COFCO’s $10B Brazil buys, EU export slippage, and Thailand’s zero-tariff corn window collide with a China soy glut—keeping prices choppy but underpinned by flow
COFCO’s $10B Brazil buys, EU export slippage, and Thailand’s zero-tariff corn window collide with a China soy glut—keeping prices choppy but underpinned by flow.
China lifts corn output to a record, EPA grants new refinery waivers, and Brazil’s soymeal exports surge—leaving grains volatile but underpinned by big supplies and active policy moves.
