Soybeans serve two markets: food and fuel. In 2027, this balance could shift.
Biofuel rules and fuel-maker margins are pulling soybean oil towards fuel, in competition with food users and other feedstocks. Trade flows between the US, China and Brazil continue to be reshaped by geopolitics. Financial market signals sit alongside physical supply, and the two can tell different stories.
Join analysts from Expana and StoneX on November 12 at 11 AM ET | 4 PM GMT to understand how these market drivers connect, along with storage, quality and seasonal supply, and what players are monitoring as they plan for 2027.
We’ll cover:
- 2027 outlook: The supply, demand and policy shifts to watch as you plan.
- Price and procurement risks: Demand, logistics and quality challenges of carrying soybeans into late summer.
- Biofuel demand: How global incentives are driving competition across edible oils and fuel feedstocks.
- Geopolitics and trade: How disruptions and shifting flows could affect availability and your 2027 sourcing.
- Trading vs physical: Why AI-driven trading should be weighed against physical supply and demand.
Can’t attend? Register to receive the recording.
Written by Expana