Corn farmers have felt the pinch of low prices, and with a record corn crop coming in, that situation is unlikely to change anytime soon.
Despite all the noise, grain analyst Darin Newsom says the corn market is steady as she goes.
“You know, there’s nothing outstanding in this market. If we look at both the Dec. March future spread, if we look at the Dec. July forward curve, all telling us you know we’ve got a neutral situation, not that much different from where we were this time last year, basis is relatively weak. All of these things are to be expected as we enter September, and again, with the large harvest coming at us.”
Newsom says he will be closely watching December corn in the weeks ahead. He says it tends to rally during September and October, but he is not expecting any big moves.
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Experts say flooding the zone with more money could have unintented consequences without opening new markets for planted crops and inputs under significant pressure.
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A permanent national E15 standard would boost corn demand, lower fuel costs, and provide a stable path for U.S. energy security.
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Stable U.S. fundamentals continue for major crops, but global adjustments in corn, soybeans, wheat, and cotton may influence early-2026 pricing.
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Corn and wheat exports continue to outperform last year, while soybeans show steady but subdued movement compared to 2024.
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Mold damage is tightening China’s corn supplies, supporting higher prices and creating potential demand for alternative feed grains in early 2026.
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