| Name | Value | Date | Basis | Source |
|---|---|---|---|---|
| Corn | $4.97/bu | December 2026 futures | CME Group via Yahoo Finance ↗ | |
| Soybeans | $12.77/bu | November 2026 futures | CME Group via Yahoo Finance ↗ | |
| Soybean meal | $347.00/US ton | December 2026 futures | CME Group via Yahoo Finance ↗ | |
| Soybean oil | $0.6863/lb | December 2026 futures | CME Group via Yahoo Finance ↗ | |
| SRW wheat | $6.83/bu | December 2026 futures | CME Group via Yahoo Finance ↗ | |
| HRW wheat | $7.34/bu | December 2026 futures | CME Group via Yahoo Finance ↗ | |
| Live cattle | $221.40/cwt | December 2026 futures | CME Group via Yahoo Finance ↗ | |
| Feeder cattle | $331.07/cwt | November 2026 futures | CME Group via Yahoo Finance ↗ | |
| Lean hogs | $70.08/cwt | December 2026 futures | CME Group via Yahoo Finance ↗ |
Sunflower oil prices fell for a third consecutive month in September 2026, according to FAO data, as ample Black Sea supply weighs on the market. However, damaged Ukrainian port infrastructure, elevated maritime risk premia, and constrained Russian export routes are cushioning the downturn and keeping volatility high.
US corn and wheat futures recovered from multi-week lows on October 1, 2026, while soybeans fell across the complex. Key market drivers included a record-high US winter wheat acre abandonment rate, a sharp cut to Russia's wheat export forecast, surging US soybean export commitments led by China, and record combined biodiesel and renewable diesel production in July.
The European Commission has told Ukraine there are no plans to renegotiate its agricultural export quotas, rejecting Kyiv's request for expanded bioethanol access even as Russian strikes continue to damage Ukrainian infrastructure and constrain its exports.
A sharply larger 2026 Ukrainian sunflower crop, combined with war-damaged crushing capacity and elevated logistics costs, is pushing domestic seed purchase prices and sunflower oil values lower as the harvest accelerates into early October.
Ukrainian wheat prices remain depressed but stable as Black Sea export logistics keep volumes well below capacity, while German feed wheat trades sideways at elevated levels. The discount of Ukrainian origins to Western European benchmarks is expected to persist into early October 2026.
Ukrainian corn FOB and FCA prices at Odesa edged lower on 24 September 2026 as active Black Sea export flows kept seller competition intense, while French FOB corn firmed and German EXW values held broadly steady. CMB News expects mostly stable to mildly softer indications across Brazil, Germany and Ukraine over the next three days.
U.S. grain futures on September 25, 2026 finished near session highs after early selling pressure gave way to a recovery driven by a weaker dollar and trade-deal optimism. December corn edged up fractionally, November soybeans posted weekly gains on news of a U.S.-China trade subset agreement, while wheat futures ended the week lower amid a sustained price downtrend. Persistent Midwest rains are delaying harvest and tightening soybean supplies at processors.
US on-highway diesel hit an all-time record of $6.53 per gallon in the week of 21 September 2026, coinciding with the harvest season. The Trump administration is weighing a range of targeted measures — including dyed-diesel distribution, state tax relief and voluntary refiner concessions — after setting aside a 90-day export ban that energy officials and industry warned would backfire. USDA projects 2026 farm fuel and oil spending at $21.6 billion, up 28.8% from 2025.
Philippine corn production is projected to fall 14.4% to 2.08 million tonnes following typhoon damage, with El Niño conditions forecast to intensify into late 2026. The supply squeeze is accelerating feed-industry interest in drought-tolerant millet as a partial corn substitute, while European and Black Sea export prices remain broadly stable.
Ukraine's sunflower harvest is forecast to recover to around 14 million tonnes in 2026, roughly 20% above last year, on improved yields in eastern and southern regions. While the larger crop stabilises raw-material availability for crushers, the effect on hulled kernel supply and prices is expected to be more limited, with bakery kernels holding sideways near 0.90–0.93 EUR/kg FCA.
Ukraine's Cabinet of Ministers Resolution No. 675 introduces mandatory producer-register verification for rapeseed exporters from 1 July 2026 and soybean exporters from 1 September 2026, replacing chamber-of-commerce certificates as the basis for export-duty exemptions. The change raises working-capital and administrative costs for traders and is already contributing to a modest convergence of Ukrainian rapeseed prices toward EU benchmarks.
Combined soybean meal exports from Argentina, Brazil and the United States reached a record 73 million tonnes in 2025/26, reinforcing ample feed-ingredient availability and limiting price rallies across the soybean complex, according to CMB News.
