Geopolitics Alpha

Soybean Fall on Monday, as Beans Left Off the Tariff Exemption List

Published . Updated .

Soybeans rounded out the bloody Monday session with contracts down 17 to 30 ¾ cents across the board. The cmdtyView national average Cash Bean price was down 29 1/2 cents at $12.32. Soymeal futures were down $3.60 to $12.20, with Soy Oil slipping just 10 to 21 points. Following last...

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron

    Oil producers move when sanctioned barrels leave the market

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • SLB SLB

    Oilfield work in sanctioned regions can be cut off

  • GLD SPDR Gold Shares

    Gold is a usual haven when a conflict or sanction escalates

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • SPY SPDR S&P 500

    The broad market moves when a major sanction lands

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLE———————
USO———————
XOM———————
CVX———————
AAPL———————
NKE———————
SLB———————
GLD———————
LMT———————
SPY———————

Soybeans rounded out the bloody Monday session with contracts down 17 to 30 ¾ cents across the board. The cmdtyView national average Cash Bean price was down 29 1/2 cents at $12.32. Soymeal futures were down $3.60 to $12.20, with Soy Oil s…

Source: Nasdaq Markets

How far American Airlines Group (AAL) has moved since 29 Sep 2026

Since the first closing price after “Soybean Fall on Monday, as Beans Left Off the Tariff Exemption List,” American Airlines Group (AAL) is -12.75%. The S&P 500 fund (SPY) is +0.56% over the same days, a -13.31% difference versus the market.

AAL
SPY

Filings that name American Airlines Group (AAL) around 29 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around American Airlines Group (AAL)

Companies tied to this story

  • AAL American Airlines Group

    American Airlines Group (AAL) is linked, with no stored direction, medium confidence in the 29 Sep 2026 story “Soybean Fall on Monday, as Beans Left Off the Tariff Exemption List.” Reason on file: GA selected AAL as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BRUN Boost Run

    Boost Run (BRUN) is linked, with no stored direction, medium confidence in the 29 Sep 2026 story “Soybean Fall on Monday, as Beans Left Off the Tariff Exemption List.” Reason on file: GA selected BRUN as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CDLX Cardlytics

    In “Soybean Fall on Monday, as Beans Left Off the Tariff Exemption List,” Cardlytics (CDLX) is linked, with no stored direction, medium confidence. Reason on file: GA selected CDLX as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • COST Costco Wholesale Corp /New

    In “Soybean Fall on Monday, as Beans Left Off the Tariff Exemption List,” Costco Wholesale Corp /New (COST) is linked, with no stored direction, medium confidence. Reason on file: GA selected COST as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CSIQ Canadian Solar

    For “Soybean Fall on Monday, as Beans Left Off the Tariff Exemption List,” Canadian Solar (CSIQ) is linked, with no stored direction, medium confidence. Reason on file: GA selected CSIQ as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CTRI Centuri Holdings

    In “Soybean Fall on Monday, as Beans Left Off the Tariff Exemption List,” Centuri Holdings (CTRI) is linked, with no stored direction, medium confidence. Reason on file: GA selected CTRI as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

American Airlines Group (AAL)

“Soybean Fall on Monday, as Beans Left Off the Tariff Exemption List” (29 Sep 2026) reaches American Airlines Group (AAL) through this story.

The link for American Airlines Group (AAL) is this: GA selected AAL as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Boost Run (BRUN) is here too. Its reason reads: GA selected BRUN as a RELATED security because its curated list / industry / sector context matches this event (curated-list=list). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for American Airlines Group (AAL)

AAL traded between 11.64 and 14.05 across 20 sessions. The latest close on file is 11.67. BRUN traded between 8.58 and 17.97 across 20 sessions. The latest close on file is 8.77. CDLX traded between 1.83 and 3.66 across 20 sessions. The latest close on file is 1.83.

What the saved facts support for American Airlines Group (AAL)

46 out of 100

“Soybean Fall on Monday, as Beans Left Off the Tariff Exemption List” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.