Roy Hale

@cer_hedge Decision time once a SnD event occurs, easy upside

#soybeans- Down $5900 a contract on this $1.18 slide. Here's a good level for everyone with a "big opinion" and a "big ego" to belly up to the bar. We are on the 200-day. Have at it! Decision Time. #sf6 #oatt

@HTSCommodities Deep value long term, vol is accurately priced though

It's no surprise that #soybeans volatility and momentum traders own the market. The negative gamma trade has pushed the 50 delta implied volatility to the second lowest level in 15 years, only 2017 was lower. Aside of weather in ARGY and BRA what is the bull thesis?

@setuprepairllc @BasedBiohacker Enclomiphene

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@aghedger Its 40/50k less than that

Funds estimated still long 170,000 contracts of beans today Gap filled and still plenty of ammunition to continue to sell futures Do we get a Christmas rally?!

@MisterCommodity Zionistic globalists

LOL WHO GREEN LIGHTS THIS GARBAGE?!?!

@ISU145 Do it on the hourlies.... most of the best fit TL are broken

Alot of squawking about the rushed "bearish" WASDE report. Here is the upward sloping trendline in Jan soybeans to help ground you amongst the "Bears" sabre rattling.... no damage has been done to the bull trendline. Take a deep breath and come back tomorrow with a good plan.

@bullishboiler 7 boats was the # going in too i believe... and 449kmt flashed lines that up. Physical coverage is not going to make 12mmt pace but paper they have inked closed to that

948k tonnes reported in daily flash sales to either unknown or China. Last I checked that is not close to 12 MMT

@BenniKim We dont actually use the Uco we purchase for domestic it is just for re export, especially as us tariff levels already stop domestic use besides for re export…. But sbo is also a very interconnected system…. Check out imports they r all to Usg and only a fraction makes it to CA

Long CBOT Soybean oil, ICE Canola and MATIF Rapeseed, with a side of CME Palm oil.

@traderchicago7 Palm oil moves r doing the leg work right now. Think fundamentally its got a good bid at 20d to work from too

Bean oil catching a bid .. pattern can it put 2 days above 20 day with higher highs .. and hold . have not clicked today..

@sizov_andre Acreage cut in wasde moved mkt aug 12-13

Trump talks #soybeans again — but the market isn’t buying it like before. 📅 August 11, 2020 — Trump posts: "I hope China will quadruple soybeans orders" 📈 Result: ~+7% in 3 sessions 📅 Now — Trump says: "Soybeans will be a major topic of discussion with Xi" 📈 Result: ~+3% in 3 sessions #oatt #sizovreport #tradewars

@SusanNOBULL Demand switching will shift later in the year this time not earlier should see it come through mid Dec (if no CN deal done prior)

The biggest difference between this trade war & the last is that when China stopped buying US #soybeans, other buyers stepped in to fill the void. This time, China isn’t buying US beans—and neither is anyone else. Current non-China commitments are half of what they were in 2018

@MSGCapital 1010-990-960 put fly wk1 but now covering a few delta

X #soybeans trade <$10 #PlaceYourBets

@Data_Junkie_ Lol i was going to say the same thing i read a few sentences and was done 😂

this might be the worst piece of academic research i have ever seen farmdocdaily.illinois.edu/2025/09/grains…

EU SET TO PROPOSE NEW RUSSIA SANCTIONS AS SOON AS THIS WEEK

Im not saying there will be a deal at all, I was just saying that ag commodities were being discussed in this weeks talks & theres a decent chance its mentioned Friday and its something to look for in corn/wheat. Agree soy structure, especially cash, will be hurting without biz soon

@MisterCommodity Agree to some extent, think holding around 1050 pre harvest w no CN biz is the best SX can do right now...corn and wheat off lows on strong action would seem to align but i dont trade those

@bushelproapp @MisterCommodity They already bought soy thurs-friday and unloaded some yesterday AM they cant know for sure if a deal can be made or not only spin PR as such like Bessent pre mkt yesterday.... will see how today-friday turns out should be interesting

@grainedge @MisterCommodity Insider trading (buying) would already be happening with soybeans with any whisper of a deal. Go look at Oracle’s stock Gap from about a week ago.

@WalkSquawk scmp.com/news/china/dip…

🌾 Morning Grain Rundown 🌽 Corn hit new highs as lower early yields + disease concerns fuel a month-long rally. LSEG cut EU corn crop 2.4% while U.S. OI jumped 25k contracts. Path higher, but resistance looms. 🌱 Soybeans steady after 5-day soyoil run. EPA’s RFS tweak cooled oil, but U.S. beans stay cheaper vs S. America. Traders eye Trump–Xi call Friday. 🌾 Wheat extended gains to 1-mo highs despite LSEG raising Russia & Aussie crops. Short covering + sanction chatter giving bulls momentum. 👉 Bulls hold near-term edge across the board.

Trump’s China trip may hinge on jet and soybean deals, sources say #Echobox=1758056393" target="_blank" rel="nofollow noopener">scmp.com/news/china/dip…