China’s Mold-Hit Corn Crop Tightens Domestic Grain Supplies

Mold damage is tightening China’s corn supplies, supporting higher prices and creating potential demand for alternative feed grains in early 2026.

NASHVILLE, Tenn. (RFD-TV) — China’s corn market is tightening as widespread mold damage reshapes supplies following what was expected to be a record 2025 harvest. Retired USDA economist Dr. Fred Gale reports that continuous heavy rains on the North China Plain left large areas unharvestable and caused mold or sprouting in grain brought off the fields — sharply reducing the usable feed quality of corn.

Early signs of tightness appeared in heavily affected provinces such as Shandong, where prices failed to decline after harvest, and some reports estimate that up to 70 percent of market-offered corn is too wet or damaged for feed. Meanwhile, northeastern provinces like Jilin and Heilongjiang harvested high-quality crops, but rail constraints and snowfall slowed movement into deficit regions.

For feed mills, deteriorating corn quality has spurred purchases of local wheat and higher-grade northeastern corn, and early inquiries into imported barley and sorghum, as they attempt to maintain rations amid a weakening livestock cycle. Southern feed users remain cautious and are keeping inventories light.

Regionally, China’s limited 2025 feed-grain imports — down roughly 90 percent year over year — reflect ongoing controls following last year’s abrupt halt in imports. Russia has become the most consistent supplier, while U.S. corn shipments remain minimal despite strong global demand.

Looking ahead, Dr. Gale notes uncertainty over whether low imports represent a new baseline or whether China will return to the 40–50 million metric tons of feed-grain imports seen from 2021 to 2024.

Farm-Level Takeaway: Mold damage is tightening China’s corn supplies, supporting higher prices and creating potential demand for alternative feed grains in early 2026.
Tony St. James, RFD-TV Markets Specialist
Related Stories
Vive’s Art Graves shared insights on the new PHO-BUS F-C 360 foliar fungicide, its advantages for Canadian growers, early performance results, and the company’s ongoing commitment to advanced crop protection solutions.
Kentucky Firefighters Jonathan and Lonny Epley and Extension Agent Leann Martin tell us about a new portable grain bin rescue tool, and its potential to enhance safety for farmers and first responders nationwide.
China’s stricter inspection rules prompt Cargill to pause soybean exports from Brazil, briefly lifting U.S. soybean prices as traders anticipate potential shifts in global trade, as export demand remains supportive across all major U.S. commodities.
Suderman joins Tony St. James in the RFD Studios to discuss how geopolitical tensions are triggering global transport disruptions, new inflation pressures, and other challenges for agriculture to navigate.
Severe drought in South Texas is forcing ranchers to consider cattle sell-offs as feed and water supplies dwindle, threatening herd health and livestock operations.
Farm Bureau economist Dr. Faith Parum explains how geopolitical dynamics in the Middle East could further tighten fertilizer movement, increase fuel costs, and complicate planting decisions for U.S. farmers this spring.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

Strong land values continue masking tighter farm finances.
Tight supplies continue supporting strong cull values.
Farm CPA Paul Nieffer explains the Farmer Bridge Assistance payment limits, provides clarity on new legislation, and offers advice for producers considering business structure adjustments.
Dr. David Anderson with Texas A&M University AgriLife Extension discusses how geopolitical tensions and the Middle East, along with export disruptions in the Chinese market, will shape cattle markets in the months ahead.
Refining shifts could influence fuel and input costs.
Energy shifts influence diesel and fertilizer costs.