The USDA is forecasting tighter U.S. corn ending stocks for 2025/26 due to increased exports. The supply/demand balance sheets for soybeans and wheat were unchanged.
Soybeans
USDA sees tighter U.S. corn stocks, soybeans and wheat unchanged
U.S. grains: Soybeans slide below $11 on demand doubts
U.S. soybean futures fell below $11 a bushel on Monday for the first time since October on uncertainty over whether China will buy as much U.S. supply as Washington expects and as South American crop weather favored large soy harvests that could begin in about a month, analysts said.
U.S. grains: Soy futures slide on China demand doubts
Soybean futures posted their first weekly loss in eight weeks at Friday’s close. Corn and wheat futures were also lower.
Ukraine increases rapeseed, soybeans processing as sunflower crop falls, analyst says
A sharp drop in the sunflower seed crop in 2025 combined with the introduction of export duties on oilseeds will lead to a surge in domestic processing of rapeseed and soybeans, the volume of which may exceed exports, said an analyst.
U.S. grains: Corn, soybeans higher in technical bounce; wheat firms
Chicago | Reuters – Chicago corn futures rose modestly on Thursday on chart-based buying, firm cash markets and reminders of brisk export demand for U.S. supplies, analysts said. Soybean and wheat futures followed the firm trend, shrugging off pressure from larger-than-expected estimates of Canada’s wheat and canola harvests. Chicago Board of Trade March corn futures
Record large Canadian wheat and canola crops: Statistics Canada
Canadian wheat and canola production in 2025/26 (Aug/Jul) surpassed early expectations to hit new record highs, according to updated survey-based estimates from Statistics Canada released Dec. 4.
U.S. grains: Corn, wheat ease after gains driven by Black Sea jitters
Chicago | Reuters – U.S. corn futures fell on Wednesday and wheat futures also dipped as fears eased about a military escalation in the Black Sea grain export region, analysts said. Soybeans declined on uncertainty about Chinese demand for U.S. supplies of the oilseed. Chicago Board of Trade March corn futures CH26 were down 6-1/2
CBOT Weekly: Watching for Chinese soybean purchases
As activity at the Chicago Board of Trade shifts into holiday mode through the New Year, independent analyst Terry Reilly pointed to three things to watch over the next few weeks.
Oils could shake up canola market
GRAIN MARKETS ANALYSIS DEC. 3: Soybean prices could spill over and break canola out of its sideways trend
INSIDE GRAIN MARKETS DEC. 3: U.S. soybean prices, if they go up, could spill over into canola market for Canadian farmers
More U.S. soybean shipments to China due to load through mid-December
Shipments of U.S. crops to China are accelerating after a tense tariff war had stalled trade for months, with at least six bulk cargo vessels scheduled to load with soybeans at Gulf Coast terminals through mid-December, according to a shipping schedule seen by Reuters on Tuesday.
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