
A Michigan Advanced Biofuels Coalition analysis says US corn and soybean supplies have grown and are projected to rise further. It argues that exports will not absorb the increase, so biofuel policy demand will be needed to support prices.
Expected supply growth without matching export demand implies weaker corn and soybean prices unless biofuel mandates rise, affecting feed grain costs.
After 310 past bearish policy events, Corn moved a median +0.3% over 5 sessions (54% higher; middle half -1.4% to +1.9%), and +0.6% over 20.
After 369 past bearish policy events, Soybeans moved a median -0.2% over 5 sessions (46% higher; middle half -1.7% to +1.8%), and +0.8% 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.