Teucrium Soybean Fund

SOYB

Börsenwert 42,3 Mio. $

U.S.-China trade talks are putting tariff cuts, Chinese equities and U.S. soybean demand in focus ahead of the Sept. 24 summit.

For investors, there are many ways to play commodities, including exchange-traded funds keyed off agricultural commodities and food-related stocks.

CF Industries remains my preferred fertilizer equity, with a 9.8% gain and strong support from North American natural gas dynamics. I continue to hold CF, Nutrien, Intrepid Potash, SOYB, and DBA but view the DBA October $28 call as the highest risk due to imminent expiration. My thesis has evolved from an event-driven Hormuz disruption to a structural, intermediate-term view, emphasizing the impact of energy, shipping, and farmer economics on agriculture.

For much of the past year, global markets have absorbed geopolitical shocks with surprising resilience.

China's $17B annual U.S. crop pledge through 2028 could lift agricultural ETFs like TAGS as soybean, beef, and poultry exports set to rebound.

China has agreed to buy at least $17 billion of agricultural products annually through 2028, the US said after Donald Trump and Xi Jinping held a major summit in Beijing last week. Bloomberg's Stephen Engle has the details.

EXCLUSIVE: Cocoa is on course to rise by 15% after hitting its highest level in over three months this week, though prices are unlikely to return to levels seen in 2025, analysts say.

Just in time for the start of the growing season, the National Drought Mitigation Center's latest data says that 51% of U.S. states and Puerto Rico are in moderate drought or worse.

The sort of buying President Trump outlined from China seems “unlikely on many fronts, but neither can the possibility be ignored,” analyst says.

Soybean futures rose more than 2% after President Trump suggested China may buy an additional 8 million tons of soybeans from the U.S. this season.