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Soybean ×

Related Product
The US ETFs 1 month 3 month Year to date
Teucrium Soybean Fund (SOYB) -3.25% 5.68% 14.64%
PowerShares DB Agriculture Fund (DBA) -2.08% 6.17% 10.9%
VanEck Vectors Agribusiness ETF (MOO) -1.61% 6.47% 16.99%

Save Global Soybean Supply and Demand

Brazil is the largest soybean-producing country in the world whose production accounts for 35% of global production and half of global export. The US is the second largest soybean-exporting country, whose production and export account for 30% and 32% of global production and export respectively.

Both Brazil and the US export about 50% to 60% of its soy production. And China is the largest soy-importing country, whose import accounts for 58% of global soy import. Since 2000, global soy supply is growing annually by an average of 4.4%, while demand grows annually by 3.2%.

Seeding rate during 2019/20 is close to a 24-year low, so production is expected to decrease. On the other hand, demand weakened due to swine fever outbreak and US-China tariff war.

*USDA releases WASDE report within the 9th to the 12th every month forecasting supply and demand of crops for the year ending in April.
*The report includes revisions for the last two years.

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Latest Stats
  • Global Soybean Supply (R)
    2022
    473.52m
  • Global Soybean Demand (R)
    2022
    380.78m
  • Global Soybean Supply (YoY, L)
    2022
    2.81%
  • Global Soybean Demand (YoY, L)
    2022
    3.20%
Source
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Save Global Soybean Net Demand

Soybean net demand = annual growth of demand - annual growth of supply

Positive net demand means demand outgrows supply and supports price growth. Negative net demand usually leads to price fall.

Seeding rate during 2021/22 is close to a 24-year low, so production is expected to decrease. On the other hand, demand weakened due to swine fever outbreak and US-China tariff war.

*USDA releases WASDE report within the 9th to the 12th every month forecasting supply and demand of crops for the year ending in April.
*The report includes revisions for the last two years.

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Latest Stats
  • Global Soybean Net Demand (YoY, L)
    2022
    0.39%
  • Soybean Price (R)
    2021-06-24
    1,370.50
Source
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Save Global Soybean Stocks to Use Ratio

Stocks/use ratio forecasts the number of years or days that, under current demand pattern, the remaining stocks will be sufficient for. The stocks here refer to the projected ending stocks at the end of the upcoming April. When the ratio goes down, price rises.

*USDA releases WASDE report between the 9th to the 12th every month forecasting supply and demand for crops for the year ending in April.
*The report includes revisions for the previous two years.

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Latest Stats
  • Global Soybean Stocks to Use Ratio (L)
    2022
    24.31%
  • Soybean Futures Price (R)
    2021-06-24
    1,370.50
Source
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Save Global Soybean Stocks to Use Ratio (Monthly)

USDA releases WASDE report between the 9th to the 12th every month forecasting supply and demand of crops for the year ending in April.

Stocks/Use ratio forecasts the number of years or days that soybean supply will be sufficient under the current demand pattern. The stocks here refer to the projected ending stocks at the end of upcoming April.

When the ratio goes down, soybean price rises.

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Latest Stats
  • Global Soybean Stocks to Use Ratio (Monthly, L)
    2021-06
    24.31%
  • Soybean Futures Price (R)
    2021-06-24
    1,370.50
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Source
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Save US Soybean Supply

US is the second largest soybean producer and exporter in the world, whose production accounts for 31% of global soybean production and has great impact on market price.

Soybeans in the United States are sown at the end of April and harvest in October. Any revisions to production estimates by the USDA during this time can affect price.

*USDA WASDE report offers production projections from May to April the following year.
*The report includes revisions for the last two years.

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Latest Stats
  • US Soybean Supply (L)
    2022
    124.49m
  • US Soybean Supply (YoY, R)
    2022
    -2.57%
Source
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Save South America Soybean Supply

Brazil is the world’s largest soybean producer and exporter, with soybean production accounting for approximately 35% to 37% of the world’s total. Argentina is the world’s third largest soybean producer and exporter, with soybean production accounting for approximately 10% to 14% of the world’s total. Their production combined account for more than half of the global production.

Soybean grows from October to February in South America, right after soybean harvests in the US. Production estimates are used to indicate which country might have supply shortage.

*USDA WASDE report offers production projections from May to April the following year.
*The report includes revisions for the last two years.

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Latest Stats
  • Brazil Soybean Supply
    2022
    167.69m
  • Argentina Soybean Supply
    2022
    80.05m
  • Brazil Soybean Supply (YoY)
    2022
    5.84%
  • Argentina Soybean Supply (YoY)
    2022
    2.10%
Source
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Save ONI vs. Soybean

Weather is one of the most influential factor on crop price. Where on the American continent the soybean is planted is usually where El Nina leads to drought. The North America accounts for 32% of the global corn export, the South America 52%.

ONI is a climate measure that compares the average sea-surface temperature of the tropical mid-Pacific to the long-time average temperature. According to the US Climate Predict Center, if ONI is lower than -0.5 Celsius for 5 consecutive months, it is considered as El Nina. And it indirectly pushes the soybean futures price up.

*Back in 1998 to 2000, extreme climate did not impact price because soybean was oversupplied.

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Latest Stats
  • Oceanic Nino Index (L)
    2021-04
    -0.70
  • CBOT Soybean Futures Price (R)
    2021-06-24
    1,370.50
Source
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Save SOI vs. Soybean

Weather is one of the most influential factor on crop price. The North America accounts for 32% of global corn exports, the South America for 52%. La Nina usually occurs around soybean fields in America.

SOI (Southern Oscillation Index) is a measure that compares air pressure in Tahiti to that in Northern Darwin, Australia and indicates the occurrence of El Nino (SOI < -7) or La Nina (SOI > 7). When SOI remains above 7, it usually causes soybean price to rise.

*Back in 1998 to 2000, extreme climate did not impact price because soybean was oversupplied.

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Latest Stats
  • SOI Index (L)
    2021-04
    2.00
  • CBOT Soybean Futures Price (R)
    2021-06-24
    1,370.50
Source
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Related Product
The US ETFs 1 month 3 month Year to date
Teucrium Soybean Fund (SOYB) -3.25% 5.68% 14.64%
PowerShares DB Agriculture Fund -2.08% 6.17% 10.9%
VanEck Vectors Agribusiness ETF -1.61% 6.47% 16.99%

Save Soybean COT Index

Large Non-commercial (speculator) Net Position
- Large Commercial (hedger) Net Position
= Commitment of Traders Index

COT index represents the positioning of large traders, when it heads up, it means they are bullish about the soybean market.

*Updates every Friday ET

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Latest Stats
  • Soybean COT Index (L)
    2021 W24
    399,701.00
  • CBOT-Soybeans Futures Price
    2021-06-24
    1,370.50
Source
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Save Soybean Futures Managed Fund Long-to-Short Ratio vs. Price

Long positions by managed funds
/ short positions by managed funds
= Ratio of long to short

The long-to-short ratio represents market sentiment to some degree. When the ratio gets bigger, institutional investors are going long on soybean futures. When the ratio reaches an all-time high or low, market sentiment can be overly optimistic or pessimistic, which could bring about a reversal in price.

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Latest Stats
  • Soybeans Futures and Options - L/S Raito
    2021 W24
    8.91
  • CBOT-Soybeans Futures Price
    2021-06-24
    1,370.50
Source
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Save Global-Food crop supply and demand gap

全球糧食缺口使用美國農業部供需預測資料，將黃豆、玉米、小麥的「年供給量」-「年需求量」。
當數值在零軸以下，顯示供給小於需求，全球糧食存在缺口；相反地，當數值大於零時，則表示供給大於需求。


註：美國農業部（USDA）的農產品供需預測報告（WASDE）中，年度起始月份以 5 月為基準，故 2022 年數據期間為 2021/5 ~ 2022/4，以此類推；最新年度為預測值，每月 9 ~ 12 日更新近三年數值（前值修正）。

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Latest Stats
  • 全球-黃豆年供給量 - 全球-黃豆年需求量
    0.00
  • 全球-玉米年供給量 - 全球-玉米年需求量
    0.00
  • 全球-小麥年供給量 - 全球-小麥年需求量
    0.00
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Save 中國-生豬存欄數

中國生豬存欄包括公豬、母豬、仔豬和育肥豬（即肉豬）的飼養頭數。
中國是目前全球最大豬肉生產與消費國，豬飼料是使用黃豆被提取成沙拉油剩下的「豆粕」，為豬飼料的蛋白攝取來源。

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Latest Stats
  • 中國-生豬存欄數
    2021 Q1
    41,595.00
  • 中國-全年黃豆進口量
    2021-05
    103.00m
Source
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