Consultancy: corn prices should continue to rise

Recent movement in the international corn market confirms the recovery of prices throughout the second half of 2025, sustained mainly by the increase in external demand. The upward trend is expected to continue until the beginning of 2026, but experts warn of the need to pay attention to the cost of loading the positions that have not yet been commercialized. According to TF Agroeconômica, the producer needs to consider the cost corrections already presented in previous bulletins to avoid losses. Among the supporting factors, the accelerated pace of U.S. exports remains central. According to weekly data from the USDA, sales for the 2025/2026 season reached 1,994,900 tons at the end of October, accumulating 37.36 million tons, a volume 30.68% above that recorded in the previous year and equivalent to almost half of the record target projected by the agency. The ethanol sector also contributes to the positive scenario, with U.S. daily production reaching 1,126,000 barrels, a result ...