The US ag industry is buzzing about a potential pollination problem with the 2025 corn crop, but market indicators suggest otherwise. The National Corn Index shows spot cash supplies are large compared to demand, while average basis and futures spreads point to stable supply and demand dynamics.
Futures spreads show that the commercial side is comfortable with the number of supplies available in relation to demand during harvest. The market trends indicate that the commercial side is keeping a close eye on longer-term supply and demand dynamics, with stable spreads suggesting a balanced market. Analysts predict that the corn market doesn’t have much downside risk at current levels. Guy Allen, Senior Economist at Kansas State University, predicts a potential rally in corn prices based on market signals. Speculation arises regarding pollination issues in the 2025 US corn crop, with commercial interests providing support. The article also references various industry terms and metrics related to corn trading.
Read more at Yahoo Finance: Does the 2025 Corn Crop Have a Pollination Problem?