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.
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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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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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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Farm CPA Paul Neiffer joined us on Thursday’s Market Day Report to discuss the implications for farmers.
October 30, 2025 02:37 PM
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Rich Nelson, a commodity broker for Allendale Inc., joins us to break down what the U.S.-China trade agreement means for the ag economy.
October 30, 2025 12:04 PM
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