Corn

Darren Frye with Water Street Solutions says the market was adding some geopolitical risk premium with tensions rising in the Black Sea region.

Randy Martinson with Martinson Ag says so far its estimated China purchased 3 MMT but in order for China to keep on pace it would need to buy over 2 MMT a week through the end of 2025.

Several years of low commodity prices, high input costs and thin margins have taken a toll on soil stewardship in some parts of the country. As a result, farmers need to use caution and do their homework before renting ground that’s coming available in their area for 2026.

The entire grain complex saw profit taking Monday after hitting chart resistance according to Allison Thompson with The Money Farm.

Brad Kooima of Kooima Kooima Varilek says he would be more confident about the lows holding in the cattle futures if three factors would turn positive.

In many areas of the Corn Belt, farmers experienced 10-to-50-bu.-per-acre yield losses from disease pressure this year, says Ken Ferrie. In a period of tight margins, timely treatment decisions were more crucial than usual.

The question now is was this just a correction of the oversold status in the cattle markets? While a higher weekly close is positive, Varilek says recoveries often come in three day waves.

DuWayne Bosse with Bolt Marketing says grains staged a surprise rally on news of China soybean buys but farmer selling pressure also subsided ahead of first notice day on Friday.

Hillari Mason with Pro Farmer says farmers had to roll or sell December futures or basis fixed contracts before Wednesday or risk delivery and so most of the commercial positioning is done which will take pressure off the market.

Mike Zuzolo with Global Commodity Analytics says the grain complex also saw some buying interest on the lower U.S. dollar index, which reacted to U.S. economic data.