Corn
Tommy Grisafi with Nesvick Trading says the soybean market faded after hitting chart resistance but also seemed disappointed with the lack of confirmed China export business. The grain complex also saw report positioning.
Prioritizing projects with a clear path to fast returns and lower costs can help you weather current economic challenges, say ag industry experts.
Garrett Toay with AgTraderTalk attributes the rally mostly to corrective buying after a $1.40 break from the highs in soybeans. Traders are also short in the wheat market, which just came off of contract lows in SRW futures.
Darin Newsom, senior market analyst with Barchart, says the grain complex may be some rebalancing by hedge and index fund traders to start a new year and with grains under valued.
Chip Nellinger with Blue Reef Agri-Marketing says soybeans sold off in a classic “buy the rumor, sell the fact,” reaction to USDA confirming China export sales.
Research and polling suggests the money will go toward operating costs, paying down debt, and not be eyed for machinery purchases.
Brad Kooima with Kooima Kooima Varilek says the recent strength in cattle has been a combination of fund buying and higher cash trade. He predicts that will continue into first quarter of 2026.
Chuck Shelby of Risk Management Commodities says soybeans, corn and wheat were oversold and saw some corrective buying but there was also some risk on buying across the ag complex.
Heading into 2026, markets hinge on EPA biofuel rules, global fertilizer supply and acreage shifts. StoneX warns tight inputs, policy delays and weather risk will shape crop prices and farm margins.
Grain markets are all higher to start the week. Mark Knight with Farmer’s Keeper Financial says some of the strength is tied to short covering after lower weekly closes in corn, soybeans and wheat last week.