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Record US grain harvests are creating logistical challenges as low Mississippi River levels reduce barge traffic, while rail shipments of corn and wheat to Mexico and the Pacific Northwest run strong. Weaker Chinese soybean demand is freeing barge space for corn and wheat.
Grain sorghum is also gaining ground in ethanol plants and eating into corn demand on the Plains.
Barge constraints raise freight costs for Gulf-bound grain, while surplus supplies and sorghum substitution in ethanol add downward pressure on corn values.
rfdtv.comRFD NEWS STAFF, Marion KirkpatrickOct 20, 2025After 359 past bearish logistics events, Corn moved a median -0.3% over 5 sessions (44% higher; middle half -1.5% to +1.5%), and -0.5% over 20.
Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
After 34 past bearish logistics events, Soybean Meal moved a median +0.4% over 5 sessions (53% higher; middle half -1.8% to +2.6%), and -1.2% over 20.
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.
