Market analysts are closely watching the wheat markets as they have seen a rally in recent days. Some think weather is the main driver, but traders have other ideas.
Brian Hoops with Midwest Market Solutions tells us it all comes down to geopolitical pressure. He believes U.S. wheat could get more competitive globally if the war in Ukraine comes to a close.
“Because Russia has been taking wheat out of the Ukraine And other places and selling it on the world market at a very cheap rate. They’re just undercutting everyone in an effort to finance their war. In theory, if the war ends, there’s no reason to finance that war and no reason to take that wheat and dump it on the world market at cheap prices. Maybe this wheat market can recover off of that news.”
China is another area that traders are closely watching. This month’s WASDE report showed changes on balance sheets that could indicate trouble within the Chinese economy.
Stable U.S. fundamentals continue for major crops, but global adjustments in corn, soybeans, wheat, and cotton may influence early-2026 pricing.
December 10, 2025 10:31 AM
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Corn and wheat exports continue to outperform last year, while soybeans show steady but subdued movement compared to 2024.
December 09, 2025 12:14 PM
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While this month’s WASDE report will not include updated figures on U.S. crop size, officials say it will offer a clearer picture of crop conditions in the Southern Hemisphere.
December 08, 2025 01:16 PM
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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
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Corn exports remain strong, while soybeans and wheat shift week to week on river conditions and global demand.
November 25, 2025 02:51 PM
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Crop producers face tightening credit and lower incomes, while strong cattle markets continue to stabilize finances in livestock-heavy regions.
November 21, 2025 11:58 AM
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Bangladesh recently pledged to purchase 700,000 tons of U.S. wheat and has also become a new buyer of American soybeans.
November 20, 2025 12:53 PM
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Ethanol exports are expanding on strong demand from Canada and Europe, while DDGS shipments remain broad-based and supportive for feed markets.
November 20, 2025 11:12 AM
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Dalton Henry, with U.S. Wheat Associates, joined RFD-TV to provide insight on what the pending trade frameworks may mean for American wheat growers.
November 19, 2025 04:11 PM
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