Uploaded August 2026 | Updated September 2026, 2 weeks ago
US soybean exports still cost more than Brazilian and Argentine beans even without tariffs, and China is booking US cargoes anyway.
Mike Castle, StoneX Senior Commodities Economist, explains what is driving Chinese demand for US soybeans when cheaper origins sit right beside them.
He walks through why the price gap against South American beans has not shut US exports out, why removing the tariffs would not close that gap on its own, and how storage life and bean quality give China a supply reason to rotate US volume in. He also sets the soybean premium against the far larger trade dollars China is trying to be seen committing to the US.
Discover Actionable Markets Insights with StoneX Market Intelligence: shop.stonex.com/collections/all?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_mike_castle&utm_content=share
Watch the full conversation: youtu.be/zVnD_v_O0Qw
0:00 Brazil's Edge in Soybeans
0:14 US Soybeans Still Cost More
0:51 Politics Outruns Economics
1:21 Where US Bean Quality Wins
2:07 Overpaying Is the Cheap Part
Like and subscribe for more financial market insights.
#Soybeans #Tariffs #StoneX #MikeCastle
US soybean exports still cost more than Brazilian and Argentine beans even without tariffs, and China is booking US cargoes anyway.
Mike Castle, StoneX Senior Commodities Economist, explains what is driving Chinese demand for US soybeans when cheaper origins sit right beside them.
He walks through why the price gap against South American beans has not shut US exports out, why removing the tariffs would not close that gap on its own, and how storage life and bean quality give China a supply reason to rotate US volume in. He also sets the soybean premium against the far larger trade dollars China is trying to be seen committing to the US.
Discover Actionable Markets Insights with StoneX Market Intelligence: shop.stonex.com/collections/all?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_mike_castle&utm_content=share
Watch the full conversation: youtu.be/zVnD_v_O0Qw
0:00 Brazil's Edge in Soybeans
0:14 US Soybeans Still Cost More
0:51 Politics Outruns Economics
1:21 Where US Bean Quality Wins
2:07 Overpaying Is the Cheap Part
Like and subscribe for more financial market insights.
#Soybeans #Tariffs #StoneX #MikeCastle
