The Great Grain Reversal Wheat Crashes While Corn Climbs

The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets · Jul 27, 2026 · 3m · transcript

In this episode of The Commodities Economy, Lucas and Luna examine a striking divergence in grain markets as of July 27, 2026. Wheat futures have plunged 6.8% in five days to 658 cents per bushel, while corn has edged up 2.4% to 473.25 cents. The hosts break down the forces behind this reversal: Russia and Ukraine harvesting a bumper wheat crop that depresses global prices, versus U.S. corn supplies tightening due to strong ethanol demand and reduced planted acreage. They also touch on the broader economic backdrop of cooling CPI and the implications for food inflation. A must-listen for…