This was the previous thread:
USDA Grains 11-13-25
54 responses |
Started by metmike - Nov. 13, 2025, 3:59 p.m.
The USDA report today was a huge bearish shocker! Not sure what the USDA was thinking but it lines up with their many other past shockers that seem to defy reality, suggesting motives to create shockers to benefit their friends who are positioned before the release.
I have 0 solid proof of that. Just tons of repeated patterns of circumstantial evidence from somebody gifted in interpreting data.
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U.S. corn production comes in above expectations, soybean production lands slightly above.
U.S. corn stocks come in at the high end of expectations with the larger crop. Soybean stocks are higher on lower exports, and wheat stocks were also higher on lower use.
U.S. corn harvested area was raised significantly from September, pushing production over 17 billion bushels. That's up 4.5 million acres since the June acreage survey, which is completely unprecedented.
Dec. 1 U.S. corn stocks land above all trade estimates. Soybean stocks were very close to expectations and wheat was safely above.
U.S. farmers planted a few more winter wheat acres than the trade expected, but area is still slightly down from a year ago.
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U.S. corn harvested area comes in 1.3% above the September estimate on increases in both major and minor states. 91.26 million harvested corn acres is the highest since 1933.
2025 U.S. corn yield comes in at a record 186.5 bu/acre. Iowa and Illinois didn't do as well as previously expected, but plenty of other states, particularly Minnesota and North Dakota, notched very strong results.
U.S. corn harvested area comes in 1.3% above the September estimate on increases in both major and minor states. 91.26 million harvested corn acres is the highest since 1933.
2025 U.S. soybean yield ends up at a record 53 bu/acre. Nebraska was the highest yielding state at 65.5 bpa. Notable reductions in the I-states once again, but enough offset among the other producers to keep national yield unchanged from November.
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The end of the 2025 growing season was not nearly as harsh as the end of the 2024 growing season, so we should not have expected huge cuts, like the ones which shocked us a year ago.
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USDA January 10, 2025/grains
Started by metmike - Jan. 10, 2025, 11:38 a.m.
https://www.marketforum.com/forum/topic/109451/#109481
By metmike - Jan. 10, 2025, noon
EXTREMELY BULLISH!!!!!!!!
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However the amount of new crop that they suddenly discovered in January 2026 since the last report is a pretty bearish shocker.
