Riceland's January 2026 market commentary reports early-2026 rice price gains tied to hopes for U.S. demand in Venezuela, Cuba and Iran. USDA's January update cut 2025/26 rice ending stocks to 77 million bushels, while soybean ending stocks rose to 350 million bushels.
Soybeans offset their selloff with a rally on expected EPA biofuel rule rumors.
Lower rice stocks and possible long-grain acreage cuts could tighten supply into 2027. Higher soybean stocks are bearish for soy, but biofuel policy hopes support the complex.
Not enough comparable past events yet for a historical read.
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.