19 Minutes Podcast

This week’s market outlook looks at where traders have yield expectations priced in ahead of the upcoming report, why soybean demand signals from China still are not fully showing up in the data, and how corn export strength is shaping early pricing opportunities. We cover the current cash trends, the widening basis swings across the eastern Corn Belt, and how local ethanol demand is creating pockets of stronger bids. The update also digs into South American weather and production, how global supply shifts impact both corn and soybean price potential, and why producers should watch early 2026 opportunities while making 2025 decisions. We finish with a discussion on cost of production, the impact of sticky overhead costs, and why now is the time to finalize marketing plans heading into the new year.