With the 90-day truce in place, the administration is pressing China to ramp up US soybean purchases, seeking quick wins for farm states. Futures spiked on optimism, but analysts caution logistics, prior contracts, and China’s diversified sourcing could cap gains. Food processors and shipping brokers are watching export bookings and Gulf loadings for confirmation. Any slippage could feed back into Midwest price volatility and farm credit conditions.


