Les cours évoluent au gré des déclarations sino-américaines. Les USA prévoient d’imposer dès le 01/11 des droits de douane de 100 % sur les importations chinoises, suite aux restrictions de Pékin sur les terres rares. D. Trump a menacé d’annuler la rencontre prévue avec Xi Jinping. Il accuse la Chine de refuser d’acheter du soja US et envisage de stopper les achats d’huile de cuisson venant de Chine.
Aux Etats-Unis, le « shutdown » perdure.
Au Brésil, 14% du soja est planté, c’est la 3ème progression la + rapide enregistrée à cette date, selon AgRural. CONAB estime la récolte 2025/26 à 177,64 millions de tonnes (+ 6 Mt sur un an) et une hausse des superficies ensemencées de 3,6% (49 millions d’hectares).

Market is looking for a direction. U.S. President announced additional 100% tariffs on China starting November 1st because Chinese authorities want to impose tariffs on products made from rare earths. D. Trump also said there was no reason to meet with China’s President in two weeks in South Korea. He was considering terminating some trade ties with China, including in relation to cooking oil. He renewed his criticism of China, saying the country is “purposefully” not buying US soybeans.
The American federal government shutdown is starting to impact the nation’s economy, Treasury Secretary said.
Brazilian farmers are expected to reap a record 177.64 million of tons of soybeans in the 2025/26 season, around 6 million more than in the previous year, thanks to a rise of 3.6% of the planted aeras, Conab said.