Tidbits, NOPA Crush, Crop Conditions & Planting, ENSO, Export Inspections 9/16/25
- Wright team
- Sep 16, 2025
- 4 min read
Tidbits
NOPA crush for August was expected to be 182.857 million bushels; actual was 189.810 million bushels, a 20% increase from a year ago. Better yet, soy oil stocks were 53 million pounds less than expected at 1.245 billion pounds.
Flash sale: Yesterday morning, the USDA announced the sale of 148.971 mts of 2025 corn to unknown.
China: President Trump said yesterday he would be speaking to Chinese President Xi this Friday.
Poland’s closed border with Belarus has frozen the €25 billion China–EU rail freight corridor; 90% of all rail traffic between China & Europe runs through Poland.
The U.S. and China have agreed to a "framework" deal for TikTok, according to Treasury Secretary Bessent. President Trump said a trade meeting between the U.S. and China in Madrid, Spain has gone "very well" and that a deal has been reached on a "certain" company that young people in the U.S. wanted to save.
The USDA is evaluating whether autumn aid is needed for U.S. farmers amid trade disputes and record-high yields, as inflation, low crop prices, and rising fertilizer and seed costs weigh on the farm economy. Secretary Brooke Rollins said the department is working with Congress and monitoring markets daily to determine any additional fall relief, noting billions in soybean sales have been lost to China due to stalled trade talks and that a forecasted record corn crop could further pressure prices, while the USDA is reviewing fertilizer markets to ensure fair treatment of input suppliers and potential relief options.
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