🇧🇷🇨🇳The first ever cargo of Brazilian DDGs (byproduct of corn-based ethanol production) will ship to China next week, some 62,000 tons.
Vietnam & Turkey are among top destinations, but DDGs exports are rather new with Brazil steadily increasing corn's share in ethanol output.
BRAZIL SOY HARVEST DELAYED!
NOT!!! (Borat's voice) ;)
Facts:
*🇧🇷 soybean harvest on pace to reach 18-20% by week's end, just above 3 yr avg
* 60% of soy crop harvested in the next 45 days, mid-Feb to end of March
*Producers well equipped to navigate harvest around Feb-Mar rains
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🌽 The corn campaign is still in progress in Ukraine — 91% of the areas were harvested as of Jan 8. Growers collected 28.66 MMT at an avg. yield of 7.16 t/ha.
#crop25
🎦 Ternopil region, Western Ukraine, early January 2026. Garbuz Agro
🌽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.
🌽This chart was starting to look impressive a year ago, but that's now overshadowed by the massive book of U.S. corn sales for 2025/26.
Interestingly, export sales by Oct. 30 covered 48% of USDA's full-year forecast in BOTH 24/25 and 25/26.
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🌻 Unharvested sunflowers are rotting in the fields in Ukraine. Heavy rains prevented the growers from threshing the crop in time.
ℹ️ As of 27 Nov, the crop was 93% harvested. The average yield this year is 1.88 t/ha (2024: 2.1 t/ha).
🎦 agronomorest
#crop25
🇨🇦Canadian farmers in 2025 smashed a 12-year-old wheat production and yield record. Output of 39.95 million metric tons is 15% above the recent three-year average and above trade expectations of 38.5 mmt.
Canada typically exports around 75% of its annual wheat crop.
🇧🇷Brazilian soybean planting reached 61% last Thursday, below the year-ago 67% due to sporadic rainfall. That compares with 47% a week earlier.
In the top state of Mato Grosso, planting slipped behind average late last week (86% complete vs 91% avg).
2026 new crop #sunflower contracts at crush plants are $22.70-$22.80 cash and $22.20-$23.00 AOG. Oil premiums on oil content above 40% at a rate of 2% price premium for 1% of oil above 40% moves gross return higher. 45% oil content seed at the $22.80 contract increases to $25.10.
Bessent says China has agreed to buy 12 million metric tons of U.S. soybeans during the current season and 25 million tons annually for the next three years.