12/16/25 Beans Seeking Bullish Catalyst

12/16/2025 Click Above to Watch the Morning Market Talk Video Beans Seeking Bullish Catalyst Reco Day 1: Exit January soybean shorts at $10.63. Reminder: The deadline for producers to make sure 2025 acreage reporting at FSA is accurate for the upcoming Farmer Bridge Assistance program payments is Friday, Dec. 19 at 5 ET. On the Grains Soybeans took a breather overnight from the sharp selloff, as soymeal provided some support. But soy oil remains under pressure, which limits the upside for soybeans. Corn modestly favored the downside, while winter wheat markets continued their price slides. Speculative money continues to flow out of the soybean market. Funds built an aggressive long position during the government shutdown, which resulted in a near-record net long on Nov. 18 and have been actively liquidating longs since. A low in soybeans won’t come until funds decide to actively buy them again. While China continues to buy U.S. soybeans, funds front-run that and now need a new catalyst to turn them into buyers again. Given mostly favorable weather in Brazil and a record crop, a bullish catalyst is lacking. China Auctions More State-Owned Soybean Reserves China state stockpiler Sinograin reportedly sold 323,000 MT of imported soybean…