Grain Market Commentary 12/11/25
CBOT Pricing:
Corn closed 1-3 cents higher, supported by firm export demand. Corn export sales through 11/13 reached 50% of the current 2025/2026 USDA export projection of 3.2 billion bushels. After trading lower overnight, rallying early, and selling off mid-morning, the Jan26 contract settled 2.25 cents higher at $4.465. The Mar26 contract followed a similar pattern and closed 2.5 cents higher at $4.5425.
Soybeans traded both sides during the overnight session, sold off on the day session open, but rallied before the close to finish 1-3 cents higher. The Jan26 contract settled at $10.935, up 2.25 cents from the prior close. The Mar26 contract ended 1.75 cents higher at $11.0275. The technical trend remains unclear.
Market Headlines:
The Trump administration will be launching a pilot program to encourage regenerative agricultural practices:
The administration plans to launch a pilot program to encourage regenerative agricultural practices as part of its “Make America Healthy Again” agenda. The initiative promotes conservation-focused farming methods such as cover cropping and no-till. The $700 million program aims to support US farmers and improve production efficiency. It will emphasize whole-farm planning that considers soil health, water quality, and natural habitats. Once launched, farmers will be able to apply through EQIP or CSP.
The Federal Reserve cut interest rates once again:
On Wednesday, the Fed cut interest rates for the third consecutive time. The interest rate was lowered by a quarter of a percentage point, placing the benchmark federal funds rate at a range of 3.5%-3.75%. This is the lowest level since September 2022. Federal Reserve Chair Jerome Powell said that this cut should help stabilize the labor market and allow inflation to continue trending toward the Fed’s 2% target level. The Fed now projects just one cut in 2026 and another cut in 2027.
Some economists warn that a weakening labor market combined with persistent inflation could raise the risk of stagflation.
USDA 8am flash sale announcements through their daily system:
At 8 am, the USDA reported sales of 26,000 mt of soybeans to China and 186,000 mt of soybeans to unknown destinations for delivery in the 2025/2026 marketing year. The agency also announced the sale of 186,000 mt of corn to unknown destinations for the same period.
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