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USDA Data Jolt U.S. Crops: Soybeans Jump on China Talk, Corn Exports Hit Four-Year High

Backlogged sales disclosures with fresh supply estimates reset traders’ view of U.S. balances.

Overview

  • Soybeans rallied 23 to 33 cents after wire reports pointed to at least 14 Chinese cargo purchases and NOPA confirmed a record October crush of 227.65 million bushels.
  • USDA export inspections showed 2.054 million metric tons of corn shipped for the week ended Nov. 13, the largest weekly total since April 2021, with marketing-year shipments up 73% year over year.
  • USDA cleared a backlog of large daily export sale announcements and posted corrections, including the cancellation of 100,000 metric tons from previously reported Chinese soybean purchases.
  • Wheat futures advanced as inspections tallied 246,533 metric tons for the week and season-to-date exports rose to 12.363 million metric tons, up 19.3% from a year earlier.
  • Cotton stayed soft after USDA lifted U.S. yield and production to 14.12 million bales and raised ending stocks by 700,000 bales.