€/$: 1.1731
Discussions “constructives” entre le Canada et la Chine à propos du conflit sur le canola. Pour rappel, la Chine a très fortement augmenté les taxes à l’importation de canola canadien.

L’Usda a revu à la hausse sa prévision de récolte 2025/26 de fèves de soja US, ainsi que celle des stocks de fin de campagne à cause du manque de demande chinoise.

La réunion de politique monétaire de la Fed des 16 et 17 septembre reste attendue.

Les attaques de drones ukrainiens sur les raffineries en Russie pourraient perturber les exportations russes de brut et de carburant.
La croissance de la demande américaine de carburant est surveillée.

Canadian officials had constructive talks with their Chinese counterparts about Beijing’s duties on canola during a recent visit, Prime Minister Mark Carney’s office said in a statement on Friday.

USDA pegged 2025/26 US soybean production at 4.301 billion bushels, up from 4.292 billion bushels a month earlier. The agency raised its ending stocks forecast by 10 million bushels after cutting its export projection to the lowest since a U.S. trade war with China.

Fed September 16-17 policy meeting in focus.

Crude oil prices were little changed as investors assessed the impact of Ukrainian drone attacks on Russian refineries that could disrupt its crude and fuel exports, while also eyeing U.S. fuel-demand growth.