Soybean price forecast 2025 from Rabobank cites supply-chain efficiency improvements in U.S. river logistics as mildly supportive of export competitiveness. Shipping costs remain a sensitive variable for international buyers. China’s reluctance to buy soybeans so far signals Beijing has the patience and capacity to wait — and highlights how the commodity has become a bargaining chip in broader trade talks. Crushers, pig farmers and feed producers have built up higher-than-usual inventories, and the country’s reserves provide an additional buffer. That pushes any urgency to scoop up US supplies to at least the first quarter of 2026, Bloomberg reported last month. For U.S. farmers, the best they may be able to hope for in the short term is government assistance to see them through tractor-loan payments and other high-dollar obligations. Trump reiterated the U.S.’s plan to use tariff revenue to fund farmer aid. “We’ve made so much money on Tariffs, that we are going to take a small portion of that money, and help our Farmers. I WILL NEVER LET OUR FARMERS DOWN!” Trump posted. U.S. Agriculture Secretary Brooke Rollins last week said $2 billion from an existing emergency-assistance program for growers would soon be disbursed. Still, the payments could be delayed by the funding stalemate between Democrats and Republicans that triggered the government shutdown. “The Democrats are blocking billions in disaster relief payments from reaching farmers – relief they voted for,” the USDA said by email in response to questions. “Senate Democrats shut down the government on the eve of one of the worst farm economies.” Iowa farmer Bruce Lantzky doesn’t like the idea of relying on government aid, but if all else fails, he’ll take it. “We’re obviously not going to turn anything down,” he said in an interview. “If we can make it work without it, great.” Want more news? Listen to today's daily briefing below or go here for more info: From a production standpoint, the surprise acreage cut more than offset any price impacts from the historic yield. The 2025 U.S. soybean crop was updated to 4.292 billion bushels, down a percentage point from the July forecast of 4.335 billion bushels. If realized, the 2025 U.S. soybean crop will drop from being the fifth largest on record to become the country’s sixth largest harvest in history. Weather derivatives market data reinforce bullish tones in soybean price forecast 2025, as traders hedge against late-season drought events in Iowa and Illinois.
