# Market Research Institute daily report: Situation analysis

> The USDA lowered its US corn yield and production forecasts in its November 10 report, with the national yield cut to 179.6 bushels per acre from 181.2. Export demand for 2026/27 corn was also trimmed to 83.19 million tonnes, while soybean yield was raised to 53.3 bushels per acre. The commentary says CBOT corn futures were trading near 449 cents in December.

- Date: 2026-11-10 · published 2026-11-12T07:37:05.755Z
- Category: report · region US · magnitude medium
- Page: https://feedsoft.ai/events/95195-market-research-institute-daily-report-situation-analysis
- Commodities: [Corn](https://feedsoft.ai/c/CORN.md), [Soybeans](https://feedsoft.ai/c/SOY.md)

## Why it matters

A smaller US corn crop and lower export demand pull in opposite directions, so the net effect on corn prices depends on the balance of supply cuts and demand reductions. Soybean yield gains add supply, but the commentary expects a bottom to form in November.

## Read by commodity

- SOY: neutral
- CORN: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| CORN | 2022-03-14 | [Oil Market Report - March 2022 - IEA](https://feedsoft.ai/events/5992-oil-market-report-march-2022-iea.md) | +1.1% | +10.2% |
| CORN | 2023-10-17 | [Report Reaction Shows Differing Corn and Soybean Market Conditions - farmdoc daily](https://feedsoft.ai/events/33645-report-reaction-shows-differing-corn-and-soybean-market-conditions-farmdoc-daily.md) | +2.6% | -1.6% |
| CORN | 2018-04-03 | [Planting report leads to market rally - Farm and Dairy](https://feedsoft.ai/events/65541-planting-report-leads-to-market-rally-farm-and-dairy.md) | +0.7% | +1.4% |
| CORN | 2024-03-21 | [Grain Transportation Report, March 21, 2024](https://feedsoft.ai/events/16559-grain-transportation-report-march-21-2024.md) | -3.0% | -7.2% |
| CORN | 2021-03-04 | [Grain Transportation Report, March 4, 2021](https://feedsoft.ai/events/48010-grain-transportation-report-march-4-2021.md) | +3.9% | +7.2% |
| SOY | 2026-03-11 | [March WASDE Analysis](https://feedsoft.ai/events/20106-march-wasde-analysis.md) | -2.5% | -2.1% |
| SOY | 2020-03-10 | [Markets unfazed by March WASDE report](https://feedsoft.ai/events/54089-markets-unfazed-by-march-wasde-report.md) | -4.8% | -0.9% |
| SOY | 2025-03-11 | [USDA Report Reaction \| Markets have muted response to USDA's March WASDE Report - Pro Farmer](https://feedsoft.ai/events/25513-usda-report-reaction-markets-have-muted-response-to-usda-s-march-wasde-report.md) | +1.6% | -1.7% |

## Sources

- shikyo.officialblog.jp: https://shikyo.officialblog.jp/archives/cat_166744.html

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