AEI.ag | Producers Shift Acres When Profits Change, So The Corn-Bean Battle Heats Up
We walk through the real signals under today’s commodity markets, from U.S. and global ending stocks to why corn and soy picked up acres despite lean margins. Then we map where acres will actually shift in 2026 and share a practical framework for risk, insurance, and contribution margin.
• U.S. ending stocks measured in acres across 13 crops and why 40 million is a headwind but not a glut
• World ex‑China stocks tightening and what that means for tradable supply
• Why corn and soy gained acres as wheat and cotton weakened
• How crop insurance changes dryland decisions in the Plains
• The soybean‑corn ratio at 2.36 and its 2.2 million‑acre swing per 0.1 move
• Expected shifts from the Great Plains and Dakotas to the Delta
• Planning the final 20% of rotation with live budgets
• Operating margin leverage and stronger risk management with ARC, PLC, SCO and ECO
At the beginning of the year, these shows will be just for premium clients, people who are clients of Ag Bull Trading and Ag Bull Media
Please like and subscribe @agbullmedia
Watch Us on U-Tube AG Bull Podcast
(105) AG Bull Podcast - YouTube
www.agbull.com
AG BULL Media
E-Mail tg@agbull.com
Thank you, Tommy G
