NASHVILLE, Tenn. (RFD-TV) — Global coarse grain production for the 2025–26 marketing year is projected slightly lower, but strong U.S. corn exports are providing a key source of support for domestic markets. USDA estimates global coarse grain output at 1.576 billion metric tons, trimmed on weaker corn production in Ukraine, Nigeria, and Canada, partially offset by higher global barley production.
For U.S. corn producers, the most significant adjustment is on the demand side. USDA raised its 2025–26 corn export forecast by 125 million bushels to 3.2 billion, citing robust foreign demand and a historically fast shipping pace early in the marketing year. First-quarter corn exports are now expected to approach 800 million bushels — nearly double the typical seasonal average and the strongest Q1 pace on record.
Reduced Black Sea supplies, logistical challenges, and slower-than-expected shipments from Argentina have constrained export competitiveness. Together, those factors have shifted global buyers toward U.S. corn.
Domestic corn supply projections remain unchanged ahead of final harvest updates, and the season-average farm price is held at $4.00 per bushel.
Farm-Level Takeaway: Record pace corn exports are helping stabilize prices despite softer global grain production and ongoing supply competition.
Tony St. James, RFD-TV Markets Specialist
Brian Earnest, an animal protein economist with CoBank, shares insights into current demand trends and the challenges facing broiler production.
January 22, 2026 06:34 PM
·
Decoupled base acres may amplify income inequality and distort planting decisions as farm program payments increase.
January 22, 2026 12:56 PM
·
From tariff talks in Europe to SCOTUS uncertainty and rising farm losses, analysts say policy and global supply will shape grain markets in the year ahead.
January 22, 2026 12:40 PM
·
Large Brazilian crops heighten downside price risk if the weather allows production to reach projected levels.
January 22, 2026 12:38 PM
·
Ethanol and corn groups are not hiding their disappointment over new reports that the bill to allow year-round E15 sales failed as Congress forges ahead on government funding, with another shutdown looming.
January 22, 2026 11:24 AM
·
Analysts say a Supreme Court decision on tariffs could reshape protein markets, strain U.S.-China trade, and force farmers to rethink global demand strategies.
January 21, 2026 12:03 PM
·
President Donald Trump speaks at the World Economic Forum in Davos, addressing SNAP spending, tariff threats against Europe, market reactions, and the upcoming USMCA review.
January 21, 2026 11:50 AM
·
Corn and wheat exports remain a demand bright spot, while soybeans are transitioning into a more typical late-winter shipping slowdown.
January 21, 2026 10:36 AM
·
Despite rising costs and growing food insecurity, meat demand remained strong in 2025 as higher-income consumers offset cutbacks elsewhere. Economists break down the K-shaped economy, upcoming USDA cattle reports, livestock production outlooks, and renewed debate over beef imports and country-of-origin labeling heading into 2026.
January 20, 2026 02:47 PM
·