Why Soybeans Are Ignoring the Commodities Selloff

Crude oil is down 8 percent in a week. Natural gas is surging. Gold is wobbling. But soybeans? They're quietly holding at 1,196 — up on the week. In this episode, Lucas and Luna unpack the soybean anomaly: why a record Brazilian harvest didn't crush prices, what Chinese demand signals are telling the market, and how the U.S. planting season and renewable diesel mandates are creating a floor under beans that other commodities don't have. With South American supply gluts and trade policy overhangs, the grain market usually follows a predictable pattern — but this year, soybeans are breaking the script. Lucas walks through the data on crush margins, export pace, and the soybean oil premium that's keeping the complex afloat. Luna asks the obvious question: if everything else is falling, why isn't the bean? #Soybeans #Commodities #Agriculture #GrainMarkets #Brazil #China #RenewableDiesel #CrushMargins #USDA #PlantingSeason #TradePolicy #SoybeanOil #SupplyGlut #DemandSignals #Economics #FexingoBusiness #BusinessPodcast #CommoditiesEconomy Keep every episode free: buymeacoffee.com/fexingo