Global Ag News For Sept 16.2025

TOP HEADLINES

Tyson Foods to Eliminate Corn Syrup From Products by Year-End

Tyson Foods Inc. said it plans to eliminate corn syrup and other ingredients from its products by the end of the year, echoing calls by the Trump administration for changes in the US food supply.

The meat producer’s goal is to stop using high fructose corn syrup, sucralose, BHA/BHT and titanium dioxide in the production of products sold under brands including Tyson, Jimmy Dean and Hillshire Farm, the Springdale-Arkansas company said in Monday a statement.

That’s the latest example of a US food company reformulating its products in response to the Trump administration’s health agenda. The so-called “Make America Healthy Again Commission,” led by Health and Human Services Secretary Robert F. Kennedy Jr., has partly blamed the rise in chronic diseases on some ingredients and chemicals in the food supply. The commission has singled out processed sugars like high-fructose corn syrup and “ultra-processed grains,” linking them to conditions such as type 2 diabetes and childhood obesity.

Earlier this year, Tyson Foods removed synthetic dyes from its domestic branded products. Other large foods companies — including Conagra Brands Inc., Nestle SA, Kraft Heinz Co. and General Mills Inc. — have taken similar steps. In July, the Coca-Cola Co. announced a new Coke product made with US cane sugar instead of corn syrup.

Tyson shares were down as much as 0.4% in New York on Monday.

 

FUTURES & WEATHER

Wheat prices overnight are up 1 3/4 in SRW, up 1 3/4 in HRW, down 1 1/4 in HRS; Corn is up 1 3/4; Soybeans up 3 1/2; Soymeal down $0.50; Soyoil up 0.55.

For the week so far wheat prices are up 3 1/4 in SRW, up 3/4 in HRW, down 1 1/4 in HRS; Corn is down 5; Soybeans down 1/4; Soymeal down $3.60; Soyoil up 0.65.

For the month to date wheat prices are down 7 1/2 in SRW, down 4 in HRW, down 9 1/2 in HRS; Corn is up 4 3/4; Soybeans down 8 1/4; Soymeal down $3.80; Soyoil up 0.67.

Year-To-Date nearby futures are down 4.5% in SRW, down 7.8% in HRW, down 4.2% in HRS; Corn is down 7.3%; Soybeans up 4.8%; Soymeal down 7.4%; Soyoil up 31.5%.

Chinese Ag futures (NOV 25) Soybeans down 8 yuan; Soymeal down 5; Soyoil up 62; Palm oil up 114; Corn down 9 — Malaysian Palm is down 9.

Malaysian palm oil prices overnight were down 9 ringgit (-0.20%) at 4445.

 

There were changes in registrations (-28 Corn, -12 Soybeans). Registration total: 34 SRW Wheat contracts; 155 Oats; 126 Corn; 172 Soybeans; 707 Soyoil; 48 Soymeal; 419 HRW Wheat.

Preliminary changes in futures Open Interest as of September 15 were: SRW Wheat up 228 contracts, HRW Wheat up 196, Corn down 12,556, Soybeans down 4,333, Soymeal up 4,671, Soyoil up 492.

 

Daily Weather Headlines: 15 September 2025

• NORTH AMERICA: Heavy precipitation across the U.S. Plains and western Midwest will likely delay fieldwork in the next 5 days, with the largest totals expected in and around South Dakota/Nebraska
• SOUTH AMERICA: Expected wet weather across the Pampas region of Argentina during the next 10 days will act unfavorably for already oversaturated croplands throughout
• EUROPE: Warmth is likely to dominate the weather pattern across most of Europe during the next 7-10 days
• TROPICS: There is a high chance of tropical development in the Central Atlantic this week
• TELECONNECTIONS: The Antarctic Oscillation (AAO) is likely to remain in a negative phase event through the next 1-2 weeks

 

A STRONG SHIFT OF WEATHER IN THE NEXT WEEK ACROSS SOUTH AMERICA

What to Watch:

• A transition into cool/wet conditions expected across Brazil and Argentina over the next 10 days
• Heavy rains over the weekend may cause renewed waterlogging in portions of the Pampas
• High rainfall in Southeast Brazil should support coffee blooming

  

Brazil Rio Grande do Sul / Parana: Scattered north Tuesday. Mostly dry Wednesday-Thursday. Isolated showers Friday. Temperatures above normal through Friday.

Brazil Mato Grosso, MGDS and southern Goias: Isolated showers Tuesday, northwest Wednesday-Friday. Temperatures above normal through Friday. 

Central/Southern Plains: Isolated to scattered showers through Friday. Temperatures above normal through Wednesday, near to above normal Thursday-Friday. Outlook: Isolated to scattered showers Saturday-Sunday. Mostly dry Monday-Wednesday. Temperatures near to above normal Saturday-Sunday, above normal Monday-Wednesday. 

Midwest West: Isolated showers through Wednesday. Scattered showers Thursday-Friday. Temperatures above to well above normal through Wednesday, above normal Thursday-Friday.

Midwest East: Mostly dry through Thursday. Isolated to scattered showers west Friday. Temperatures above normal through Friday. Outlook: Isolated to scattered showers Saturday-Tuesday. Mostly dry Wednesday. Temperatures above normal Saturday-Wednesday.

 

The player sheet for 9/15 had funds: net buyers of 1,500 contracts of SRW wheat, sellers of 12,000 corn, buyers of 3,000 soybeans, sellers of 500 soymeal, and sellers of 1,000 soyoil.

TENDERS

• CORN SALES: The U.S. Department of Agriculture confirmed private export sales of 148,971 metric tons of U.S. corn to undisclosed destinations for shipment in the 2025/26 marketing year.
• VEGETABLE OIL SALES: Egypt’s state grains buyer Mostakbal Misr told Reuters it booked six vegetable oil shipments of over 74,000 metric tons from Black Sea countries, including Russia, Ukraine, Bulgaria, and Romania.
• FEED GRAIN TENDERS: Iranian state-owned animal feed importer SLAL issued international tenders to purchase up to 120,000 metric tons of animal feed corn, 120,000 tons of feed barley and 120,000 tons of soymeal.

PENDING TENDERS

• WHEAT TENDER: A state grains buyer in Syria issued an international tender to purchase about 200,000 tons of soft milling wheat
• CORN, BARLEY AND SOYMEAL TENDER: Iranian state-owned animal feed importer SLAL issued international tenders to purchase up to 120,000 tons of animal feed corn, 120,000 tons of feed barley and 120,000 tons of soymeal
• WHEAT TENDER: Jordan’s state grain buyer issued an international tender to buy up to 120,000 tons of milling wheat, which can be sourced from optional origins.
• FEED BARLEY TENDER: Jordan’s state grains buyer issued an international tender to purchase up to 120,000 tons of animal feed barley.

 

 

 

 

TODAY

US Inspected 1.512m Tons of Corn for Export, 804k of Soybeans

In week ending Sept. 11, according to the USDA’s weekly inspections report.

• Soybeans: 804k tons vs 468k the previous wk, 474k a yr ago
• Wheat: 755k tons vs 429k the previous wk, 590k a yr ago
• Corn: 1,512k tons vs 1,443k the previous wk, 569k a yr ago

 

US Corn, Soybean, Wheat Inspections by Country: Sept. 11

Following is a summary of USDA inspections for week ending Sept. 11 of corn, soybeans and wheat for export, from the Grain Inspection, Packers and Stockyards Administration, known as GIPSA.

• Soybeans for Italy-bound shipments made up 126k tons of the 804k total inspected
• Mexico was the top destination for corn inspections, and also led in wheat

 

NOPA August US soybean crush dips to 189.810 mln bushels but tops estimates

The U.S. soybean crush pace declined in August to the slowest in nearly a year, according to National Oilseed Processors Association (NOPA) data released on Monday, as processors idled some facilities for maintenance ahead of the fall harvest.

NOPA members, which account for nearly all soybeans processed in the United States, crushed 189.810 million bushels last month, above expectations and a record volume for August. The crush was down 3.0% from 195.699 million bushels in July but up 20.1% from the August 2024 crush of 158.008 million bushels.

The crush implied an average daily crush of 6.123 million bushels, the slowest pace since September, according to NOPA data.

The monthly report included crush data for the first time from new NOPA member Norfolk Crush in Nebraska, and the trade association now represents more than 99% of all U.S. soybean processing capacity, according to NOPA president and CEO Devin Mogler.

The August crush had been expected to fall to 182.857 million bushels, according to the average of estimates from nine analysts surveyed by Reuters. Estimates ranged from 180.000 million to 185.562 million bushels, with a median of 182.750 million bushels.

Soyoil stocks among NOPA members as of August 31 dropped to an eight-month low of 1.245 billion pounds, down 9.7% from stocks of 1.379 billion pounds at the end of July but up 9.4% from the 1.138 billion pounds in stocks a year earlier.

Stocks, on average, were expected to dip to 1.298 billion pounds, according to estimates from seven analysts. Estimates ranged from 1.100 billion to 1.520 billion pounds, with a median of 1.318 billion pounds.

 

Brazil’s soybean planting hits 0.12% of area, AgRural says

Brazil’s soybean planting for the 2025/26 season had reached 0.12% of the total expected area as of September 11, agribusiness consultancy AgRural said on Monday, noting dryness in the nation’s Center-West was potentially disrupting work.

The pace in the current sowing season that runs from September typically through November in the Center-West is slightly above the 0.06% reported at the same time in the previous season, AgRural said.

AgRural predicted that Brazilian farmers will plant soybeans on ​48.6 million hectares (120 million acres) this season, calculating record output of 176.7 million tons based on historical yield trends.

Last week, one consultancy and the industry said Brazil is expected to reap around 180 million tons of soy in the new season.

Soybean farmers have started sowing fields in the states of Parana, Mato Grosso and Sao Paulo, according to AgRural.

“Although we cannot yet speak of a delay, the pace (of planting) in Mato Grosso is still slow due to low humidity,” AgRural’s statement said, referring to Brazil’s biggest farm state.

Meanwhile planting of the country’s first corn crop, which will represent about a fifth of total corn output this season, has reached 17% of the projected area in the key center-south region, below the 19% reported a year earlier, AgRural added.

Safras & Mercado, another consultancy, predicted that Brazilian farmers will reap 25.47 million tons of first corn, while total corn production will reach 142.49 million tons in 2025/26, almost 2.5 million more than in the previous season.

Safras in a statement on Monday cited potentially higher average corn yields and an 8% growth in an area planted with corn in the North and Northeast as driving expectations of higher output.

 

Brazil 2025/26 C-S Summer Corn Output Seen at 25.4m T: Safras

Expected summer corn production would be higher than the previous year’s 24.73 million metric tons, according to an emailed statement from consultancy Safras & Mercado.

• Total national corn production has potential to reach 142.49 million tons in the 2025/26 season, compared to 140.05 million tons expected for the 2024/25 harvest: Safras

 

Ukraine Crop Yields Seen Mixed as East, South Hit by Heat: MARS

Ukraine’s crop yields for the 2025-26 season varied across the country as hot weather hit the eastern and southern oblasts, the European Union’s Monitoring Agricultural Resources unit said Monday.

• Regions saw well below average yields for summer crops
• The north and west of the country saw more adequate rainfall and positive yields despite delayed development
• Winter wheat and sunflower yields are seen below the five-year average
• At the national level corn and soybean yields are forecast to be above the five-year average

 

Vietnamese feed makers buying Canadian canola meal after China duties, sources say

Feed millers in Vietnam are taking advantage of bargain prices with rare purchases of Canadian canola meal after China, its traditional buyer, curbed imports by imposing hefty anti-dumping duties earlier this year, three traders said on Tuesday.

Vietnamese millers have been importing around 30,000 metric tons a month of Canadian canola meal, used mainly in animal feed, for the past few months, two Singapore-based traders and one Ho Chi Minh-based trader told Reuters on the sidelines of an international industry conference in Jakarta.

The purchases show how trade frictions are disrupting global flows of goods. Vietnam typically imports soymeal, not canola meal, for animal feed, but the drop in price since China imposed duties on Canadian shipments has made canola meal far more attractive.

Vietnamese feed makers were paying $220 per metric ton, including cost and freight, for Canadian canola, compared to around $300-$310 per ton paid by Chinese buyers before the duties were imposed in March, according to traders.

“The volumes are not huge as compared with what China was buying, but shipments are heading to Vietnam,” said one of the Singapore traders. “We expect more deals in the coming months.”

The traders declined to be named as they were not authorised to speak to the media.

Canadian officials had constructive talks with their Chinese counterparts about Beijing’s duties during a recent visit, Prime Minister Mark Carney’s office said in a statement on Friday.

China, the world’s largest importer of canola, imposed preliminary duties of 75.8% on Canadian canola seed imports in August.

Earlier, Beijing had imposed a 100% retaliatory tariff on imports of rapeseed meal and oil from Canada, effective March 20.

Some Canadian canola meal cargoes, which arrived in China after the 100% duty took effect and are now stuck in bonded warehouses, could be redirected to Vietnam, traders said.

Up to 400,000 metric tons of canola meal are sitting in secure warehouses near Chinese ports, with importers facing a 100% duty if they release the cargoes for sale in the domestic market.

“Trading companies which have Canadian canola lying in China are trying to sell to feed companies in Vietnam,” said the second Singapore trader. “But the demand is not very big.”

 

Asia millers buy more US wheat on competitive prices, Black Sea delays

• Indonesia, Bangladesh, Sri Lanka secure U.S. wheat deals
• U.S. soft white wheat sold at $270/T, hard wheat at $275/T
• USDA raises U.S. wheat export forecast for 2025/26

Flour millers in Asia have ramped up imports of U.S. wheat in recent weeks, driven by competitive prices from American suppliers and delays in shipments from the Black Sea, according to grain traders at an international conference.

Indonesian importers have finalised deals for around 500,000 tons, while buyers in Bangladesh secured about 250,000 tons and millers in Sri Lanka acquired around 100,000 tons, two grain traders said on the sidelines of the event in Jakarta.

“Millers are taking both U.S. soft white wheat and hard red winter wheat varieties,” said one regional trader. “There were some weather issues which delayed cargoes from the Black Sea region and U.S. prices have been pretty competitive.”

This is additional demand for U.S. wheat in Asia, complementing purchases by traditional buyers such as Thailand, the Philippines and Taiwan, they said.

Citing a recent deal, one of the traders said U.S. soft white wheat was sold at $270 per metric ton, including cost and freight to a buyer in Southeast Asia, while hard red winter variety was sold at $275 per ton.

Both traders attending the industry event did not want to be identified as they are not authorised to speak to media.

Southeast Asian nations are expected to increase U.S. grain and oilseed purchases, reshaping trade flows after signing agreements with the Trump administration that have displaced supplies from Australia, Canada and Russia.

“Countries have made their commitment to take more U.S. grains but we think these deals are largely driven by commercial reasons,” the second trader. “U.S. prices are competitive for buyers to take U.S. cargoes.”

Indonesia’s Wheat Flour Mills Association has signed a memorandum of understanding with U.S. counterparts to buy at least 1 million tons of U.S. wheat per year from 2026 to 2030. Meanwhile, Bangladesh had committed on July 20 to import 700,000 tons of American wheat annually to strengthen trade ties.

The U.S. Department of Agriculture in its monthly global supply-demand report last week raised U.S. wheat exports to 24.5 million tons for the 2025/26 crop year, up from 23.5 million tons estimated a month ago.

 

WHEAT/CEPEA: Harvesting progresses in Paraná; values move down in Brazil

The harvesting of the new wheat season is starting to gain pace, especially in Paraná. Thus, sellers are operating more in the spot market.

Purchasers, in turn, are away from closing trades, claiming they are supplied with the product imported in months before. However, it is worth noting that the pace of imports slowed down in the first week of September – data from Secex indicate that the daily pace was 20.1% smaller in the period compared to September/24. This scenario and the dollar devaluation against Real pressed quotations down in Brazil.

According to data from Cepea, between September 5 and 12, in the wholesale market (deals between processors), values dropped 1.29% in Rio Grande do Sul, 2.32% in São Paulo, 1.34% in Paraná and 2.46% in Santa Catarina. The prices paid to wheat farmers (over-the-counter market) moved down 0.37% in Santa Catarina, 0.08% in Rio Grande do Sul and 3.12% in Paraná. The US dollar decreased 1.07% against Real in the same period, at BRL 5.355 on Sept. 12.

 

France Raises Wheat-Crop Output; Cuts Corn Est. on Summer Heat

France’s soft-wheat output is now seen at 33.3m tons this year, up from August’s estimate of 33.1m tons, according to an agriculture ministry report on Tuesday.

• That’s up 30% from 2024’s historically low production and 4.7% above the five-year average
  • NOTE: France’s soft-wheat harvest ended last month
• The winter-barley harvest is now seen at 8.5m tons, up slightly from last month’s estimate of 8.4m tons
• Corn production, excluding seeds, is seen at 13.4m tons, down from August’s estimate of 13.7m tons. That’s due to heat waves and drought during the summer
  • Yields seen down about 8% y/y
  • NOTE: France’s corn harvest recently started
• Durum-wheat production seen at 1.26m tons, in line with previous outlook
• Winter-rapeseed harvest outlook was raised to 4.6m tons from 4.5m tons

 

Nebraska confirms first case of bird flu in dairy cattle herd

Nebraska confirmed its first case of bird flu in a dairy cattle herd, the U.S. Department of Agriculture said on Monday, showing the virus continues to spread in livestock after an outbreak began last year.

Dairy cattle in 17 states have been confirmed to be infected since the start of the outbreak in March 2024, though reports of cases generally have slowed since last year, according to the USDA. California, Michigan, Nevada, Idaho, Arizona and Texas also reported cases in herds this year.

Infected cows often produce less milk, consume less feed and suffer other symptoms.

Bird flu viruses circulating in dairy cows and birds pose a low risk to the general public, according to the U.S. Centers for Disease Control and Prevention. Farm workers who come in contact with infected animals are more at risk.

Since 2024, the virus has infected 70 people, mostly workers on dairy farms, according to the CDC.

Pasteurized milk sold to consumers is safe because pasteurization has been shown to inactivate the virus, the USDA said in a statement.

The herd in Nebraska is located in the central part of the state and has been quarantined, according to the Nebraska Department of Agriculture.

The strain of the virus is similar to a strain from California, the top U.S. milk-producing state, which had a major outbreak last year and found more cases in 2025, the department said.

Nebraska is a major producer of cattle raised for beef, though bird flu has not been confirmed in U.S. beef cattle.

 

USDA considering economic aid for farmers this fall, says secretary

The U.S. Department of Agriculture is working with Congress to evaluate whether economic aid might be needed for the nation’s farmers this autumn amid trade disputes and record-high yields, Agriculture Secretary Brooke Rollins said on Monday.

U.S. farmers have missed out on billions in soybean sales to China as stalled trade talks halt exports, and the USDA’s recent forecast of a record corn crop this autumn will likely weigh on a farm economy already saddled with low prices and rising fertilizer and seed costs.

Rollins pointed to inflation, high yields and the stalled talks with China as reasons for a year of projected losses for farmers.

“We are working with our colleagues in Congress and closely monitoring markets daily to evaluate the amount of additional assistance that might be needed this fall,” Rollins said at a conference of the National Association of State Departments of Agriculture in Rogers, Arkansas.

Rollins also said the USDA is reviewing fertilizer markets, “ranging from ensuring input suppliers are giving farmers a fair shake, to exploring options to provide relief.”

The first administration of President Donald Trump gave billions in aid to farmers to offset losses from a trade war with China that decimated some commodity exports.

 

 

 

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