Analysts will be watching corn yields when the August WASDE report drops today. Early signs show USDA is poised to raise its average yield estimate, which could send markets reacting fast.
Our friend Oliver Sloup with Blue Line Futures explains why he will be watching this area.
“The average yield estimate is going to be the big headline number that we’re looking at for corn that comes in at 184.3, well above where the USDA was last month at 181. So I suspect that we’ll probably trade that WASDE report there for maybe an hour or so. We’ll talk about the headline risk, and then I think a lot of the attention is going to turn towards the crop tour that starts next week as well, which will be on and will be starting on the eastern leg. So it’ll be good to get some boots on the ground, really across the whole corn belt to kind of get a better idea of what’s actually out there. We’ve heard of some potential pollination issues, you know, how widespread is that? Still to be determined. So, again, it’s going to be good to get out there in the field and see for ourselves.”
Despite tariffs having a less significant impact on exports, corn producers struggle with tariff-related increases on inputs, which complicates their bottom line.
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Jack Daniel’s will end its Cow Feeder Program, which served around 100 livestock operations near the distillery, and redirect spent grains to its anaerobic digester.
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Dave Kestel, a farmer from Will County and member of the Illinois Farm Bureau, joins us to share a boots-on-the-ground update on the 2025 corn harvest.
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American Coalition for Ethanol’s Ron Lamberty shares the significance of California’s approval, opening up the country’s largest gasoline market to a cleaner-burning, often lower-cost fuel option.
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Treasury Secretary Scott Bessent stated this week that the government will intervene to help, following China’s withdrawal from the U.S. soybean market. One trader says the industry will remain in a holding pattern until Tuesday.
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University of Illinois Ag Economist Gary Schnitker says early projections indicate soybeans will be more profitable than corn in 2026.
October 03, 2025 11:53 AM
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