Overview

• The American Soybean Association and local economists say China has made no purchase commitments for the new U.S. crop, leaving export sales at the weakest level since 2018–19.
• North Dakota growers, who previously sold roughly 70% of their soybeans to China, report falling prices and rising costs that heighten the risk of severe losses.
• President Trump publicly urged Beijing to “quickly quadruple” U.S. soybean orders, while a North Dakota State University economist called the disruption the most severe he has seen.
• CNBC reported that Trump signed a $65 billion farm aid package, though farmers and senators from the region signaled that additional, more targeted support may still be needed.
• New crush plants in Jamestown and Casselton are providing year-round local demand, yet diverted shipments to Southeast Asia often move through Gulf and East Coast ports, limiting relief for North Dakota producers.