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🚜 ADM Deferred Pricing Offer
ADM is now offering deferred pricing at its Decatur, IL facility — a move aimed at jumpstarting soybean deliveries. Farmers can deliver soybeans now, transfer ownership, and set a final price anytime before September 2026.
🟡 No storage fees
🟡 Immediate ADM ownership
🟡 Unusual timing — normally seen after the new year
Slow farmer sales due to weak prices are tightening processor supplies, prompting ADM’s rare “free DP” incentive.

🇺🇸🇨🇳 U.S.–China Trade Talks
Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng meet in Malaysia this week. The session sets the stage for a Trump–Xi meeting later this month.
👉 Trump hinted he’s open to lowering tariffs if China resumes soybean purchases “like before.”
👉 The trade truce expires in November, keeping markets on edge.

🌽🫘 Futures Update
Corn and soybeans both ended the week higher:
🌽 Dec ’25 Corn – around $4.23, supported by slow sales and lower yields
🫘 Nov ’25 Soybeans – near $10.20, boosted by domestic demand and trade optimism
Overnight gains continued after Trump’s weekend remarks.

🇧🇷 Brazil Planting Progress
Brazilian soybean planting is racing ahead — 23% complete vs. 9% last year.
🌧️ Well-distributed rain + warm temps are ideal.
📊 Conab projects 177.7 MMT, while USDA is at 175 MMT.

🐄 Cattle Market Moves
Cattle futures tumbled Friday after Trump hinted at potential steps to lower beef prices.
💬 Analyst Brad Kooima says inflation-adjusted prices remain stable, but political pressure could spark a Brazil beef import deal, worrying U.S. producers.