corn surplus and export disaster, rivals advance | EUROtoday

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The industrial duties imposed by the United States danger turning right into a sensational personal objective, particularly for the agricultural sector. This is what emerges from the most recent forecasts of the Internazional Grains Council (IGC), which report a fall of exports of American corn within the face of 1 explosive progress of sharesestimated at a rise of 31% within the 2025-26 marketing campaign.

The United States, in line with the IGC, begin to report probably the most plentiful corn harvest ever: 397.4 million tons, with a rise of 5.2% in comparison with the earlier yr. However, this manufacturing report is accompanied by a industrial outlet disaster that dangers strongly weighing down the warehouses of American farmers.

Exports down, worldwide diverted demand elsewhere

The paradox is obvious: whereas The world mais query stays stablemany importers are avoiding the American origin, in retaliation in opposition to the protectionist measures launched by Washington. The consequence is a hijacking of economic flows in the direction of various suppliers, to start with Brazil and Ukraine, which earn land in world competitors.

The figures are eloquent. The United States, in line with the EGC estimates, will lose about 6 proportion factors of market share globally. Exports will fall to 65.2 million tons, accentuating the problem of American operators in putting an ungainable manufacturing surplus overseas. Despite the excessive demand for corn for zootechnical use-with a provision of 749.3 million tons for the “feed use” in 2025-26, rising by 2.4%-the US silos stay full, and the possibilities of lightening shares with exports are more and more restricted.

Competition grows: Brazil and Ukraine within the lead

In the meantime, the principle worldwide rivals strengthen their presence available on the market. Brazil, favored each by an enlargement of the areas cultivated and by more and more excessive manufacturing, consolidates a double-digit progress within the 2024-25 marketing campaign. For 2025-26 an additional leap of two.7percentis predicted, with a manufacturing that can contact 131 million tons.