SunSirs: Brazil’s Corn Exports Surge Forecast
December 12 2025 14:22:13 SunSirs (Selena)
ANEC stated that Brazil's corn exports in December 2025 will reach 6.3 million tons, higher than the forecast of 4.99 million tons a week ago, an increase of 74.0% from 3.62 million tons in December 2024, and also higher than 5.92 million tons in November.
The article shows that Brazil's corn export volume is expected to reach 6.3 million tons in December 2025, higher than the previously predicted 4.99 million tons and 3.62 million tons in the same period of 2024 (an increase of 74%). Strong exports indicate an increase in global supply, which poses significant negative pressure on corn spot prices and may lead to oversupply in the domestic spot market, causing downward pressure on prices. Based on recent data on corn futures, the main contracts 2601 (settlement price of 2,231 RMB/ton on December 10, 2025, down 12 RMB/ton) and 2605 (closing price of 2,265 RMB/ton, down 1 RMB/ton) on the Dalian Commodity Exchange have both shown a downward trend, and the decrease in holdings reflects market bearish sentiment. This export news may exacerbate the risk of futures price decline and strengthen the bearish trend.
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