NASHVILLE, Tenn. (RFD-TV) — There is a whole lot of corn on hand right now, and the markets are eager to see the next World Agricultural Supply and Demand Estimate (WASDE). The upcoming U.S. Department of Agriculture (USDA) report will provide an update on yield data, which the latest reportdid not address.
Economist Naomi Blohm said traders hope for a downward revision, which would be good news for growers.
“If this corn yield number in the United States goes down in January, if there’s this weather issue in South America this winter, and if the USDA brings that yield number down, we’ve got reasons for corn futures to be able to really easily climb over $4.50,” Blohm explained. “And maybe head up towards the $5 area, which would be very welcomed for so many producers.”
Despite ample corn supplies on hand, Blohm said domestic demand has been strong, especially for ethanol. She estimated that one-third of U.S. corn supplies go to that sector, totaling about 5.5 billion bushels.
Record output, larger stocks, and softer exports point to a well-supplied domestic ethanol market as harvest progresses.
November 06, 2025 10:53 AM
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U.S. sugar producers and processors should brace for price pressure and challenging export logistics with global sugar supply ramping up — driven by Brazil, India, and Thailand — especially at the raw processing level.
November 05, 2025 01:02 PM
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David Klein with the American Society of Farm Managers and Rural Appraisers (ASFMRA) shares an end-of-harvest update and a peek at the farmland market in Central Illinois.
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A strong corn export pull is supportive of bids; soybeans need steady vessel programs or fresh sales to firm cash.
November 04, 2025 10:47 AM
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The WASDE/Crop Production combo will be the first full read on supply, demand, and yield that could move basis and hedging plans since the government shutdown more than a month ago.
November 03, 2025 09:34 AM
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A rescheduled WASDE, China’s soybean squeeze, barge bottlenecks, and premium beef demand all collide this week — with cash decisions, basis, and risk plans on the line.
November 03, 2025 09:23 AM
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China’s grain expansion model may be hitting its limit. Lower prices, high rents, and policy fatigue threaten future output — with ripple effects across global feed and oilseed markets.
November 02, 2025 05:06 AM
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High milk production and soft retail demand are squeezing prices and margins — making careful feed and risk management essential through year-end.
November 01, 2025 06:54 AM
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Market analyst and friend of the show, Shawn Hackett, says Brazil’s shifting use of crops for biofuel production is a significant factor.
October 31, 2025 01:17 PM
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