China’s beans market is currently characterized by a delicate balance between supply and demand, resulting in mostly stable prices with localized minor discounts. Market feedback indicates that black bean fundamentals remain largely unchanged, with only slight price variances depending on sellers’ willingness to move inventory. Both farmers and traders are holding limited stocks, focusing on gradual inventory digestion rather than aggressive selling.
Meanwhile, demand for commodity-grade beans is tepid, and transactions are generally settled at prevailing market rates through negotiation. This cautious market mood reflects broader trends in the global beans sector, where tight inventories and modest demand are keeping volatility low. As a result, price movements are subtle, and the market sentiment is neutral to slightly bearish for some varieties, especially as buyers and sellers remain on the sidelines awaiting clearer signals from both weather developments and international market cues.
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Mung beans
organic
99.5%
FOB 1.47 €/kg
(from CN)
Mung beans
3.8 mm up
99.5%
FOB 1.38 €/kg
(from CN)
Kidney beans
small, black, organic
99.5%
FOB 1.50 €/kg
(from CN)
📈 Prices
| Product | Type | Origin | Location | Price (USD/kg) | Previous Price | Weekly Change | Sentiment |
|---|---|---|---|---|---|---|---|
| Mung beans | Organic | CN | Beijing | 1.47 | 1.45 | +0.02 | Neutral/Bullish |
| Mung beans | 3.8 mm up | CN | Beijing | 1.38 | 1.36 | +0.02 | Neutral |
| Kidney beans | Small, black, organic | CN | Beijing | 1.50 | 1.53 | -0.03 | Slightly Bearish |
| Kidney beans | Large, white, organic | CN | Beijing | 3.39 | 3.42 | -0.03 | Slightly Bearish |
| Kidney beans | Large white | CN | Beijing | 3.30 | 3.34 | -0.04 | Slightly Bearish |
| Kidney beans | Dark red, organic | CN | Beijing | 2.45 | 2.45 | 0.00 | Stable |
| Kidney beans | Dark red | CN | Beijing | 2.32 | 2.30 | +0.02 | Neutral |
| Kidney beans | Black | CN | Beijing | 1.45 | 1.47 | -0.02 | Slightly Bearish |
| Kidney beans | Dark red | BR | Brasília | 1.47 | 1.46 | +0.01 | Neutral |
| Kidney beans | Brown eye | BR | Brasília | 1.41 | 1.40 | +0.01 | Neutral |
| Kidney beans | White | GB | London | 1.40 | 1.39 | +0.01 | Neutral |
🌍 Supply & Demand
- China: Farmer-held stocks are minimal, and trader inventories are low. The market is focused on inventory digestion rather than new sales.
- Demand for commodity beans remains slow, with both producers and buyers taking a wait-and-see approach.
- Localized price differences are mainly driven by sellers’ urgency to move stock, not by major shifts in fundamentals.
- Global: Brazil and the UK show stable to slightly firmer prices, indicating moderate international demand but no acute supply shortages.
📊 Fundamentals
- Recent feedback shows little change in the supply-demand structure for black beans in China.
- Small price concessions are observed in some regions, but overall market tone remains steady.
- Internationally, bean prices are holding steady with minor week-on-week adjustments, reflecting balanced trade flows.
- Speculative activity is low, and there are no major new policy or trade shocks affecting the market.
☀️ Weather Outlook
- Northeast China (key beans region): Recent weather has been seasonally normal, with adequate rainfall supporting crop development.
- Short-term forecast (next 7 days): Mild temperatures and scattered showers are expected, which should maintain favorable conditions for bean growth and not disrupt harvest or logistics.
- Brazil: Weather is stable, supporting the current harvest and export activity.
🌐 Global Production & Stocks
| Country | 2024/25 Est. Production (kt) | 2024/25 Stocks (kt) | Key Notes |
|---|---|---|---|
| China | ~1,200 | Low | Stocks mostly in traders’ hands; farmer stocks minimal |
| Brazil | ~1,000 | Moderate | Harvest ongoing, stable exports |
| UK | ~150 | Stable | Limited export activity |
📌 Market Drivers
- China’s tight on-farm stocks and slow demand are the main market anchors.
- Stable weather in major producing regions supports supply outlook.
- No significant new export or import policy changes reported.
- USDA and local crop forecasts indicate no major shocks expected in the near term.
📆 Trading Outlook & Recommendations
- For Sellers: Hold positions if possible; limited supply and slow demand mean little incentive to discount aggressively.
- For Buyers: Monitor for localized discounts but expect limited room for significant price drops.
- For Traders: Focus on arbitrage opportunities between regions with minor price differences.
- Watch for any weather disruptions in Northeast China or Brazil, as these could quickly change the supply picture.
- Maintain close contact with suppliers and monitor inventory levels for signs of tightening or easing.
🔮 3-Day Regional Price Forecast
| Region/Exchange | Product | Current Price (USD/kg) | 3-Day Forecast | Sentiment |
|---|---|---|---|---|
| Beijing (FOB) | Mung beans (organic) | 1.47 | 1.46 – 1.48 | Stable |
| Beijing (FOB) | Kidney beans (black) | 1.45 | 1.44 – 1.46 | Slightly Bearish |
| Brasília (FOB) | Kidney beans (dark red) | 1.47 | 1.46 – 1.48 | Stable |
| London (FOB) | Kidney beans (white) | 1.40 | 1.39 – 1.41 | Stable |
