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Tidbits, Exports, Gas & Fuel, Bridge Payments, Soybeans Action 12/14/25

Tidbits


Trade talks: Trump's special trade representative, John Cole, who was in Minsk in recent days for trade talks with Belarus’ officials, announced yesterday that the U.S. is lifting sanctions on Belarusian potash. Belarus is the world’s third leading potash exporter behind Canada and Russia.  

 

Export sales: As we reported yesterday, on Friday morning, the USDA announced the sale of:

  • 132,000 mts of old crop soybeans to China

  • 93,895 mts of old crop soybean meal to Mexico

  • 10,433 mts of new crop soybean meal to Mexico

  • 250,000 mts of old crop corn to unknown

 

When the USDA announces an export sale that is not in an even thousand tons, such as the bean meal in yesterday’s announcement, such sales are most likely going to be delivered by train or possibly by barge to Mexico or Canada. For a comparison of various transportation costs of grain from the U.S. to Mexico, go to this link (there is the “Legend” in the lower right corner of the charts).

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