
I concluded my January 16 Barchart quarterly report on the grain and oilseed markets with the following:
Global population growth increases the demand side of grain and oilseed fundamental equations, and each year, supplies must keep pace with the growing demand. The current price levels could limit downside risks, while the upside could be explosive if weather conditions create shortages.
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I am cautiously bullish on grain and oilseed prices in 2026, as the risk-reward favors the upside.