Category: Corn

Weather Shock: Extreme heat near 40°C and persistent drought are stressing Argentine corn and soybean crops during critical early growth stages. Moisture Deficit: Southern Santa Fe and northern Buenos Aires require 70–80 mm of rain, with no significant precipitation expected until early February. High Planting Progress: With 93.1% of corn and 96.2% of soybeans already…

Bullish Black Sea corn: Argentine heat wave threatens corn yields, tightening global exportable supply and supporting Black Sea FOB prices. Weather risk premium: Limited rainfall before February increases crop stress during critical growth stages, encouraging risk hedging and higher basis levels. Cross-commodity support: Deteriorating sorghum and pasture conditions may shift demand toward imported feed grains.…

Prices Firming: Ukrainian feed corn values at Greater Odessa and Danube ports rose by 1–2 USD/t as supply remains tight. Supply-Demand Imbalance: Strong purchasing interest is outpacing available volumes, lifting bids despite geopolitical and competitive headwinds. Moderately Bullish Tone: Traders show cautious optimism, with opportunities emerging in the price spread between Odessa and Danube ports.…

Accelerated planting: Brazil’s safrinha corn planting has reached 4.7% of planned area, more than double last year’s 2.2% pace. Higher output outlook: 2025/26 Brazilian corn production forecast raised to 136.6 million tonnes, adding 0.6 million tonnes to expected global supply. Export competition: Larger Brazilian supplies in mid-2025 could weigh on Black Sea corn export premiums…

Domestic rally: Ukrainian feed corn prices climbed 100–300 UAH/t to 8,500–10,000 UAH/t CPT on tight farmer selling and strong buyer interest. Export support: Port prices held firm at 203–210 USD/t CPT-port, underpinned by continued strength in the international market. Bullish structure: Limited supply, robust domestic demand, and stable export values create a constructive, bullish outlook…

Strategic acreage shift: Kazakhstan plans to expand corn sowings by 45,000 ha across three northern grain regions to feed new processing plants. Processing-led demand: Fufeng Group’s deep processing facility and Kazkrakhmal LLC’s starch syrup plant are driving the need for additional domestic corn supply. Chinese technical support: Chinese firms will provide adapted seed varieties and…

Forecast Raised: Argentina’s 2025/26 corn crop is now projected at 57.9 million tonnes, up 6% year-on-year. Weather Risk: A 50–70 mm rainfall deficit and persistent hot, dry conditions threaten late-planted corn yields. Global Supply: Higher Argentine output slightly increases global corn supply pressure, weighing on prices. Black Sea Competition: Larger Argentine exports in early 2026…

Bullish: Ukrainian feed corn prices climbed by 100–300 UAH/t over the past week, supported by strong domestic and export demand and limited farmer selling. Bullish: Southern region prices reached 10,000 UAH/t CPT, reflecting premiums linked to export corridor access and firm international corn markets. Bullish: Tight on-farm supplies and aligned domestic/export trends suggest upward price…

Key Takeaways Corn harvest in Ukraine has reached 28.914 million tonnes (92% of forecast), with limited upside to final volumes. Weekly harvesting pace has slowed sharply, signaling the campaign is effectively in its final stage. Average corn yield stands at 71.7 centners/ha across 4.033 million ha, supporting stable export availability. Total grain and legume production…

Corn Surge: Russian corn exports to China jumped 2.9x in 2025 to a record 444,000 tons worth $107.6 million, signaling stronger Russian presence in Asian feed markets. Wheat Collapse: Wheat shipments to China plunged 5.7-fold to 60,600 tons, their lowest level since 2022, highlighting shifting Chinese demand or stronger competition from other origins. Mixed Grains:…