As the season rolls on, agronomists are keeping a close eye on conditions.
While corn has been holding steady for most of the season, soybeans are telling a different story.
So the soybeans, they’re truly a mixed bag, because you may be one guy who planted early May and has a beautiful crop. Being the guy who planted a week later had a hard time getting a stand. It was beat down. Just very, very variable right now,” said Bayer Technical Agronomist Zach Webb.
On the cotton side, the outlook remains tough. Webb says growers have struggled from start to finish.
“The guys who planted late April have got a phenomenal crop right now. It looks beautiful. But May, as you may remember, was very wet, and wet and cotton planting do not go together. So we got off to a rough start with cotton. But we’ve had a lot of heat, which cotton loves. We’ve had ample moisture, and I’m telling folks now cotton is starting to look like cotton again.”
Despite current conditions, Webb says the cotton crop is starting to make a turnaround. USDA’s latest acreage estimates show U.S. growers planted around 10.1 million acres of cotton this year, which is down 10 percent from 2024.
Larger grain stocks increase supply pressure, but strong fall disappearance — especially for corn and sorghum — suggests demand remains an important offset.
January 13, 2026 01:02 PM
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Record corn and sorghum crops boost feed grain supplies, while reduced soybean and cotton production tighten outlooks for oilseeds and fiber markets.
January 13, 2026 12:53 PM
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Lewis Williamson with HTS Commodities joined us to provide analysis on the January WASDE report and expectations for grain markets going forward.
January 13, 2026 12:34 PM
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Market reaction was bearish for corn and soybeans, with analysts noting that abundant supplies amid tepid demand could keep price pressure on agricultural commodities.
January 12, 2026 03:51 PM
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Traders are keeping a close eye on China’s soybean purchases as markets track export sales, shipments, and progress toward the ‘magical’ 12 million ton target promised last year.
January 12, 2026 11:57 AM
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China continues to buy U.S. soybeans toward its 12 MMT commitment, as analysts cite data gaps, delivery timing questions, and muted market reaction.
January 07, 2026 11:50 AM
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Corn export strength remains a key demand anchor, while China’s continued involvement in soybeans and sorghum bears close watching for price direction.
January 06, 2026 01:12 PM
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Strong crush demand and rising ethanol production are pressuring feedstocks, as traders monitor storage risks and supply chain uncertainty and await the upcoming January WASDE report.
January 06, 2026 01:04 PM
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Cotton demand depends on demonstrating performance and reliability buyers can rely on, not messaging alone.
January 05, 2026 02:41 PM
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