The featured report, authored by Aneeka Gupta (Director, Macroeconomic Research, WisdomTree), assesses the September WASDE’s implications for corn markets.
USDA projects record harvested acreage (90mn acres) and slightly reduced yields (186.7 bpa), lifting production to 16.8bn bushels.
AzExports raised to 3bn bushels, driven by US competitiveness and EU import demand; global stocks trimmed to 281.4Mt.
Price risks skew modestly upward, with support from sustained exports and potential yield downgrades, while downside depends on flawless US harvests and strong Brazil/Black Sea supply.
What scenarios could shape corn prices in the coming quarters? Explore the full report for deeper insights,