U.S. corn farmers are entering the 2026 planting season facing mounting economic pressure from rising input costs, volatile weather conditions, and global competition.

Although planting acreage is expected to remain high, experts warn that overall production may fall short of last year’s record levels. A key factor is the sharp increase in fertilizer and fuel prices, driven largely by geopolitical tensions and disruptions in global energy supply.

Farmers are now required to sell significantly more corn just to cover fertilizer costs, a situation described as one of the most challenging cost environments in recent years. Diesel prices have also surged, adding further strain on agricultural operations.

At the same time, competition from countries like Brazil is intensifying, while shifting trade dynamics with China add another layer of uncertainty.

Weather conditions could also play a crucial role. While planting has started at a normal pace, forecasts suggest wetter-than-usual conditions in key growing regions, which could disrupt progress. Additionally, the potential return of El Niño later in the season may affect crop yields.

Analysts say even small changes in yield could have a major impact on global supply, highlighting the fragile balance in agricultural markets this year.

Source: Reuters