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Barchart
Barchart
Darin Newsom

Have the Wheels Fallen Off the Corn Market?

Kenny Rogers USDA

  • Overnight through early Wednesday morning saw the figurative wheels fall off the corn market as the December 2025 issue fell to a new contract low. 

  • From a structural point of view, the extended selloff indicates the commercial side is growing more comfortable with expected supplies in relation to expected demand (NOT USDA BASED). 

     

  • From a long-term investment point of view, positions haven't changed much. 

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