Speculative investors have sharply reduced their bullish exposure to U.S. corn, with CFTC Corn speculative net positions dropping to 58.7K contracts, down from 120.9K previously. The latest data, updated on 16 December 2025, signal a notable cooling in speculative sentiment toward the grain market.
The near-halving of net long positions suggests that traders are reassessing the outlook for corn prices, potentially in response to shifting expectations around supply, demand, or broader macroeconomic conditions. While the data do not indicate the underlying drivers, the move underscores increased caution among speculative participants in the U.S. corn futures market.
