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.”
Ethanol output softened, but underlying supply-and-demand trends indicate stable longer-term use despite short-term volatility in blending and exports.
December 12, 2025 11:47 AM
·
Rising beef supplies and lower cattle prices, weaker hog markets, and softening dairy prices will shape producer margins heading into 2026.
December 11, 2025 01:32 PM
·
Experts say flooding the zone with more money could have unintented consequences without opening new markets for planted crops and inputs under significant pressure.
December 11, 2025 12:25 PM
·
A permanent national E15 standard would boost corn demand, lower fuel costs, and provide a stable path for U.S. energy security.
December 11, 2025 07:00 AM
·
Stable U.S. fundamentals continue for major crops, but global adjustments in corn, soybeans, wheat, and cotton may influence early-2026 pricing.
December 10, 2025 10:31 AM
·
Corn and wheat exports continue to outperform last year, while soybeans show steady but subdued movement compared to 2024.
December 09, 2025 12:14 PM
·
Mold damage is tightening China’s corn supplies, supporting higher prices and creating potential demand for alternative feed grains in early 2026.
December 09, 2025 07:00 AM
·
While this month’s WASDE report will not include updated figures on U.S. crop size, officials say it will offer a clearer picture of crop conditions in the Southern Hemisphere.
December 08, 2025 01:16 PM
·
Southern producers head into 2026 with thin margins, tighter credit, and rising agronomic risks despite scattered yield improvements.
December 08, 2025 12:04 PM
·