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.
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
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From rising trade tensions in Europe to a pending Supreme Court decision on tariffs and shifting demand from China, global trade policy spearheaded by President Donald Trump continues to shape the outlook for U.S. agriculture—adding uncertainty as farmers navigate another volatile year.
January 20, 2026 01:14 PM
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Larger grain stocks increase supply pressure, but strong fall disappearance — especially for corn and sorghum — suggests demand remains an important offset.
January 13, 2026 01:02 PM
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Lewis Williamson with HTS Commodities joined us to provide analysis on the January WASDE report and expectations for grain markets going forward.
January 13, 2026 12:34 PM
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Market reaction was bearish for corn and soybeans, with analysts noting that abundant supplies amid tepid demand could keep price pressure on agricultural commodities.
January 12, 2026 03:51 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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