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With Black Sea logistics disrupted and Ukraine largely out of the market, Brazil and Argentina have taken a larger role in global corn supply. Brazil is expected to ship 6.01 million tonnes in November, while stronger domestic demand, partly from corn ethanol production, is expected to reduce its exports for the year; Argentina has registered 39.8 million tonnes of exports so far in the 2025/26 marketing year.
International demand is shifting toward South American corn, supporting regional prices and producer returns. Brazil’s growing domestic ethanol use limits export availability, while the disruption to Ukrainian shipments tightens competing global supply.
bichosdecampo.comValor SojaNov 6, 2026After 285 past bullish logistics events, Corn moved a median +0.1% over 5 sessions (52% higher; middle half -1.5% to +1.5%), and +0.8% 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.
