Does anyone know how the contracts for this years harvest stands?? We have a lot of corn and soy to move

[Peacetrain]

https://www.desmoinesregister.com/story/money/agriculture/2025/08/20/record-iowa-corn-harvest-2025/85641838007/

"The nation's leading corn producer is one of a dozen states forecast to bring in bin-busting crops.

While the next month will be critical to corn yields, Iowa is projected to reap nearly 2.9 billion bushels this fall, part of a record 16.7-billion-bushel U.S. crop, according to the most recent USDA crop production report, released Tuesday, Aug. 12."

And this will be our third largest bean harvest

Edit to Add: Trump is out to destroy bio fuels and wind energy in Iowa.. what a complete disaster this guy is..

[Lefta Dissenter]

1. Ugh. Right there with ya, Peacetrain.

Paying for storage month after month, hoping prices will bump up a bit... Instead, it sounds like it will be the opposite, and with exports basically shut down.

[Peacetrain]

2. Keeping a good thought for you Lefta..

Computer is hiccupping on me here.. We are not farming.. we are retired.. When I said we have a lot of soy and corn to move, I meant Iowa as a state.. Keeping my fingers crossed for you that prices hold up

[Lefta Dissenter]

4. Thanks for the good wishes, Peacetrain.

Our Iowa farm has been in our family for more than 150 years. Thankfully, we don’t rely on it for our sole income, so we aren’t in the dire straits that so many farmers are. More and more will have to sell, as mortgage and equipment payments come due, and there just aren’t the funds to make those payments.

It’s a bleak future.

[UpInArms]

3. Soybean Futures in 2025/26: A Structural Downtrend Confirmed by Oversupply, Weak China Demand, and Bearish Technicals

The soybean complex is entering a critical inflection point. For investors, the 2025/26 marketing year presents a rare alignment of structural oversupply, shifting demand dynamics, and bearish technical indicators that collectively justify a strategic short position in soybean meal futures—specifically the MZMQ25 contract. This is not a fleeting correction but a confluence of forces reshaping the global soybean trade.

Global Oversupply: The U.S. Harvest and the Illusion of Abundance

The U.S. soybean harvest for 2025, while marked by a record yield of 53.6 bushels per acre, has been undermined by a sharp reduction in harvested acreage. Farmers are projected to harvest 80.1 million acres, the smallest since 2019, resulting in a 4.292 billion bushel crop—down from earlier estimates. This reduction, coupled with upward revisions to domestic usage (crushing and exports), has tightened U.S. ending stocks to 290 million bushels, with a stocks-to-use ratio of 6.7%.

Globally, the picture is no less dire. Brazil and Argentina, the world's two largest soybean producers, have flooded the market with record outputs. Brazil's 2025/26 crop remains unchanged at 176 million metric tonnes (MMT), while Argentina's production has been revised upward to 50.9 MMT. These surpluses, combined with reduced U.S. exports and weak demand from the European Union, Iran, and Vietnam, have pushed global ending stocks to 124.9 MMT—just below trade expectations. The result? A supply glut that is pricing U.S. soybean meal out of key markets.

More at:

https://www.ainvest.com/news/soybean-futures-2025-26-structural-downtrend-confirmed-oversupply-weak-china-demand-bearish-technicals-2508/