FieldLink Market Report - Helena Agri-Enterprises

Our market reports provide timely, concise insights into the global commodity markets, offering practical analysis and actionable ideas for farm hedging and marketing. Each report is designed to give producers, agribusinesses, and market participants a clear overview of market trends, price movements and key factors shaping supply and demand, helping you make informed decisions with confidence.

Deadline Quickly Approaching for Farmer Bridge Payments (Dec 19th) 12/11/2025 Daily Report

Despite large flash bean sales to China and a solid week of grain exports, the markets struggled to move much higher with beans trading most of the day after posting the highs in the overnight markets. Corn has been struggling to find a reason to break out or breakdown and remains in tight ranges for old crop ($4.40-$4.50) and new crop ($4.60-$4.70) for a significant amount of the last 2-months. The near perfect equilibrium is consistent with ample supplies and strong demand, while beans recent post-trade pact rally and subsequent retreat shows the concern that the looming monster crop in Brazil and the lack of trust in China will keep the market on the defensive. The week will end with the trade hoping for more flash sales announcements on Friday morning as other market moving news is limited.
Mixed Closes on Solid Old Crop Bean Bounce 12/10/2025 Daily Report

After Tuesday’s comatose reaction to the December USDA report, the markets tried to push lower in early trade before a decent bounce in old crop beans helped prices finish mixed. The grains moved slightly lower in another dragging two-sided session for corn which kept both old and new corn prices stuck in the middle of the month-old ranges. As details were released about the Farm Bridge Payment program that promises checks for US farmers and crops effected by the trade war, the trade is now considering how to position into year-end in a world ag landscape that is over supplied with too many acres in both SA and soon to be in the US to further aggravate a three year old problem.
USDA Snap Shot - Corn Rallies on Lower Numbers 12/09/2025 USDA

Current Trade: Corn: 5 to 1 higher ($4.41 - $4.65) Beans: 5 to 6 lower ($10.88 - $10.96) Wheat: 1 to 2 lower ($5.38 - $5.50)
Beans Lower on No Official Signed Chinese Trade Deal and Ideal SA Weather 12/08/2025 Daily Report

After weekend confirmation of no officially signed trade deal with China, old crop beans moved lower as recently bullish funds begin to exit their no losing positions. The grain markets ground around unchanged for another day on limited news in those sectors as daily sales announcements are not featuring any corn or wheat sales and smaller than needed bean sales. Tuesday’s December USDA report will provide some new insight on SA production estimates and world stocks for next year, but no US yield updates will be provided. The bulls need better news than they are getting and the slow bleed lower in soy and the grinding low volume grain trade is expected to continue through the week.
Lower Markets to end the First Week of December 12/07/2025 Weekend Edition

The first week of December ended poorly with beans leading to the downside as the reality of China’s promised and overly promoted purchase of 350-400 MBU of US beans by year end and even the extended deadline of end of February as the selling pushed through former support to close at the lowest level in 6-weeks. Corn was pulled stubbornly lower while wheat continues to slip lower on excessive southern hemisphere production estimates. The 3-year problem of too much world production on top of flat world demand continues to build excessive carry outs that will not be easily depleted. Next week will see the normally dull December USDA report and potentially some guidance from the Trump Administration on the tariff related reimbursement checks that have been promised since early summer. The outlook into the end of 2025 is not great with record South American production expected and early bean harvest starting in a few weeks in Brazil.
Modest Strength Despite Mostly Bearish News 12/04/2025 Daily Report

One step forward after one step back continues to be the grain and soy trade pattern as prices rallied modestly today despite no additional Chinese flash bean sales and Treasury Sec Bessent extending China’s window to purchase the 350-400 MBU of beans until the end of February from the end of the year. The markets seem to be trading the next day’s news rather than that day’s news so if the pattern holds, we should expect a slightly lower trade on Friday to end a mostly flat to lower week of trade. Brazil’s weather remains ideal and Canada confirmed their record 2025 yields which was largely ignored int eh modest rallies. THE bean bulls need to see a flash sale of beans to China on Friday, or they may be willing to begin to trim their long position heading deeper into the holiday season.
Grains and Soy Fade After Tuesday Rally 12/03/2025 Daily Report

After a mixed overnight trade, grain and soy prices traded lower throughout the day as no official Chinese export sales announcement pressured the trade into the close. Tuesday’s grain rally based on Russian threats to bomb Ukraine export facilities failed to find traction which pushed corn lower with another technical failure adding to the bearish selling volume. The news remains slow despite the flood of USDA catch-up data being released, as the market is only looking at great SA growing conditions and the frustrating lack of Chinese bean purchases. The direction into the weekend will be determined by these two factors.
Potential For Escalating Conflict in Ukraine Gives Grains a Bump 12/02/2025 Daily Report

The grain markets rallied on concerning comments from Russian President Putin about escalating the war after the weekend attacks by Ukraine while beans were higher early before fading into the close. Other news was limited but no daily flash bean sales to China were announced which is keeping the trade deal bulls on edge as the November rally was largely based on expectations that China would securing 350-400 MBU of US beans by the end of 2024, but minimal progress has been made toward that goal with the curtain quickly closing on 2025. The trade will continue to watch for morning sales announcements as there is no world weather or production threats to move prices.

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