El informe de agosto del Departamento de Agricultura de los Estados Unidos (USDA) indicó que la cosecha norteamericana de soja debería quedar en 4,292 billones de bushels en 2025/26, equivalente a 116,8 millones de toneladas. El rendimiento fue indicado en 53,6 bushels por acre. En el informe anterior, las cifras eran de 4,335 billones (117,98 millones) y 52,5 bushels, respectivamente. El mercado esperaba una producción de 4,371 billones o
118,96 millones.
Los stocks finales están proyectados en 290 millones de bushels o 7,89 millones de toneladas, contra 310 millones del informe anterior 8,44 millones. El mercado apostaba a un carryover de 359 millones de bushels o 9,75 millones de toneladas. El USDA está trabajando con un esmagamiento de 2,540 billones de bushels y exportaciones de 1,705 billones. En julio, las cifras eran de 2,540 billones y 1,745 billones.
Para la temporada 2024/25, el USDA indicó stocks de paso de 330 millones de bushels, por debajo de la estimación del mercado de 344 millones. Las exportaciones están proyectadas en 1,875 billones y el esmagamiento en 2,430 billones de bushels.
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