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Terra Investimentos analyst Geraldo Isoldi reviews CONAB's record 2025/26 Brazilian corn crop of 144.5 million tonnes and soybean crop of 180.4 million tonnes. He also notes CONAB's first 2026/27 corn estimate starts at a record 148 million tonnes, with planting ahead of last year.
Large Brazilian and South American supplies weigh on export prices for corn and soybeans, and a record 2026/27 corn start adds to bearish supply expectations for feed buyers.
ocj.comAllison KinneyNov 11, 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.
After 788 past bearish report events, Soybeans moved a median -0.3% over 5 sessions (47% higher; middle half -2.0% to +1.5%), and -0.9% over 20.
Not enough comparable past events yet for a historical read.
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.
