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.

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.
Corn and Bean Prices Push to New Weekly Highs 11/12/2025 Daily Report

Prices quietly ground higher today with corn and beans testing the upper end of the recent range despite a lack of bullish news and further moves by China to secure more beans from Brazil, bean prices were the leader in the gainers. Other news was limited other than the drama in Washington that a vote in the House of Representatives tonight that will immediately re-open the government. The House Democrats that are against giving in promised to fight the passage until the end, but for now, it appears the Republicans have enough cross-over votes to pass the funding bill. An official re-opening of the government and then Friday’s USDA report will be the big news heading into the weekend.
Happy Veterans Day and Thank You for Your Service! 11/11/2025 Daily Report

The Tuesday trade was a choppy, low volume affair with mixed closes as another day went by without confirmation of Chinese bean purchases. Without cash sources confirming the bean sales that rallied the markets last week, the bulls are feeling some nerves heading not Friday’s first USDA yield update in two-months. The daily trade into Friday’s report is not expected to be much different than today’s unless some positive Chinese export news is released.
Nov 10 Comment - Gains in Grains and Soy on Possible Government Reopening 11/10/2025 Daily Report

For the second time in the last two Monday openings, the markets saw dynamic and wildly volatile trade in every market as it appears the US government may be opening sometime this week. The world equity and metal markets rocketed to huge gains while January beans rallied after a slow start on rumors that China was asking for bean bids over the weekend. There are still multiple hurdles to jump for the government to re-open this week, but the USDA November report will be released on Friday to give some much-needed insight into how much yield loss was seen in the late summer drought and rust infestation in parts of the Midwest. Extreme volatility shows no signs of ending as every day and every week, the trade seems to be swinging at another curve ball factor that may have little or massive impact on price direction in 2026.
November 7 Comment 11/09/2025 Weekend Edition

The week ended with mixed trade as the grains moved lower but the bean complex bounced back to regain Thursday’s losses and finish just fractionally changed for the week. Since the announcement of the trade deal with China, news has been scarce but with the USDA going back to work and expected to release the November stocks and yield update on Friday the 14th, the long-awaited report will help clarify just how much yield loss occurred from the late season drought and the widespread rush issues in corn. Although the USA is back at work, there was no progress made on an entire US government re-opening agreement over the weekend.

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