Soybean price forecast 2025 the commodity market’s sentiment toward

The commodity market’s sentiment toward soybean price forecast 2025 is being shaped by reduced Chinese stockpiling, potentially pushing U.S. exports higher. Analysts from JPMorgan see the possibility of a demand-led rally into the second half of the year. ST. LOUIS, Mo. (Sept. 29, 2025) — Rural America is under mounting financial pressure as commodity prices for corn and soybeans have fallen 40-50% from recent highs, while production costs remain elevated. A recent National Corn Growers Association survey shows that nearly half of U.S. farmers believe the nation is on the brink of a farm crisis. 1 For many, 2025 marks the third consecutive year of negative profitability, threatening both food security and the stability of local economies. Between 2020 and 2022, the soybean market experienced a period of exceptional profitability. High global demand, tight soybean stocks, and favorable pricing created a surge in margins that incentivized producers across South America to aggressively expand their soybean farms. According to the Brazilian Company of Supply (CONAB), at the peak in 2021, Brazilian farmers experienced profitability levels that were three times the historical average, generating a surge in investments in Brazilian fields. Soybean price forecast 2025 models from leading agri-finance research groups indicate potential strength if El Niño impacts persist, reducing output in Brazil and Argentina. Traders are positioning via both options and forward contracts to hedge exposure.