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The USDA's November 27 Grain Transportation Report shows U.S. rail and Mississippi River barge movements running above their three-year averages in the 2025/26 marketing year. Shippers are prioritizing corn after China's absence from the U.S. soybean market, with soybean shipments expected to rise as purchases resume.
Record corn output and above-average fall grain supplies are tightening storage and adding harvest-time transport pressure.
Strong rail and barge demand supports freight costs and basis for corn and soybeans, while the expected rebound in soybean shipments would shift export flows toward soy. Transport tightness can widen Gulf basis and affect interior prices.
feedandgrain.comFeed, Grain StaffDec 5, 2025After 284 past neutral logistics events, Corn moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.4%), and -0.2% over 20.
After 230 past neutral logistics events, Soybeans moved a median +0.4% over 5 sessions (55% higher; middle half -1.4% to +2.0%), and +0.1% 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.
