Karen Braun
Global Agriculture Markets Columnist at Thomson Reuters
Global Agriculture Columnist at Thomson Reuters. Meteorologist by training, gymnast for life. Views expressed are my own.
Articles
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2 days ago |
reuters.com | Karen Braun
Corn is piled in the back of a vehicle in a field on the outskirts of Jiayuguan, Gansu province, China September 28, 2020. REUTERS/Carlos Garcia Rawlins/File Photo NAPERVILLE, Illinois, May 12 (Reuters) - U.S. farmers are poised to reap a record corn crop in the upcoming 2025-26 cycle. Additionally, combined output among key corn exporters in South America is also slated for an all-time high in 2025-26. Sign up here.
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3 days ago |
reuters.com | Karen Braun
Corn fields are pictured during an annual U.S. Midwest crop surveying tour, near Randolph, Nebraska, U.S. August 21, 2023. REUTERS/Karen Braun/File Photo NAPERVILLE, Illinois, May 11 (Reuters) - When it comes to Chicago corn futures, speculators typically hold on to heavily bullish corn bets for an extended period. Ditching them after just a few months is unusual.
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1 week ago |
zawya.com | Karen Braun
(The opinions expressed here are those of the author, a market analyst for Reuters.) NAPERVILLE, Illinois - U.S. farmers have hit very few snags with corn planting this spring, and the foreseeable future is barrier-free. Dry and mostly warm weather across the Corn Belt through mid-month should be favorable for farmers in the world’s largest exporter to get the grain in the ground. Whenever U.S. corn planting moves at an average or above-average clip, analysts often start considering two things.
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1 week ago |
zawya.com | Karen Braun
(The opinions expressed here are those of the author, a market analyst for Reuters.) NAPERVILLE, ILLINOIS - Chicago wheat futures hit contract lows last week, reflective of speculators’ long-standing bearish position on the grain. Investors’ pessimistic wheat stance earlier this year clashed strongly with their enormously bullish bets in Chicago corn, the latter of which have been significantly reduced in the wake of global trade uncertainties.
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2 weeks ago |
zawya.com | Karen Braun
(The opinions expressed here are those of the author, a market analyst for Reuters) NAPERVILLE, ILLINOIS - China wants to reduce reliance on foreign soybeans, but importers apparently didn’t get the memo. To curb imports and increase national food security, the world’s top soybean buyer in recent years says it has made sizable cuts to soybean meal’s use in livestock feed.
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New-crop CBOT #corn had been holding a sizable advantage over #soybeans ever since late last year, but that has slipped away in recent weeks, especially w/ a potentially friendly new-crop U.S. soy balance sheet. 📈Bean/corn ratio on Wed hit its high for the year (so far) = 2.41. https://t.co/ioOI1xjoGo
By the way, this is China's highest initial estimate for soybean imports in four years.
🇨🇳China issued its first 2025/26 supply & demand forecasts on Monday. 🫛25/26 soybean imports of 95.8 mmt would be down from 98.6 mmt in 24/25, BUT they boosted 24/25 this month from 94.6 mmt. 🌽25/26 corn crop will edge up to another record, imports will be steady at 7 mmt.
USDA pegs 2025/26 global #corn stocks well below trade expectations, largely driven by smaller-than-expected U.S. supplies. YOY global soy supply growth may not be as bad as feared, and wheat stocks are seen steady (though 24/25 stocks were hiked - and in several countries). https://t.co/EFtntT8kmH