AEI.Ag | Corn Or Soybeans? The 2026 Acreage Battle
Description
We break down why cash rent outperforms in booms but lags in lean years, and how flex and share contracts shift risk when margins tighten. We map the corn–soybean tilt across regions, unpack China’s stockpiles, and set a practical plan for selling into strength amid missing reports.
• cash rent versus flex and share in lean and boom years
• why averages mislead when planning risk
• regional yield and price ratios steering corn or soybeans
• $150-per-acre swing from local assumptions
• China’s grain stockpiles and trade war shifts
• rallying beans, weaker export signals, tighter basis
• navigating uncertainty without key reports
• AEI’s data-led strategies for 2025–2026
• long-run demand from income growth and energy uses
For the charts mentioned, email: tg@agbull.com or contact AEI at AEI.ag
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Thank you, Tommy G
United States
