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The Wednesday HOT TAKE

The Wednesday HOT TAKE

June 25

Jun 25, 2025
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No Bull
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The Wednesday HOT TAKE
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Ten HOT Nuggets

10 | Not so HOT

Ooof, the Dec corn seasonal chart did it again…

New crop corn futures extended their losing streak again today, closing near $4.22 (yellow) - down more than 20 cents over the past four sessions.

Old-crop contracts weren’t spared either, with July making a new contract low near $4.10 on the close.

Ideas of larger-than-expected old crop stocks, month end, quarter end, and relatively benign weather all contributed to the losses.


9 | A kick in the shorts

Fund action has been relentless in recent weeks, as their selloff continues to drive the market to new lows.

In the latest reporting week ending June 17, managed money liquidated existing longs and added new shorts totaling 21,000 contracts (105 million bushels), pushing their net short to the largest since August of last year.

In just four months time, funds have dumped 2.7 billion bushels’ worth of corn — twice the size of the current old-crop carryout — dragging futures down 70 cents.

There has only been one week of notable buying since mid-February: in mid-April, following Trump’s pause on retaliatory tariffs.


8 | A watered down heatwave

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