China’s Commitment to U.S. Soybean Purchases
It appears that China has made significant purchases of U.S. soybeans, indicating a strong willingness to adhere to a recent trade agreement with the United States.
According to a recent article, the U.S.-China trade deal reached this month effectively ends the soybean import ban. As part of this agreement, China is set to buy 12 million tons of U.S. soybeans in the last two months of 2025, along with a commitment to import at least 25 million tons annually through 2028. This deal comes on the heels of a period when U.S. soybean exports to China plummeted to nearly zero for six months due to retaliatory tariffs.
I think now might be the best time to consider buying soybeans, especially when prices are lower. The market can shift quickly, after all. It’s also going to be easier to monitor China’s soybean demand with the USDA making their data available again. I find it reassuring that discussions are still ongoing between China and the U.S.
The daily, weekly, and monthly charts all seem to suggest that soybean prices could be on the rise.
In terms of trading strategies, one approach could be to sell three contracts of January 2026 soybeans at a price of 13.0 ($650). With that premium secured, it’s possible to purchase one March 2026 soybeans 1170 call for 38. Keep in mind that the January options will expire on December 26, 2025. Since the harvest period has concluded, it’s typical for soybean prices to increase around this time. However, given that I aim to sell options within 20 days, this strategy carries some risk, especially with the extended time frame. If you have questions about this strategy, feel free to reach out.
Wishing everyone a great day!


