Corn
A summer rally just got under way, but a pullback sparked by peace talks has bulls on the defensive.
Purdue University-CME Group Ag Economy Barometer finds around two-thirds of respondents expect net farm income to decline due to the conflict
Historical data indicates agricultural cycles can accelerate quickly once these specific technical signals emerge, but the spike in input costs and record fund-buying requires a nimble marketing strategy
How to navigate recent gains, evaluate the latest CFTC data, and keep tabs on your marketing plan
Shrinking equity, rising nitrogen costs and continued global upheaval signal a reckoning for corn growers and a shift to soybeans — especially if higher biomass-based blending diesel mandates come through.
Record corn yields have risen 10x in 100 years. David Hula says continued genetic gains, along with a deeper understanding of what’s happening underground, could push yield potential far beyond what most farmers expect.
A Farmer’s Keeper survey of 4,000 farmers shows 20% are cutting corn acres as record fertilizer prices and supply gaps force last-minute shifts toward soybeans and other crops to protect profitability.
As the Iran war drives fertilizer prices up 40%, the Trump administration is warning against price gouging. A new survey shows only 60% of corn farmers have secured their nitrogen needs for 2026.
USDA’s March 2026 Prospective Plantings report produced no major surprises, but the bigger story may be the fact only 37.6% of farmers responded, the lowest participation in history for that survey.
Corn falls to 95.3M acres (-3%) while soybeans rise to 84.7M (+4%). Wheat hits a record low 43.8M acres (-3%) and cotton climbs to 9.64M (+4%).