NASHVILLE, Tenn. (RFD-TV) — A massive U.S. corn harvest is colliding with only incremental demand gains, keeping prices heavy into winter.
In an analysis for Mississippi State University, Will Maples noted that the US Department of Agriculture (USDA) September projection of 16.8 billion bushels—nearly 1.5 billion above the 2023 record—would hold even if yields are trimmed post-harvest.
Most use sits in three bins: feed, ethanol, and exports
Feed demand is pegged near 6.1 billion bushels, the highest since at least 2000, supported by lower prices and rising grain-consuming animal units (100.8 in 2025 vs. 99.9 last year). Ethanol grind is projected around 5.6 billion bushels (up from 5.4), with year-round E15 still a potential kicker.
Exports are the standout
Sales are tracking toward a record 3.0 billion bushels, led by Mexico, Japan, and Colombia—despite China’s absence since 2023/24 and a pause in weekly updates during the shutdown-scrapped October WASDE. Maples’ bottom line: strong use won’t outrun record supply, so price relief rests on final production and disciplined marketing.
Farm-Level Takeaway: Set targets and use forwards, futures, or options to manage downside while preserving room for rallies.
Tony St. James, RFD-TV Markets Expert
Tight cattle supplies continue to drive lower beef output despite heavier weights.
December 04, 2025 05:00 AM
·
Weaker U.S. dairy prices come as value-added exports expand and ingredient inventories tighten, creating mixed market signals for producers.
December 03, 2025 06:52 PM
·
WTO gauges point to agricultural raw materials trade growing more slowly than overall goods, reinforcing the need to manage export risk and monitor policy shifts closely.
December 03, 2025 03:46 PM
·
Improved export prospects and higher crop prices strengthened future expectations despite continued caution about spending.
December 03, 2025 01:52 PM
·
While the agriculture industry hoped details on proposed “bridge” payments for farmers would be released this week, Ag Secretary Brook Rollins said the USDA is still working with the White House on the finer points.
December 03, 2025 01:36 PM
·
China’s renewed purchases signal improving sorghum demand at a time when export markets are otherwise uneven. Meanwhile, agriculture groups across the U.S, Canada, and Mexico want to protect close trade relations.
December 03, 2025 11:51 AM
·
The Environmental Protection Agency confirms that new single-fluorinated pesticides are not PFAS and remain fully compliant with current safety standards.
December 03, 2025 11:00 AM
·
Strong demand supports sweet potatoes, but grading challenges and rising costs weigh on returns for Southeastern growers.
December 02, 2025 06:17 AM
·
Pressure on grain storage capacity and stronger export positioning are pushing more grain onto railroads, highways, and river systems as logistics become a key bottleneck this fall.
December 01, 2025 05:09 PM
·
