Looking down the road: Our predictions for 2025

• Corn
  • Corn acres will go up on better returns than soybeans
  • Feed demand may shrink due to continued issues of avian flu
  • Exports are being front-loaded but could stall in the second half
  • Could ending stocks equal 2024?
    
• Sugar
  • At what prices will sugar futures be trading in 2025?
  • Strong supplies and slightly lower demand in 2025 to pressure 2026 contracting, but by how much?
• Wheat
  • Ditto or status quo on 2025 vs. 2024?
  • What to expect from 2025/26 U.S. stocks surplus, as well as global stocks
  • Expectations for 2025/26 U.S. wheat exports
  • Two more countries will approve HB4 GMO wheat: Guesses as to who
• Soy complex & edible oils
  • Prevailing prediction: Volatility!
  • Uncertain biofuel and economic pictures provide a broad range of price possibilities
  • Does avian flu spreading to mammals fill more of the conversation in 2025?
• Economy & energy
  • Let’s talk basis cuts from the Fed
  • How will the CPI and GDP hold up?
  • Observations for WTI crude oil: What to expect
• Happy New Year!

Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Director of Commodity Risk Management