Market Commentary 

What a week for the grain markets. Broad-based fund selling pressured prices this week as favorable weather, political uncertainty, soft export demand, and bearish technical signals all weighed on the trade.

Grain markets had a volatile but ultimately cautious week, as early strength tied to China trade headlines and geopolitical risk faded without follow-through buying, leading to softer sentiment by the close.

Good afternoon. Grain markets had a buy-the-rumor, sell-the-fact type of week. The markets had such optimism that the China summit was going to reveal a big new commitment to purchase U.S. soybeans and corn.

We started off this week with strong markets. Soybeans led the way higher as domestic crush numbers surged, causing some urgency to the 2026 planted bean acreage. This lead didn’t last, though, as we saw corn and bean planting progressing nicely.

It has been a big week of planting in my home area, as we have dodged most of the shower activity this week. Talking to folks, it seems there are several wrapping up or will be in the next few days, which is quite remarkable since our friends to the north really haven’...

Good afternoon. In last Friday’s Commitment of Traders report, we did see a bit of a pullback in corn ownership for the fund traders, but they continued their buying spree of soybeans.

This week, grain markets traded cautiously amid domestic and global pressures. Corn futures were mostly range-bound, pressured by higher fertilizer and fuel costs as well as expectations of slightly lower U.S. corn acreage for 2026, though ethanol policy support provided some sta...

Good afternoon. We can finally welcome everyone to spring. Thank goodness, we have made it. It was March Madness in the grain markets this week. The meltdown on Monday left everyone looking like a deer in headlights.

This was another big week for the grain markets. They continue to follow the energies as the conflict with Iran continues. The halt of shipping in the Strait of Hormuz is causing ripples to be felt everywhere. Nonetheless, this has provided a much-needed boost to grain prices and...

Farmers are beginning to wrap up bean harvest fairly quickly here. We are starting to see an increase in corn, and thankfully are still not seeing any VOM. I don’t think that we will see any as harvest progresses.