Corn Falls, Exports Rise, Nerves Tighten | AG Bull Media
Ag Bull Media
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• Corn production trimmed, carryout still higher
• Fringe states offset I‑state cuts in corn
• Soybean exports ceded to Brazil and Argentina
• CONAB vs USDA gaps on Brazil output
• Cotton yield gains in Texas pressure prices
• Daily sales resume with big Mexico corn buy
• No repeat of a Great Grain Robbery scenario
• Lenders see rising credit stress and equity burn
• Cattle cycle tightness and policy signals
• Rates near 4 percent keep financing costly
• Tariff pivot on non‑produced imports eases inflation
• Trade aid likely, size and timing adjusted
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