September 24, 2025
White River Nutrition Co-Founder & President Walter Cronin recently joined podcast hosts Kevin Van Trump and Todd Loechler to share his perspective on the U.S. and global soybean market.
The discussion explores how China’s unofficial embargo on U.S. soybeans is influencing soybean processing margins, shifting global trade flows, and sparking new investment decisions. Walter provides a broad perspective on how policy, biofuels demand, and global protein needs intersect, offering context that goes far beyond typical headlines.
Key Moments in the Conversation
- Minute 30 – Tumultuous markets created by the embargo
- Minute 33 – Chinese policy impacts on global consumers
- Minute 41 – Real risk for U.S. farmers marketing their crop
- Minute 54 – U.S. soybean meal exports as a bright spot
- Minute 58 – Drivers of continued U.S. soybean processing expansion
- Minute 1:00 – Biofuels policy and Trump Administration intentions
- Minute 1:04 – China’s food security risk-taking
- Minute 1:06 – Soybean futures prices in the midst of the embargo
- Minute 1:10 – Capital-raising environment for new U.S. processing capacity
- Minute 1:12 – North Platte, NE facility and investor confidence
- Minute 1:16 – Debunking the “mountain of soybean meal” fallacy and exploring global vegetable-protein demand