Best time to sell corn has already passed

The corn market is facing a scenario of pressure, with prices impacted by internal and external factors. According to TF Agroeconômica, the best window for sales has already passed and should never coincide with the harvest period, when prices tend to be the lowest of the year. The recommendation is to sell before or after, preferably fixing prices in the futures markets of B3 or Chicago, avoiding delivery risks and ensuring attractive values.

Among the bullish factors, the significant volume of U.S. exports last week stands out, surpassing expectations and indicating robust demand, even amid tariff tension. The USDA reported sales of 3.16 million tons for 2025/2026, above what traders had predicted. However, the market is still evaluating whether this movement is the result of consistent demand or anticipation of purchases in the face of possible trade retaliations. Nevertheless, bearish factors predominate. The forecast of a record crop in the U.S., with private estimates reaching 414.6 million tons, coupled with favorable weather conditions (73% of the crops in good or excellent conditions), is pressuring prices. In Brazil, the safrinha harvest is advancing rapidly, with elevated forecasts by Conab and StoneX, potentially leading to a total production above 139 million tons. Added to this are the uncertainties of the ...