Uploaded July 2026 | Updated September 2026, 2 weeks ago
China's U.S. soybean purchases have picked up pace, putting the 25 million tonne trade-deal target back at the center of the grain market.
Ana Luiza Lodi, StoneX Brazil Market Intelligence Analyst, breaks down what heavier Chinese buying of U.S. soybeans would mean for Brazil and the global grain trade.
Lodi works through how a push toward the 25 million tonne target could tighten the U.S. supply and demand balance and send traditional U.S. buyers toward Brazil. She also covers why China might take less competitive American beans for strategic reasons, and how Brazil has widened its buyer base across Europe, the Middle East and Southeast Asia in 2026.
Discover Actionable Grains and Oilseeds Insights with StoneX Market Intelligence: shop.stonex.com/products/plan-grains-and-oilsseds-plan?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_ana_luiza_lodi&utm_content=share
Brazil's Soybeans Are Quietly Finding New Homes Well Beyond China: stonex.com/en-us/insights/brazil-s-soybeans-are-quietly-finding-new-homes-well-beyond-china
0:00 China Returns to U.S. Soybeans
0:34 The 25 Million Tonne Question
1:59 Why the U.S. Balance Tightens
3:09 U.S. Buyers Turn to Brazil
4:28 Brazil's China Share Slips
5:39 Why Brazil Comes Out Ahead
Like and subscribe for more financial market insights.
#Soybeans #Brazil #StoneX #AnaLuizaLodi
China's U.S. soybean purchases have picked up pace, putting the 25 million tonne trade-deal target back at the center of the grain market.
Ana Luiza Lodi, StoneX Brazil Market Intelligence Analyst, breaks down what heavier Chinese buying of U.S. soybeans would mean for Brazil and the global grain trade.
Lodi works through how a push toward the 25 million tonne target could tighten the U.S. supply and demand balance and send traditional U.S. buyers toward Brazil. She also covers why China might take less competitive American beans for strategic reasons, and how Brazil has widened its buyer base across Europe, the Middle East and Southeast Asia in 2026.
Discover Actionable Grains and Oilseeds Insights with StoneX Market Intelligence: shop.stonex.com/products/plan-grains-and-oilsseds-plan?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_ana_luiza_lodi&utm_content=share
Brazil's Soybeans Are Quietly Finding New Homes Well Beyond China: stonex.com/en-us/insights/brazil-s-soybeans-are-quietly-finding-new-homes-well-beyond-china
0:00 China Returns to U.S. Soybeans
0:34 The 25 Million Tonne Question
1:59 Why the U.S. Balance Tightens
3:09 U.S. Buyers Turn to Brazil
4:28 Brazil's China Share Slips
5:39 Why Brazil Comes Out Ahead
Like and subscribe for more financial market insights.
#Soybeans #Brazil #StoneX #AnaLuizaLodi
