Brazil has emerged as a dominant force in global agriculture, especially in soybean production. Over the past decade, the country has expanded its soybean acreage by 42%, resulting in a 57% increase in production—mainly to meet China’s growing demand. This explosive growth has contributed to an oversupply of global commodities, creating new pressures and questions for agricultural markets. In this episode, Damian Mason is joined by Matthew Kruse, president of Commstock Investments, for a critical analysis of Brazil’s agricultural expansion, China’s strategic influence in South America, and the future implications for U.S. producers and global supply chains.