SOYB Teucrium Soybean Fund Loading... : Bullish and Bearish Analyst Opinions
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21:00
Sep 02
Sep 02
China soy dependence is fragile.
Brazil sends more than two-thirds of its soybean exports to China, and China gets about 70% of its soybean imports from Brazil. If China stopped buying, no other country has the same appetite, world soybean prices would collapse, and Brazil would face a major crisis.
MED
17:11
Aug 30
Aug 30
Grains breakout; buy dips.
Wheat, corn and soybeans have broken out decisively; even after two strong weeks, longer-term monthly charts show room for 30-40% higher in wheat if the breakout is real, though tactically he prefers buying dips after profit-taking.
HIGH
14:40
Aug 30
Aug 30
Brazilian farmers are not celebrating the upcoming record soybean crop as planting season is.
Brazilian farmers are not celebrating the upcoming record soybean crop as planting season is about to begin.
00:31
Aug 28
Aug 28
Long soybeans in heavy grain basket
Author discloses a large existing long position in Soybeans as part of a heavy overall grain basket, expressing strong conviction in the trade.
MED
18:36
Aug 26
Aug 26
Renewable fuel demand lifts soybean oil.
Soybean oil is performing very well because the percentage of soybean oil used in the renewable fuel standard mix increased, causing market participants to chase the move higher.
MED
23:15
Aug 25
Aug 25
US-Canada deal lifts farm exports.
Cruz argues the tariff threat should be used to open markets rather than keep tariffs high, and he expects a US-Canada deal to result in more American exports of beef, corn, soybeans, other goods, and American booze, supporting US farm commodity demand.
MED
21:48
Aug 25
Aug 25
Soybeans mentioned as trade beneficiary; no call.
Cruz discusses a possible US-Canada trade deal and says US farmers could export more soybeans, but this is policy/beneficiary context without an explicit buy, hold, or ownership call.
LOW
00:42
Aug 22
Aug 22
Tight soybean stocks; El Niño threatens supplies.
Despite record Brazilian soybean harvests and a 6.6% increase in US soybean acres, global soybean stocks are still projected to decline by nearly 1 million tons because rising crush capacity tied to biofuel initiatives is boosting demand. A potentially historic El Niño threatens the next South American crop, which could tighten global soybean supplies further.
HIGH
03:40
Aug 21
Aug 21
Agriculture and fertilizer bull continues.
The Bloomberg agriculture index is at its highest since May 2024. Peter sees the energy bull market spreading to agriculture, with high fertilizer prices forcing farmers to use less fertilizer, reducing soil nutrients and yields, and ultimately pushing crop prices higher. He cites $7 wheat, $5 corn and near $13 soybeans as levels that matter if they hold, and expects the fertilizer bull market to continue into next year.
HIGH
21:28
Aug 19
Aug 19
Soybeans need net South American loss
Soybean price impact is conditional: the market needs evidence of a net South American production loss, because losses in northern Brazil could be offset by stronger crops in Argentina or southern Brazil.
MED
06:53
Aug 16
Aug 16
Agricultural commodities are breaking out technically.
Agricultural commodities and softs, including wheat, corn, soybeans, cocoa, sugar, and coffee, are showing technical breakouts that could signal a new bull market.
MED
20:30
Aug 13
Aug 13
Soybeans and corn may rally too.
Patrick adds that the same bullish chart pattern seen in wheat is also present in soybeans and corn, suggesting the whole agricultural complex is setting up for potential food shortage concerns and bullish price action, which he wants to keep watching.
LOW
17:05
Aug 13
Aug 13
Supply risks could trigger agricultural short squeezes.
Speculators piled into short positions just before attacks on Russian grain infrastructure escalated supply risks, setting up a potential short-squeeze and bullish price action across the agricultural space.
HIGH
07:37
Aug 13
Aug 13
Supply shocks lift wheat, rice, soybeans.
Extreme heat, El Niño, and disruptions in the Strait of Hormuz, Red Sea, Black Sea and Panama Canal are reducing crop forecasts and pushing up commodity prices, especially wheat, rice and soybeans, with food-price transmission to consumers likely from October to December.
HIGH
16:01
Jul 10
Jul 10
USDA WASDE report shows corn ending stocks at 1.790 billion bushels.
USDA WASDE report shows corn ending stocks at 1.790 billion bushels, soybean stocks unchanged at 310 million, wheat stocks at 722 million, and cotton stocks at 4.10 billion bales.
16:01
Jul 10
Jul 10
USDA WASDE report shows lower corn ending stocks at 1.790 billion bushels while soybean stocks.
USDA WASDE report shows lower corn ending stocks at 1.790 billion bushels while soybean stocks held steady and cotton stocks increased from previous estimates.
16:36
Jul 09
Jul 09
Corn and soybean futures eased as improving US weather outlook pressured prices ahead.
Corn and soybean futures eased as improving US weather outlook pressured prices ahead of the monthly WASDE supply and demand report due Friday.
19:48
Jul 07
Jul 07
Soybeans likely to drop below $10.
U.S. soybeans are more expensive than Brazilian soybeans, Brazil just had a big harvest, and the U.S. planted more with ample rain. Prices are likely to fall back below $10 from the current $12 level as harvest approaches in September and October.
HIGH
12:24
Jun 24
Jun 24
Iran to buy US corn, wheat, soybeans
Iranian frozen funds will be released under U.S. Treasury oversight, and a very large percentage will be directed to purchase U.S. foodstuffs such as corn, wheat, and soybeans, creating incremental demand for these agricultural commodities.
HIGH
12:39
Jun 23
Jun 23
Unfrozen Iran assets buy US grains
If frozen Iranian assets are ever unfrozen, the deal mandates that the money be used to purchase American soy, corn, and wheat, directly boosting demand for those US agricultural commodities and benefiting American farmers.
HIGH
01:15
Jun 23
Jun 23
Sanctions lift boosts corn and soybeans
If Iran sanctions are lifted, the released funds will be used to buy food from US farmers, creating significant demand for US agricultural products, particularly corn and soybeans.
MED
16:00
Jun 11
Jun 11
USDA WASDE report shows corn ending stocks slightly above estimates while wheat and cotton.
USDA WASDE report shows corn ending stocks slightly above estimates while wheat and cotton stocks came in lower than expected.
09:26
May 28
May 28
Buy soybeans as price is inflating +0.7% and Hedgeye's proprietary signal framework confirms.
Buy soybeans as price is inflating +0.7% and Hedgeye's proprietary signal framework confirms bullish alignment on both the short-term TRADE and medium-term TREND durations simultaneously.
MED
18:47
May 27
May 27
Watch for deal-driven US soybean demand.
A new US-China agricultural deal with firm commitments could redirect a meaningful share of Chinese soybean demand from Brazil back to the US, tightening US ending stocks and supporting prices. However, traders should wait for confirmation via sustained buying in USDA weekly export inspection and sales reports rather than reacting to headlines, given the Phase 1 deal's failure to meet commitments.
MED
17:44
May 15
May 15
Long corn, wheat, soybeans on fertilizer.
Long corn, wheat, and soybeans as a direct agricultural commodity position. The thesis is driven by fertilizer stress (phosphate from the Strait of Hormuz), rising diesel costs, and potential China demand from a US-China trade deal. Prices have held above the March 2nd war-start low, and further upside is expected.
HIGH
16:45
May 15
May 15
Long soybeans on deal expectations.
Gary Shilling agrees that agricultural products, especially soybeans, are the most likely area for a US-China deal during Trump's meeting with Xi. He endorses being long agricultural commodities in anticipation of such an agreement.
MED
16:26
May 14
May 14
Soybean prices to spike.
Soybean prices will spike due to an expected El Niño weather pattern that historically leads to very high prices, suggesting China should accelerate purchases from the U.S.
MED
13:57
May 12
May 12
Author discloses an active, ongoing long position in soybeans via $SOYB.
Author discloses an active, ongoing long position in soybeans via $SOYB; no new catalyst stated but position is currently held with conviction.
MED
19:07
May 07
May 07
Corn and soybeans will fall with crude.
Corn and soybeans are at strong resistance levels (December corn around $5, soybeans around $12) with hedge funds holding long positions, but they are highly dependent on crude oil staying elevated. Since crude is likely to fall, corn and soybeans will auto-correlate downward, posing downside risk.
MED
20:58
Apr 20
Apr 20
Corn and soybeans bearish as peak.
Agricultural commodities like corn and soybeans are peaking and are set to decline, as part of a broader 'pump that's ready to dump' pattern predicated on the wealth effect in the US waning.
MED
About SOYB Analyst Coverage
Buzzberg tracks SOYB (Teucrium Soybean Fund) across 16 sources. 22 bullish vs 4 bearish calls from 28 analysts. Sentiment: predominantly bullish (44%). 41 total trade ideas tracked. Past 7 days: 2 bullish, 2 watch. Latest voices: Ricardo Geromel, Patrick Ceresna, Bloomberg.