Daily Ag Direction 9/25/25
Grains are in the green this morning as Argentina's export tax pause has run its course after stimulating a round of sales that included wheat to Brazil, beans to China, and meal to the EU. Wheat export sales came in towards the top of trade guesses and supportive action from corn and beans has wheat pressing the 20 day moving average. Corn is still feeling resilient with values breaching the 100 day moving average overnight, supported by talks of yield cuts in the corn belt. Recent high of 4.3125 on the Dec remains the target to take out to fill that overhead gap and trigger more buying. Beans saw exports come in at the low end of the range and still no China business, but news of Argentina reinstating their export tax cracks the door for US export opportunities.
Dec corn is +1 at 4.25
Nov beans are +3 at 10.12
Dec KC wheat is +2.5 at 5.09
Jul '26 KC wheat is +2 at 5.58
Dec Chi wheat is +3 at 5.22
Jul '26 Chi wheat is +2.5 at 5.63
Oct Feeders are -4.200 at 355.425
Oct live cattle are -1.800 at 232.325
If you have any questions, please reach out to your CEA Risk Management Advisor and have a great day!
Matt Hartwell (316) 617-0690
