12/10/25 Afternoon CommStock Report – White House “Discrepancies” Could Leader to Lower Prices

I experienced a near 70-degree change in temperature this weekend, going from Iowa to Brazil. I suppose it was a good time to leave as the weekly temperature forecast was consistently below freezing. Brazil is in the prime of its soybean growing season and temperatures are below average for this time of year. By “below average”, I mean low 80’s versus upper 80’s. I still had to turn the AC on.   If we had a “Chart of the Week” it would be the one below showing 1.5″ to 6″of rainfall covering every major production region in Brazil this week. Usually, you could find at least some dry spot. But not this week. Everybody is getting a nice soaking rain. Not much changes the following week either as ample rainfall is widespread until Christmas. Only portions of RGDS go without rainfall next week, however, considering they will see the soil moisture profile improve, that should provide them with a buffer. So much for that La Niña bringing dryness to Southern Brazil. There is still time, but the La Niña is seen fading coming into the New Year. We spoke with several producers in Mato Grosso last week who all confirmed…