Possible scenario
Demand Absorbs Supply
20% Chance
Lower futures attract import demand and domestic users, preventing the yield increase from becoming a deeper bearish move. Corn prices stabilize as export sales, livestock feeding, and ethanol margins absorb some of the expected supply increase.
Secondary impacts
- Non-Energy Materials +0.4%
- Consumer Non-Cyclicals -0.3%
- Energy +0.2%
- Industrials +0.2%
Tickers
- ADM+1.6%
- GPRE+1.3%
- +1.1%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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