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Consultant Antonio Prado cites Conab's October 2026 estimate of 113.25 million tonnes of corn on 18.49 million hectares. He simulates that extra area, better yields or earlier soybean harvests could push output above 120 million tonnes.
Rainfall between January and April 2027 is the key variable.
Higher projected Brazilian safrinha corn would add to export supply later in 2027 and cap prices. The estimate is a scenario analysis, so the market impact is limited for now.
agrolink.com.brLeonardo GottemsNov 4, 2026After 1,102 past bearish report events, Corn moved a median -0.2% over 5 sessions (47% higher; middle half -1.8% to +1.3%), and +0.0% 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.
