Analyst insight: First look at 2025/26 UK supply and demand

After 406 past neutral report events, Wheat (SRW) moved a median -0.2% over 5 sessions (47% higher; middle half -1.6% to +1.5%), and +0.0% over 20.

• May 21, 2019A Look at AAFC's Supply and Demand Estimates-13.2%
• Oct 24, 2023Little change in October AAFC supply/demand outlook - MarketsFarm+1.8%
• Jun 12, 2024USDA Holds Pat on June Supply and Demand Numbers-2.1%
• Mar 11, 2020USDA's supply and demand report largely stands pat - Grainews-4.9%
• Dec 10, 2019USDA Leaves Corn and Soybean Production, Supply and Demand Unchanged+2.5%

After 788 past bearish report events, Soybeans moved a median -0.3% over 5 sessions (47% higher; middle half -2.0% to +1.5%), and -0.9% over 20.

• Jul 12, 2022Losses deepen after USDA raises supply outlook, trims some demand | Financial Post-8.8%
• Jul 18, 2016Grain Supply and Demand report sends grain prices falling-6.2%
• Jan 22, 20252025 Corn, Soybean, and Wheat Outlook | CAES Field Report-2.1%
• Dec 9, 2025Global Oilseed Supply and Demand Strengthen in the New Season - Feed & Additive Magazine-2.0%
• Aug 10, 2017Breaking down the USDA Supply and Demand report | NEWSRADIO 1040 WHO-4.3%

Not enough comparable past events yet for a historical read.