Fears of a 2027 animal-feed crisis as stocks run short and imports stall; association sends fourth letter urging urgent plan

After 318 past bullish policy events, Corn moved a median -0.1% over 5 sessions (48% higher; middle half -1.4% to +1.5%), and -0.2% over 20.

• Aug 5, 2024US Sen. Marshall leads letter calling for domestic feedstocks only in 45Z biofuel tax credit-1.7%
• Oct 28, 2026AIDA AGM 2026 Distillers’ Association Calls for Ethanol Pricing Reforms, Feedstock Security and E20 Expansion Roadmap - Aabkari Times-0.5%
• Oct 28, 2026Indian distillers seek 9% corn ethanol price hike as feedstock costs surge | World Ports Organization-0.5%
• Dec 7, 2021Mali suspends grain exports amid fears of food shortages-0.5%
• Jan 18, 2022China: Focus on Domestic Production, as Soy, Pork Imports Fell in 2021; Corn Imports Hit Record- Meat Production Surges | Farm Policy News | Illinois+2.5%

After 182 past bullish policy events, Wheat (SRW) moved a median +0.1% over 5 sessions (52% higher; middle half -1.9% to +1.4%), and -0.3% over 20.

• Dec 8, 2023Ban on onion exports, curbs on wheat stocks as govt. battles rising food prices | Mint-4.0%
• Mar 16, 2023India should keep lid on wheat exports to replenish local stocks - flour millers | Financial Post-3.7%
• Mar 19, 2021China looks to cut corn, soymeal content in animal feed | Feed Strategy+0.8%
• Apr 1, 2020Food security fears are starting to threaten Asian rice exports | coronavirus outbreak News - The Indian Express+1.6%
• Jul 6, 2022Fall in wheat, rice, sugar production should not detract from goal of cropping and dietary diversification | The Indian Express-5.1%