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.

Across the Board Losses 11/20/2025 Daily Report

Lower to sharply lower applied to just about every market today as beans accelerated their rollover losses dragging corn down with it. Wheat had other negative fundamental input at Argentina’s record wheat harvest has them putting offering prices lower $20-$30 a metric tonne less than the closest competition, even Russia. The bigger news today was the shocking and scary turnaround losses in the US equity markets after great earning for stalwarts Walmart and Nvidia pushed early to trade to large gains, then the ugly reversal started after unemployment news came out that the job market was doing better than expected which will keep the Federal Reserve from cutting rates again December. The massive equity reversal dragged stock sensitive markets like cattle reverse from decent gains to another day of sharp losses on fear of slowing holiday demand. Friday’s trade will closely watch all the factors mentioned and if any more sizable flash bean sales to China will be announced by the USDA.
Bio-fuel Policy Concerns and Small Chinese Purchases 11/19/2025 Daily Report

Confirmation of a small bean sale to China from the USDA this morning and concerns over bio-fuel policy were enough to pressure beans to sharp losses through the day and to pull both corn and wheat lower in its wake. Other news was slow and with the month-old rally built almost entirely on the hope of large Chinese bean purchases, the bulls will need daily confirmation from the USDA to keep finding buyers at thirty-month highs. Old crop corn has been a stubborn follower with both 2026 corn and bean prices participating only fractionally, the structure of the bull market is changing as we head into option expiration on Friday and the abbreviated Thanksgiving trade week featuring December contracts first notice day.
Slow Day Waiting on Chinese Purchase Confirmations 11/18/2025 Daily Report

Turnaround Tuesday did not feature much of a turnaround, but it was a much calmer trading session with all three markets little changed in a drifting two-sided trade. Confirmation from the USDA of a small Chinese bean purchase tempered an overnight rally with the demand bulls now counting on confirmation in the 3-day reporting window. Other news was limited but the US equity markets were sharply lower during the session before some value buyers took advantage of the recent sharp break. The flood of USDA report data will continue every morning with the trade closely watching the daily and weekly export news to put the missing pieces of the grain and soy puzzle together.
Chinese bean purchases and USDA data dump spark markets 11/17/2025 Daily Report

Confirmation of 15-18 MBU of Chinese bean purchases from the Pacific Northwest ports and the continued USDA data dump that included multiple flash sale announcements from the initial weeks of the government shutdown helped rally beans sharply to erase all of last Friday’s USDA report losses. Wheat had its biggest daily gains on increased Russian bombing of key export infrastructure in Ukraine while corn followed both with only modest enthusiasm. Other bean demand news was positive as October posted the highest monthly crush total on record using 227.6 MBU of beans with two new crush facilities working at full capacity to push to the new monthly total.
SALES ALERT - 2026 CORN 11/14/2025 Sales Alert

SALES ALERT - 2026 CORN OVERNIGHT TRADE HIT THE 2026 CORN SALES TARGET TO SELL ANOTHER 10% OF 2026 CORN AT $4.70 AGAINST THE DECEMBER CONTRACTS. THE MARKET IS CURRENTLY TRADING AT $4.73. THIS WILL BRING YOUR 2026 SALES TO 20% WITH A $4.73 AVERAGE. THE 2025 CORN SALES TARGET AT $4.58 TO SELL ANOTHER 10% IS 2-CENTS ABOVE THE MARKET IN THE MARCH 2026 CONTRACT WHILE THE 2026 BEAN SALES TARGET IS 17-CENTS ABOVE EARLY TRADE. PLEASE CONTINUE TO REWARD THIS RALLY. THE USDA WILL RELEASE THEIR NOVEMBER STOCKS ADN YIELD REPORT AT 11 CST THIS MORNING, SO HAVE YOUR STANDING SALES TARGETS IN WITH YOUR BUYERS BECAUSE THE REPORT SHOULD BRING IN SOME VERY VOLATILE TRADE HEADING INTO THE WEEKEND.
USDA Report Overview 11/14/2025 USDA

Corn -8 to -5 Beans -20 to -10 Wheat -9 Larger than expected corn yield at 186 bu/ac. Bean yield at 53 bu/ac. Corn US ending stocks at 2.154 billion bu. Bearish reaction in first report since September due to gov't shutdown. Full Overview coming soon.
USDA November Crop Report Overview 11/14/2025 USDA

Counting on the USDA to support your bullish trading or hedge plan never seems to be a good idea as they came in with a larger than expected 2025 corn yield and a similar bean yield to pre-report estimates. The yield bulls are already pointing to all the late season factors which cost yield, all of which are true, but the markets trade the USDA numbers. Prices initially tanked with Dec ’25 corn down 12 at the lows while Jan ’26 beans were 21 lower at their lows. Wheat is also not trading well on larger stocks’ numbers, and the chart points toward new contract lows before the end of 2025.
Soy and Corn Trade to new 15-Month Highs 11/13/2025 Daily Report

Corn and beans charged higher through technical resistance and moved to new 15-month highs closes while wheat was flat. Outside markets saw nasty selloffs with cattle being pressured by more potential political intervention while the US and world stock markets were pummeled by valuation concerns and technical weakness. The disparity of market directions both inside and outside the ag markets is difficult to navigate and when the first major USDA report in months is going to be released on Friday, the volatility could be even wilder after the report is released. Yield cuts are expected; it is just a matter of if the USDA will cut them enough to help justify the sharp gains in beans and corn over the last month.

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