Tidbits, Corn Fundamental Situation: Production and Demand Outlook 12/21/25
- Wright team
- 1 day ago
- 5 min read
Tidbits
Yesterday afternoon Reuters reported that U.S. forces were in the process of boarding and seizing another sanctioned oil tanker off the Venezuelan coast but in international waters. This is the second oil tanker the U.S. has seized near Venezuela.
Russia has escalated strikes on Ukraine’s Black Sea ports in an effort to stop exports from Ukraine. Odessa, Ukraine has always been the largest grain handling port on the Black Sea and it has taken a beating in recent days. Meanwhile, Ukraine held talks with the U.S. team on Friday, and negotiators were meeting Russian officials in Florida yesterday.
Corn Fundamental Situation
Production Outlook
The fundamental outlook for corn prices in 2026 is neutral to moderately bullish, with analysts expecting low but stabilizing prices amid a transition from ample 2025 old crop supplies to a tighter global balance in 2026. This is driven by record-high U.S. 2025 production (16.752 billion bushels, ~1.4 billion more than ever before), strong demand growth, and anticipated reductions in planted acres for 2026 due to low profitability and competition from soybeans. Analysts expect prices to average around $4.00–$4.50 per bushel through much of 2026, with upside potential later in the year if weather or trade dynamics tighten stocks further.
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