8 weeks into #soybeans oil's 2024/25 mkting year we have sold 146% of USDA's current full-year export estimate As much as I'd like to scream how bullish it is, at this point we are moving demand from the left pocket (biofuels) to the right (exports) amid the 40A/45Z confusion https://t.co/DxhKa8YJa3.