USDA sees tighter U.S. corn stocks, soybeans and wheat unchanged

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USDA sees tighter U.S. corn stocks, soybeans and wheat unchanged

Glacier FarmMedia — Corn ending stocks in the United States for 2025/26 will be tighter than earlier expectations, due to increased exports, according to updated supply/demand tables from the U.S. Department of Agriculture released Dec. 9. U.S. soybean and corn supply/demand estimates were largely unchanged on the month.

Why it matters: The USDA data has a major influence on agricultural futures markets, also influencing Canadian cash prices.

Corn

  • Projected U.S. corn ending stocks for 2025/26 were lowered to 2.029 billion bushels, from 2.154 billion in November. That would still be well above the 1.532-billion-bushel corn carryout from 2024/25.
  • Anticipated U.S. corn exports were raised by 125 million bushels from November to 3.2 billion bushels.
  • U.S. 2025/26 corn production was left unchanged 16.752 billion bushels.

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Soybeans

  • U.S. soybean ending stocks for 2025/26 were unchanged at 290 million bushels. Average pre-report expectations had been for a slight increase.
  • U.S. soybean exports for 2025/26 were also unchanged at 1.635 billion bushels. That compares with 1.882 billion the previous year.
  • Soybean production was unchanged from November at 4.253 billion bushels — a 2.8 per cent decline on the year.

Wheat

  • The anticipated U.S. all-wheat carryout for the current marketing year was unchanged from November at 901 million bushels, which would be up by 50 million from 2024/25.
  • U.S. farmers grew 1.985 billion bushels of wheat in 2025/26, which was up by 6 million bushels from the previous year.

World stocks

  • Global corn ending stocks for 2025/26 were cut by 2.19 million tonnes from November at 279.15 million tonnes.
  • World soybean ending stocks were raised to 122.37 million tonnes, from 121.99 million in November.
  • The projected world wheat carryout was up by 3.44 million tonnes from November at 274.87 million tonnes.

About The Author

Phil Franz-Warkentin

Phil Franz-Warkentin

Editor - Daily News

Phil Franz-Warkentin grew up on an acreage in southern Manitoba and has reported on agriculture for over 20 years. Based in Winnipeg, his writing has appeared in publications across Canada and internationally. Phil is a trusted voice on the Prairie radio waves providing daily futures market updates. In his spare time, Phil enjoys playing music and making art.

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