s Ministry of Commerce stated the two sides agreed to “expand agricultural trade” farmprogress.com. Importantly, neither side released binding details. No tariff cuts or purchase quantities were spelled out, leaving investors and farmers wanting clarity. As one analyst put it, “the market was looking
30 October 2025
Origin Agritech’s SEED Stock Skyrockets 92% on China Seed Breakthroughs & Trade Buzz

Origin Agritech’s SEED Stock Skyrockets 92% on China Seed Breakthroughs & Trade Buzz

SEED Stock Soars on Market Momentum Origin Agritech’s stock skyrocketed this week, delivering eye-popping gains for investors. On Tuesday night, SEED shares surged over 92% in after-hours trading following a flurry of positive developments benzinga.com. The price spiked from the $1.40 range to roughly $2.76 in extended trading – nearly a doubling overnight. By Wednesday Oct. 15, the stock opened sharply higher before paring back to about $1.43 by mid-day investing.com, roughly flat from Tuesday’s official close of $1.44 benzinga.com. This explosive move came amid a broader rally in agricultural and biotech shares. U.S. political news turbocharged the sector: a
15 October 2025
ASX:COOT TRIPLES AS TRADE WAR TALK IGNITES AGRI STOCK RALLY

ASX:COOT TRIPLES AS TRADE WAR TALK IGNITES AGRI STOCK RALLY

Stock Surge and Market Reaction Australian Oilseeds (COOT) electrified markets on Oct. 14–15. After markets closed Oct. 14, President Trump posted that the U.S. might “terminate … business with China having to do with cooking oil” as retaliation for China’s soybean boycott. This tweet sent global agri stocks soaring. COOT led the rally, jumping +248.2% after-hours on Oct. 14 benzinga.com. In regular hours that day it had already gained +46.21% benzinga.com. By Wednesday pre-market (Oct 15) COOT was trading around $3.96 (up ~310% versus Tuesday’s close) stockanalysis.com. Such moves made COOT one of the top U.S. gainers. Benzinga reports that COOT’s surge coincided with
15 October 2025
Brazil’s Soybean Bonanza: Record 178M Ton Crop Sparks Global Market Frenzy

Brazil’s Soybean Bonanza: Record 178M Ton Crop Sparks Global Market Frenzy

Record Harvest and Acreage Surge Brazil is poised for a soybean supercrop. Conab’s October report forecasts roughly 177.64 million tons in 2025/26, about 6 Mt above last year’s output tradingview.com. This would shatter previous records. Conab notes the extra supply comes from a slight bump in area – about 49.0 M hectares (121.1 M acres) of soybeans, ~3.6% more than last year tradingview.com. (FarmProgress confirms 121.2 M acres, +3.7% farmprogress.com.) In the field, planting is already far advanced: Paraná state has seeded ~31% of its soy area, and even Mato Grosso ~19% tradingview.com. In practice, this means Brazilian farmers have committed far more land
After Hurricane Helene: Massive USDA Grants, Shocking Damage Statistics and the Long Road to Recovery – What It Means for Farmers

After Hurricane Helene: Massive USDA Grants, Shocking Damage Statistics and the Long Road to Recovery – What It Means for Farmers

Hurricane Helene: A Record‑Setting Storm Hurricane Helene developed in late September 2024 and rapidly intensified over the Gulf of Mexico before making landfall near Florida’s Big Bend on Oct. 10. With 140‑mph winds, it was the first Category‑4 hurricane to hit that region since record‑keeping began in 1851 farmpolicynews.illinois.edu. The storm maintained hurricane strength across Georgia and the Carolinas, dropping more than 30 inches of rain in some areas and causing catastrophic freshwater flooding. According to the National Hurricane Center (NHC), Helene caused at least 176 direct deaths and 71 indirect deaths; most fatalities were caused by winds or freshwater flooding nhc.noaa.gov. Georgia recorded 37
Commodity Shockwaves: Oil Soars, Gold Shines, Crops Sway as War, Weather & Policy Roil Markets

Commodity Shockwaves: Oil Soars, Gold Shines, Crops Sway as War, Weather & Policy Roil Markets

Key Facts: Energy: War Drives Oil Higher, Gas Steadies, Renewables Reshuffled Oil – War and Output Cuts: Crude markets rallied sharply to close the week, propelled by geopolitics. Brent oil settled at $70.13/bbl (▲1.0%) while WTI ended at $65.72 (▲1.14%), with both benchmarks posting their biggest weekly gain since June reuters.com. Traders pinned the surge on escalating war disruptions: Ukraine’s stepped-up drone strikes have knocked out portions of Russia’s refining capacity, forcing Moscow to halt diesel exports through year-end and extend a gasoline ban reuters.com. “Markets continued to be focused on the situation between Russia and Ukraine,” said John Kilduff
27 September 2025
Commodities Rollercoaster: Oil Rockets & Gold Smashes Records as Trade & Weather Woes Hit Agriculture (Sept 24–25, 2025)

Commodities Rollercoaster: Oil Rockets & Gold Smashes Records as Trade & Weather Woes Hit Agriculture (Sept 24–25, 2025)

Energy (Oil, Gas, Renewables) Oil led commodity moves this week. On Sept 24 Brent crude jumped about 2.5% (to ~$69.30) – its strongest gain since July – after U.S. stockpiles fell more than expected reuters.com. Supply concerns from geopolitics added fuel: planned disruptions in Iraq, reduced exports from Venezuela, and attacks on Russian energy sites (Ukraine’s military claimed strikes on Russian oil stations reuters.com) kept markets nervous reuters.com reuters.com. US crude settled at ~$65 (WTI) on Sept 24, up ~$1.60 (2.5%) for the day reuters.com. However on Sept 25 prices gave back some gains: Brent fell to ~$68.80 (-0.7%) and
25 September 2025
How Satellite Technologies Are Transforming Ukraine: From Warzones to Wheat Fields

How Satellite Technologies Are Transforming Ukraine: From Warzones to Wheat Fields

In August 2022, a Ukrainian charity crowdfunded access to an ICEYE SAR satellite, providing 24/7 all-weather imaging from one satellite and access to ICEYE’s full constellation for over a year. Commercial high-resolution imagery from Maxar, Planet Labs, and BlackSky documented battlefield events such as Russian troop buildups and missile strikes. Analysts have described the Russia-Ukraine war as the most documented conflict in history thanks to the avalanche of satellite data. After the 2022 invasion, SpaceX shipped thousands of Starlink user terminals to Ukraine, and by 2024 Starlink was a reliable frontline communications partner. In February 2022, commercial satellites captured a
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