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Aldo Spanjer
Commodity Strategist, BNP Paribas
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Synopsis
With South American crops in critical growth stages, US corn leading cash markets, and record wheat supply shifting trade dynamics, 2026 is shaping up to be a pivotal year for grains.
What you'll learn
Crop progress in South America: Corn and soybean going through key growth phases dependent on weather
US corn continues to reign supreme in cash markets and trade, revised corn S&Ds and ending stocks
Farmers' planting decision sways strongly towards corn, effect on 2026 production and balances for row crops
Wheat: Unprecedented supply and new trade dynamics for 2025/26, winter crop progress for 2026 production
Key market drivers and setting the stage for trading in 2026