A grain and oilseed composite, including CBOT soybean, corn, wheat, oats, and rough rice futures, fell 1.41% in Q4 and was 9.78% lower in 2025. In my Q3 Barchart report on the sector, I concluded with the following:
Each year is a new adventure in the agricultural sectors, and commodity cyclicality suggests that prices are at or near levels that will discourage production, reduce inventories, and increase demand, leading to higher prices over the coming months and years. Moreover, the weather in the critical growing regions and developments in worldwide trade could cause sudden price volatility. At the current levels, prices have limited downside potential, while the upside could be substantial. I favor long positions in the sector, leaving plenty of room to add on further declines over the coming months. The 2026 crop year and supply uncertainty are just around the corner in early 2026, which could ignite price recoveries.
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Grains and oilseed futures could be poised for a recovery in 2026.
