# 25/26 wheat and barley balances to tighten | News from AA Farmer

> The AHDB's first 2025/26 UK cereal supply and demand estimates project wheat and maize imports of 2.20 million tonnes, down 28% year on year. Bioethanol demand has fallen after the Vivergo shutdown and Ensus remains offline, while brewing, malting and distilling demand is also expected to decline. Lower supply is expected to outweigh weaker demand and tighten the balance sheet.

- Date: 2025-12-01 · published 2025-12-01T12:00:00.000Z
- Category: report · region UK · magnitude medium
- Page: https://feedsoft.ai/events/12535-25-26-wheat-and-barley-balances-to-tighten-news-from-aa-farmer
- Commodities: [Wheat (SRW)](https://feedsoft.ai/c/WHEAT.md), [Barley](https://feedsoft.ai/c/BARLEY.md), [Corn](https://feedsoft.ai/c/CORN.md), [DDGS](https://feedsoft.ai/c/DDGS.md)

## Why it matters

Reduced imports and a tighter UK balance sheet support domestic wheat and barley prices, while weaker bioethanol and malting demand limits the rally.

## Read by commodity

- CORN: bullish ▲
- DDGS: bearish ▼
- WHEAT: bullish ▲
- BARLEY: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| WHEAT | 2026-10-28 | [Tighter wheat supply forecast \| News from AA Farmer](https://feedsoft.ai/events/129-tighter-wheat-supply-forecast-news-from-aa-farmer.md) | +0.2% | — |
| WHEAT | 2026-10-23 | [UK wheat and barley supplies tighten after challenging 2026 harvest - Farmers Guide](https://feedsoft.ai/events/17155-uk-wheat-and-barley-supplies-tighten-after-challenging-2026-harvest-farmers.md) | -0.6% | — |
| WHEAT | 2024-10-24 | [Tighter wheat and barley balance sheets in 2024/25: Grain market daily \| AHDB](https://feedsoft.ai/events/27936-tighter-wheat-and-barley-balance-sheets-in-2024-25-grain-market-daily-ahdb.md) | +0.3% | -1.4% |
| WHEAT | 2026-05-30 | [UK grain balance: updated outlook on wheat, barley and oats stocks \| NewsHub.co.uk](https://feedsoft.ai/events/19317-uk-grain-balance-updated-outlook-on-wheat-barley-and-oats-stocks-newshub-co-uk.md) | -2.6% | -0.5% |
| WHEAT | 2018-10-28 | [2018 harvest shows significant falls in production of wheat and barley - FarmingUK News](https://feedsoft.ai/events/62478-2018-harvest-shows-significant-falls-in-production-of-wheat-and-barley.md) | +0.2% | -4.4% |
| CORN | 2019-08-30 | [Corn tightens but wheat and barley bountiful: IGC - Grain Central](https://feedsoft.ai/events/57608-corn-tightens-but-wheat-and-barley-bountiful-igc-grain-central.md) | -2.4% | +1.4% |
| CORN | 2025-06-17 | [New balance sheets project lower corn, wheat stocks – AgriNews](https://feedsoft.ai/events/24176-new-balance-sheets-project-lower-corn-wheat-stocks-agrinews.md) | -2.5% | -4.3% |
| CORN | 2022-11-21 | [French wheat, barley in good shape as sowing nears end](https://feedsoft.ai/events/38608-french-wheat-barley-in-good-shape-as-sowing-nears-end.md) | -3.5% | -5.6% |

## Sources

- aafarmer.co.uk: https://www.aafarmer.co.uk/news/25-26-wheat-and-barley-balances-to-tighten.html

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.