Situation géopolitique instable.
Aux Etats Unis, les intentions de semis de soja sont estimées à 84,7 vs 81,215 millions d’acres en 2025. Le marché attendait 85,549 millions.
L’administration Trump a ordonné d’incorporer une quantité record de biocarburants en mélange dans les carburants en 2026 et en 2027.
La visite du président Américain en Chine est prévue les 14 et 15 mai.

Unstable geopolitical situation.
U.S. soybean stocks as of March 1st are estimated at 2 105 million of bushels, above expectations of 2 067 million, meaning a +10% vs 2025.
In the United States, soybean planting intentions are estimated at 84.7 million of acres, compared to 81.215 (millions of acres) in 2025. The market had expected 85.549 million.
The Trump administration has ordered the blending of a record amount of biofuels into fuels in 2026 and in 2027.
The U.S. president’s visit to China is scheduled for May 14 and 15.