This week’s bullish WASDE report surprised farmers and shook markets.
They have now stabilized, but corn growers are still worried about the impact of such a large crop at harvest.
The acting Chief of USDA’s NASS crops branch says that these are the highest numbers in a decade.
According to Anthony Prillaman, “Now looking at the planted and harvested corn numbers graphically across the past ten years, you can see that this year’s planted total is the highest across this time series, and in fact, this is the second-highest planted area on record since 1936, only behind the amount planted in 2012. You can see how this year’s forecasted yield of 188.8 bushels compares to the previous years in trend. Now, as you can see, this is the third consecutive year of higher yields, and this year’s forecasted yield is above trend.”
Leading the way in production are the I states: Idaho, Illinois, Indiana, and Iowa. High yields are also expected in Minnesota, Missouri, and South Carolina.
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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As domestic production and blending slowed, export demand remained a clear bright spot.
January 11, 2026 12:00 PM
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Higher ethanol blend rates translate directly into stronger, more durable corn demand if regulatory momentum holds.
January 07, 2026 10:06 AM
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Strong export demand supports feed grain prices, but drought risk and seasonal patterns favor disciplined early-year marketing.
January 06, 2026 02:46 PM
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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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