It is hard to believe that September is less than a month away, quickly bringing the crop year to a close. With harvest not that far out, ag economists say it is time to take action on old crop supplies.
“We have to start thinking about selling the carry at harvest. We’ve got big carries in the corn market, big carries in the wheat market, and even big carries showing up in the soybean market. You know, the carry from November to July, the November contract, good grief, where is it? About $9.9 somewhere there today. 9.9 a bushel from November. It’s $0.60-plus higher out to July. That’ll cover your interest costs easily and throw something else in there,” said Ed Usset, with the University of Minnesota.
Usset looks back to earlier this year, saying February was likely the last rally for America’s staple crops, saying the typical spring or summer rally just never arrived.
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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Long-term demand uncertainty is reshaping specialty crop strategies as producers adapt to fewer, older consumers.
January 07, 2026 08:01 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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Roger McEowen with the Washburn University School of Law joined us to provide legal insight and context on these issues facing agriculture. Today, he discusses pesticide litigation.
January 06, 2026 01:39 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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