Wiesemeyer's Perspectives | China Has Promised Beans And Now We Need Proof
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We run the markets live as we talk, then connect the day’s price action to the policy and geopolitical signals shaping ag right now. Soybean oil strength, China’s buying pace, and the next wave of RFS and 45Z all point to a summer where demand and rules matter as much as weather.
• soybean oil rally tied to renewable diesel capacity and RIN signals
• cattle on feed reaction and the idea that supplies stay tight
• used cooking oil and shifting…
The skinny
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