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Tidbits, India & Pakistan, Fertilizers in Brazil, China's PMI, FOB 9/1/25

Tidbits


Soybean crush: The USDA July soybean crush report will be issued tomorrow. It is expected to be up 7.2% from a year ago at 207.2 million bushels, the largest July crush on record and 5th largest of any month.

 

India-Pakistan: More than a million people in Pakistan have been displaced in the Punjab province as the worst flooding there in four decades caused havoc in hundreds of villages and submerged vital grains crops. Torrential monsoon rain and neighboring India's release of excess water from its dams swelled three rivers that flow into the eastern province flooding more than 1,400 villages. Punjab is a major producer of wheat, rice, and cotton.

 

There is also an adjacent Punjab province in India. Together, the area is called the Punjab Region and it is the richest crop producing soil in both countries. There have been multiple border wars fought for this region. Since the last border war in 1999, Pakistan controls 56% of the Punjab Region. There were border skirmishes earlier this year.  

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