Graintalk

US and the World Winter is still with us but if you look really hard you might see signs of spring. It is the time of year which can be quiet on farms across the greater North American corn belt. However, as the days go by their surely will be more warmth coming over the land with visions of planters heading out into the field. At the same time in South America, harvest and planting are in full swing. That is creating all kinds of variables for market action. Then there is the USDA which chimed in with their latest WASDE report on February the 10th. As reports go the February report is often quiet because it’s sandwiched between the bigger January reports and the later Prospective Planting report in late March. This USDA report did not veer from that script. In the report US corn ending stocks were reduced 100 million bushels but they’re still the largest in seven years. Also too, world stocks outside of the US and China are still tight and there were no changes to South Americ

Written by Philip Shaw BSc(Agr.)MSc. Email: philip@philipshaw.ca Social Media X @Agridome US and the World January always represents a pivotal time in grain markets as well as farms across the Great North American corn belt. There is always a recalibration but much of it usually has to do with the January USDA report which represents the final numbers on the crop put to bed last year. Future spreads and basis are important but so are the numbers in these USDA reports as they are dialed in to the trading algorithms which generate futures prices around the clock. The January report historically can be explosive for volatility. This year was one of those years. On January 12th the USDA raised corn production to 17.02 billion bushels increasing yield by half a bushel as well as increasing harvested acreage. The corn yield is now forecast to be 186.5 bushels per acre which was way above pre report estimates. The USDA also bumped harvested acreage by 1.3 million acres pushing it up to 91.3 million ac

US and the World The changeover in the calendar year always represents a shifting of the gears in our grain marketing outlook. At least in North America it seems that way with winter settling in with most of the crops in the bin. At the same time in South America, it is the middle of their summer. This means that all of the marketing factors with regard to crop weather are weighing into the price discovery equation. Needless to say, the mechanics of markets go on whether you change gears or not. It has been an incredibly good growing season this past year in North America. On December the 9th the USDA weighed in with their latest WASDE report. The December USDA report is usually a non-starter wedged between harvest in the United States and the January report which is usually much bigger from a market standpoint. This December report reflected not only that but also the slow regeneration of numbers coming out of the US government shutdown. The biggest change from the December report was reflec

US and the World It is that time of year when farmers reach the proverbial finish line, of getting that crop in the bin. The harvest of 2025 has been abundant, and it is also taking place in a very timely fashion with very good weather across the North American corn belt. At the same […] The post Market Trends Report – November & December 2025 appeared first on Grain Farmers of Ontario.

US and the World It has been for the most part a wide-open harvest season across the greater American corn belt. This is not only been reflected in the American Midwest but right across Ontario. Harvest has moved quickly and as we are into mid-October corn harvest is ramping up or in full swing throughout […] The post Market Trends Report – October & November 2025 appeared first on Grain Farmers of Ontario.

US and the World      It has been a big production year with good planting weather turning into a good summer and record yields predicted. However, as summer turned late the tap turned off and it was very dry across much of the greater… The post Market Trends Report – September & October 2025 appeared first on Grain Farmers of Ontario.

US and the World      Here we are it is the middle of August and in most years the crop is made. At this time of year much of the crop defining weather is behind us. Corn pollination is in the rear-view mirror but… The post Market Trends Report – August & September 2025 appeared first on Grain Farmers of Ontario.

US and the World      July and August are very significant months for crop development within North America. It represents a time when pollination takes place in the corn crop and pod set takes place in soybeans. Adverse weather during this time can often… The post Market Trends Report – July & August 2025 appeared first on Grain Farmers of Ontario.

US and the World       It is that time of year again. The July 4th weekend always represents a critical moment in the market year where prices can go one way or the other. Summer heat is ramping up across the greater American corn… The post Special Edition – Market Trends Report – USDA Report July 7, 2025 appeared first on Grain Farmers of Ontario.

US and the World      It’s not the home stretch but we’re getting closer. The end of June going into July is always a critical period for crop development.  It can also be a gyrating time for grain markets as there is so much… The post Market Trends Report – June & July 2025 appeared first on Grain Farmers of Ontario.