Ag Value Brokers Ltd

Real Time Price Discovery for Buyers and Sellers. 1-800-679-2915

[Karen Braun @kannbwx]

U.S. corn production is now expected at a whopping 16.8 billion bushels (427 mmt) with harvested area above 90M acres. Bean yield came down a hair but area also increased there.

[Karen Braun @kannbwx]

All trade estimates for USDA's supply and demand estimates due on Friday at 11 am CDT. US corn and soybean production are the headliners, and most analysts are looking for lower yields than last month.

[Karen Braun @kannbwx]

USDA reduced U.S. corn yield but hiked planted area by another 1.4M acres, so production went up. Bean plantings were up slightly as well.

[Ag Value Brokers Ltd @AgValueBrokers]

Canadian Prairies - Total Precipitation

Expecting some rain this weekend
(Sorry about the quality)

[Karen Braun @kannbwx]

World #wheat stocks fall from last month on higher exports and lower old-crop Russian supply. #Corn stocks are below expectations and last month due to a reduction in old-crop supply. #Soybeans are up from last month on reduced old-crop crush in China.

[Karen Braun @kannbwx]

The trade is not anticipating bullish numbers for global new-crop ending stocks on Thursday. A slight trim in U.S. #corn stocks could be offset by a bigger Brazilian crop.

[Karen Braun @kannbwx]

🇺🇸Analysts think old-crop U.S. #corn ending stocks could dip below 1.4 bbu on Thursday, though #soybeans & #wheat are pegged mostly steady. Trade is likely looking for a boost to old-crop corn exports due to the brisk sales and export paces.

[Karen Braun @kannbwx]

🇧🇷Trade estimates for USDA's WASDE on Thursday suggest that 2024/25 Brazilian #corn production is the one to watch in South America. Analysts see some decent upside there. Otherwise, minimal changes are expected for #soybeans and Argentine crops, on average.

[Karen Braun @kannbwx]

March planting intentions combined with USDA's trendline yields set 2025/26 U.S. corn production at 15.82 billion bushels and soybean production at 4.34 billion bushels.

[Karen Braun @kannbwx]

USDA puts 2025/26 U.S. corn ending stocks up 27% on the year (trade expected 40%). Wheat is pegged to rise 10% but soybean stocks are set to fall 16% on the year.

[Karen Braun @kannbwx]

If final 2025 U.S. #corn planted acres end up larger than 95.475M, it would be the second largest corn area since 1937. Bested only by 2012. That's a serious amount of corn!

[Karen Braun @kannbwx]

U.S. corn acres land above the average trade guess, soybeans and wheat come in below.

[Karen Braun @kannbwx]

U.S. corn and soybean production comes in well below expectations:

[Karen Braun @kannbwx]

Dec. 1 stocks of U.S. corn and soybeans were lighter than analysts expected but wheat stocks were slightly heavier.

[Karen Braun @kannbwx]

U.S. #corn ending stocks come in below all trade expectations on a boost in export and ethanol estimates. #Wheat exports were also increased but the balance sheet for #soybeans was unchanged.

[Karen Braun @kannbwx]

USDA increased 2024/25 production for #Argentina's #soybeans, but #corn and #Brazil's crop estimates were unchanged from last month.

[Karen Braun @kannbwx]

A big increase in global #corn demand slashed stock expectations from last month. USA exporters are mostly set to snag that business. However, Chinese corn imports were reduced by 2 mmt to 14 mmt. Nothing very notable for #wheat & #soybeans this month.