Grain Markets and Other Stuff
@grainmarketsandotherstuff·35K subscribers·1.5K videos
US and China to Extend Truce - MORE Soybean and Sorghum Sales?
Posted
February 12, 2026
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16,556
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February 12, 2026
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🌏 Global Market Developments
Chinese media hinted that the U.S.–China trade truce may be extended, while officials confirmed discussions around a potential presidential visit. Optimism surrounding trade stability helped support soybean prices overnight, with futures probing fresh multi-month highs.
🚢 Demand & Trade Flows
China’s appetite for U.S. sorghum continues to generate buzz. Reports suggest strong buying interest tied to tight domestic feed supplies and lingering quality issues in China’s corn crop. Notably, China has still shown little interest in U.S. corn, keeping alternative grains in focus.
⛽ Biofuels & Energy Markets
Marine fuel demand is gaining attention as a potential growth engine for biofuels. With global shipping facing mounting emissions pressure, renewable diesel and ethanol are increasingly part of the debate. Industry participants continue to question how easily existing engines could adapt.
🏛 Policy & Regulatory Watch
Corn grower groups are pressing the Department of Justice for clarity on its fertilizer industry investigation. Producers argue that input costs and market concentration remain critical issues ahead of the next planting season.
📦 Supply, Production & Margins
Ethanol production rebounded last week while margins improved across key regions. Stocks also moved higher, reflecting shifting operating conditions and steady blending demand.
🌽 Export Activity
USDA announced another flash sale of corn to unknown destinations, reinforcing the strong pace of export commitments and ongoing demand beneath the market.
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