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Por: Angie Setzer
Artigo, Grãos
Publicado em: 06/12/2025 12:46
Esse texto é de autoria de Angie Setzer, consultora de Grãos da Marex US.
O Footnotes é postado todo sábado no portal Brz Report (plataforma da Agrinvest onde você encontra basis, trades, fluxo das commodities, preços do mercado físico, cobertura da China e muito mais).
All eyes remain on China as we work our way into the end of the calendar year. From whether they will meet the 12 mmt of soybean purchases the administration has promised and by when, to their soaring corn values and fall crop planting delays, the focus on China is not going anywhere soon.
This week I want to look at just what is happening when it comes to Chinese soybean purchases, why I think someone might need to explain marketing years to our treasury secretary, and what really has my attention when it comes to China demand.
The Soybean Story...
Continue reading in the: Friday Footnotes
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