The global beans market is entering June 2025 under palpable supply pressure, particularly from China—a key global exporter—due to critically depleted trade and export inventories. Market discussions reveal that many Chinese exporters have temporarily halted quotations as available stocks dwindle, while those holding small inventories, especially of small-sized beans, are pushing prices higher. Domestic spot market activity is limited, with only sporadic deals reported and most participants waiting for the arrival of new crop supplies. This scarcity of circulating goods is setting a strong base for current price levels.

Compounding the situation, price data highlight incremental gains across various major bean varieties, especially those sourced from China. International FOB price offers from Beijing for Kidney and Mung beans have generally trended higher over the past week. Brazil and the UK, other significant bean origins, show modest price declines or stability but do not counteract the bullish undertone sweeping across Asian and global markets. Market positioning, cautious export flows, and weather uncertainty in top growing regions are all combining to create an environment where any additional production glitch or logistical hiccup could trigger sharper moves. With traders and exporters maintaining light inventories and watching global weather outlooks closely, the next few weeks will be pivotal for price discovery and new market trends.

📈 Beans Market Prices (as of 2025-06-04)

🌍 Supply & Demand Overview

• Chinese market: Severe shortage of bean stocks has led many exporters and traders to pause offers, awaiting new crop arrivals. Small, remaining stocks are priced at a premium.
• Export trends: Export flows from China are down sharply. International buyers are forced to look for alternatives but face limited options due to global supply tightness.
• Inventory levels: Both Chinese trade and export stocks are seriously insufficient—most are planning ahead for new crop arrivals after June/July.
• Other origins: While Brazil and the UK offer more stable prices, these sources are unable to offset tightness from China. Market participants globally are now focused on forward purchasing and strategic stockbuilding.

📊 Market Fundamentals & Drivers

• Supply: China’s ongoing supply shortage is the primary market driver. Scarcity of circulating beans supports current high prices.
• Demand: International demand remains steady to firm, as buyers seek to secure supplies ahead of any further disruptions.
• Speculative activity: With inventories low and prices trending up, speculative buying is likely adding support to market levels.
• External reports: Recent USDA and local Chinese reports have highlighted falling acreage and lower carry-in stocks for 2025 compared to previous seasons.

⛅ Weather & Crop Outlook

• China: Central and Northeast China have experienced below-normal rainfall in late May to early June, raising short-term drought concerns for newly sown beans. Forecasts call for improved precipitation over the next week, but risks to new crop emergence remain.
• Brazil: Bean harvests in southern Brazil continue with mostly favorable weather, but minor delays persist in northern states due to late rainfall. No major yield threats reported at present.
• UK & Europe: Moderate spring temperatures and consistent rainfall are supportive for UK bean development.

📦 Global Production & Ending Stocks (2024/25)

📌 Trading Outlook & Recommendations

• Buyers: Secure forward contracts for summer/off-season requirements given ongoing tightness in spot and export channels.
• Sellers/Exporters: Take advantage of firm pricing to lock in profitable sales but manage expectations for possible price normalization if new Chinese supplies arrive smoothly.
• Traders: Monitor Chinese weather and crop progress closely—any adverse updates may trigger further upside.
• All participants: Build contingency plans for heightened volatility into late June, especially if supply/demand imbalances remain unresolved.

📆 3-Day Regional Price Forecast