Agricultural markets face uncertainty amid USDA reports and rising sunflower yields

The international grain market is entering a period of caution as investors await the United States Department of Agriculture (USDA) monthly supply and demand report and the upcoming Crop Tour. These events are expected to be decisive for short-term price trends. In the soybean sector, analysts project U.S. production at approximately 121.7 million tons, with final stocks expected to decrease slightly from 8.5 to 8.3 million tons. While 63% of U.S. soybean crops are in good to excellent condition, this is a decrease from 69% last year.

In Argentina, the sunflower crop is experiencing significant growth. The 2025/26 campaign has seen over 3 million hectares planted, with an estimated production of 7.2 million tons—a 28.6% increase over the previous campaign. This expansion is driven by the crop's ability to adapt to drought conditions and increasing demand from the oilseed industry. In the Santa Fe province, planted areas have seen marked increases, particularly in the central and northern regions.