Soybean Meal Trade at Crossroads? TWO REPORTS BUNDLE (January 2026)

Global Soybean Meal Trade Outlook – Two-Report Bundle (January 2026 Edition)

This product includes two in-depth Demetrica reports examining global soybean meal trade from recent performance through forward-looking outlooks. Together, they provide a comprehensive view of where the market has been, and where it may be heading next.

Included Reports

1. Rethinking Global Soybean Meal Trade 2025/26 + Bonus: First Look at the 2026/27 U.S. Soybean Meal Balance Sheet.

This report takes a critical look at USDA’s 2025/26 soybean meal projections and evaluates whether official assumptions fully capture current market dynamics. Using historical USDA forecasting behavior, global supply and demand trends, and evolving crush incentives, the analysis presents alternative scenarios for soybean meal production, exports, and imports. As a bonus, the report includes an early assessment of the 2026/27 U.S. soybean meal balance sheet, offering readers a valuable reference point ahead of upcoming USDA outlook releases.

2. Soybean Meal Trade at a Crossroads: Slowing - or Being Misread? Lessons from 2024/25 and a Reassessment of the 2025/26 Outlook.

This report reviews soybean meal trade in the 2024/25 marketing year and examines whether recent performance supports the notion of a slowing market. By analyzing exporter behavior, destination preferences, and trade flows, it provides context for current projections and reassesses the 2025/26 outlook. The report highlights where assumptions may diverge from observed market signals and discusses implications for global trade dynamics.

Why This Bundle Matters

Taken together, these two reports connect recent trade outcomes with forward-looking expectations, helping readers understand how current market behavior feeds into future projections. The analysis is particularly relevant as global crush capacity expands, biofuel policies continue to influence oilseed markets, and official outlooks set the tone for the next marketing year.

Who Should Read This

• Grain and oilseed traders

• Feed manufacturers and livestock integrators

• Soybean processors and exporters

• Market analysts and consultants

• Policy and risk management professionals

  
  

   

What You Receive

• Zip file with two downloadable PDF reports (8 pages + 11 pages of narrative and visuals)

• Proprietary analysis and alternative market scenarios

• Forward-looking insights ahead of upcoming USDA outlook forum