09/16/26 Afternoon CommStock Report – Record Demand Keeps Market Afloat – 2027 Fertilizer Is A Buy

The Commstock Report is a twice daily market report. 09/16/2026 Record Demand Keeps Market Afloat – 2027 Fertilizer Is A Buy PLEASE REFER TO THE BROKER COMMENTARY PAGE FOR UPDATES!! Click Above to Watch Brian’s Afternoon Market Update While the September crop report was neutral to slightly bearish, it still leaves the door open for markets to move higher.  There are early reports of harvest beginning to advance and so we should have some early yield reports by the time the next WASDE report rolls around.  I know of one field of short season soybeans already cut in NW Iowa while mine still have a lot of green.  Adjustments can still be made to yield but September rains and cooler temperatures should mitigate additional losses.  We still think it is possible for soybean yield ideas to move higher due to this…but perhaps less so in corn.  A soybean yield of 53+ bpa is still possible.  Not that that appears to matter in the least to the trade.  The market is convinced additional crush demand and Chinese buying will offset yield gains.  So far, they have been proven right. A quick review of our historical corn demand demonstrates that it is at the…