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Argentine specialist Mónica Ortolani reviewed the latest USDA report and ranked the outlook for soybeans, corn and wheat with a traffic-light scheme. She said less soybean supply than expected is left in the U.S., that USDA had to correct errors in its U.S. corn production estimates, and that South America is supplying more corn than expected.
She also said global wheat stocks are about 4 million tonnes higher.
Tighter U.S. soybean supply supports soybean and meal prices, while larger global wheat stocks and higher corn supply from South America weigh on grain prices. Ortolani adds that harvest-time logistics pressure may discount prices for farmers who have not yet priced their crop.
lasrosasdigital.com.arNov 15, 2026After 747 past bullish report events, Soybeans moved a median +0.3% over 5 sessions (54% higher; middle half -1.4% to +2.1%), and +0.8% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
