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FUND LIQUIDATION PUSHES SOYBEANS SHARPLY LOWER

Soybeans were sharply lower on fund and technical selling. Harvest is moving forward and while there are minor delays and some yield concerns, it is early in the process. The USDA is already projecting a very tight supply, so any cuts to yield would have an impact on demand projections, with the next set of estimates out October 12th. Export demand has picked up a little steam, but the overall pace remains behind what’s needed to meet USDA projections. Last week’s big buyers were China and Japan. China’s General Administration of Customs says August soybean imports from Brazil were 9.09 million tons, a jump of 45% on the year and nearly all of the monthly total. Soybean meal and oil were lower, also seeing fund liquidation. Domestic crush margins remain bullish.

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Independent Seed, National Impact | On The Brink: Episode 9

Video: Independent Seed, National Impact | On The Brink: Episode 9

A survey of 200 independent seed businesses reveals what Canada's seed sector actually contributes — and what it stands to lose.

On the Brink, Justin Funk, a third-generation agri-marketer, shares the findings of a national survey conducted in early 2026. The numbers reframe the conversation: independent seed companies in Canada represent upwards of $1.7 billion in dedicated seed infrastructure, approximately 3,000 full-time equivalent jobs in rural communities, and an estimated $20 million in annual community contributions. And roughly 90% of Canada's cereals, pulses, and other small pollinated crops flow through them.

The survey also asked how dependent these businesses are on public plant breeding to survive. The answer was unambiguous. For policymakers evaluating the future of publicly funded breeding programs, Funk argues the economic case for this sector and the case for public plant breeding are the same argument.

On the Brink is a cross-country video series exploring the future of plant breeding in Canada. Each episode features voices from across the industry in an open, ongoing conversation about innovation and long-term investment in Canadian agriculture.