The US ag BRACE Industry has recently been squawking about a pollination problem with the 2025 US corn crop.
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We can ignore this group for the most part while focusing on what the market has been and continues to tell us about REAL fundamentals.
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Does the 2025 US corn crop have a pollination problem? This seems to be the subject du jour with nearly every ag media outlet devoting as much time and space to the subject as possible. According to most of these media accounts, the US will be lucky to harvest one truckload of corn this fall, leaving the world in a crushing supply deficit while sending the market soaring to $42[i] per bushel[ii]. Now, if you believe all this, I have a mountain-top villa in south-central Kansas to sell you.
