
Agroconsult expects Brazil's second-crop corn area to rise 1.5% to 18.3 million hectares in 2025/26. Production is estimated at 112.1 million tonnes, down 9.5% from the prior record of 123.9 million, due to excess rain and delayed planting.
A roughly 10% drop in Brazilian safrinha output tightens exportable corn supply and supports corn and DDGS prices, especially as Brazil's export season ramps up.
After 1,465 past bullish weather events, Corn moved a median +0.2% over 5 sessions (54% higher; middle half -1.4% to +1.9%), and +0.9% over 20.
Not enough comparable past events yet for a historical read.
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.