01/08/2026
Near-term supply looks fine, but if El Niño shows up later in 2026, Brazil’s next crop is the one place where real trouble could tighten global supply, according to Shawn Hackett of Hackett Financial Advisors.
If that risk materializes, soybeans may finally catch a weather problem in the next crop cycle. Soybean prices don’t need to explode to matter. Even modest strength can improve U.S. farm margins, restore confidence, and change behavior. What do you think?
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