Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Soybeans Are Defying the Commodity Sell-Off in June 2026
In this episode of The Commodities Economy, Lucas and Luna break down why soybeans are surging while most other commodities—crude oil, copper, silver—are in a steep sell-off. As of June 24, 2026, soybeans are up 1% on the week, bucking the trend. They explore two key drivers: a surprise export deal with China that shifted demand expectations, and tightening domestic crush margins that suggest supply constraints. They also tie in the broader economic backdrop—sticky inflation and a strong dollar—and discuss what the soybean rally signals for the rest of the agricultural complex. If you've…
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