# Larger grain supplies and tightening livestock production complicate commodity markets - Ohio Ag Net

> An analyst commentary on the October WASDE says USDA raised corn and soybean yield estimates, adding 234 million bushels to corn and 27 million to soybeans for 2026-27 versus September. It notes managed money holds large net-long positions, including in soybean meal, and that Treasury yields are at 24-year highs.

- Date: 2026-11-01 · published 2026-11-02T03:05:47.270Z
- Category: report · region US · magnitude medium
- Page: https://feedsoft.ai/events/74631-larger-grain-supplies-and-tightening-livestock-production-complicate-commodity
- Commodities: [Corn](https://feedsoft.ai/c/CORN.md), [Soybeans](https://feedsoft.ai/c/SOY.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md)

## Why it matters

Larger domestic corn and soybean supplies are bearish for feed grain and meal prices, though fund positioning and China's weaker livestock demand add downside risk to futures.

## Read by commodity

- SBM: bearish ▼
- SOY: bearish ▼
- CORN: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| CORN | 2026-02-16 | [Terrain Projects Large Grain Supplies and Tighter Margins Ahead - RFD](https://feedsoft.ai/events/20654-terrain-projects-large-grain-supplies-and-tighter-margins-ahead-rfd.md) | -0.8% | +4.3% |
| CORN | 2020-01-10 | [Grain markets fall on WASDE, Crop Production Reports](https://feedsoft.ai/events/55018-grain-markets-fall-on-wasde-crop-production-reports.md) | -1.0% | -0.7% |
| CORN | 2017-03-10 | [Crop and livestock market update - Commercial Farmers' Union of Zimbabwe](https://feedsoft.ai/events/71975-crop-and-livestock-market-update-commercial-farmers-union-of-zimbabwe.md) | +1.9% | +0.8% |
| CORN | 2025-10-01 | [Grain markets pressured by harvest and rising stocks \| Saxo](https://feedsoft.ai/events/22425-grain-markets-pressured-by-harvest-and-rising-stocks-saxo.md) | +1.4% | +2.3% |
| CORN | 2021-05-07 | [Grain Market Surprised at Higher Ending Stock Estimates \| Red River Farm Network](https://feedsoft.ai/events/47040-grain-market-surprised-at-higher-ending-stock-estimates-red-river-farm-network.md) | -3.0% | -7.4% |
| SOY | 2026-02-16 | [Terrain Projects Large Grain Supplies and Tighter Margins Ahead - RFD](https://feedsoft.ai/events/20654-terrain-projects-large-grain-supplies-and-tighter-margins-ahead-rfd.md) | +0.1% | +2.0% |
| SOY | 2025-12-02 | [Australian production estimates pressure markets: Grain market daily \| AHDB](https://feedsoft.ai/events/21471-australian-production-estimates-pressure-markets-grain-market-daily-ahdb.md) | -3.0% | -7.2% |
| SOY | 2024-08-13 | [USDA forecasts record US soybean production and higher stocks, above market estimates - Fastmarkets](https://feedsoft.ai/events/10464-usda-forecasts-record-us-soybean-production-and-higher-stocks-above-market.md) | -5.5% | -3.4% |

## Sources

- ocj.com: https://ocj.com/2026/11/larger-grain-supplies-and-tightening-livestock-production-complicate-commodity-markets/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.