November WASDE: what changed for corn, soy and South America
November 12, 2026
About this session
Commodity analysts swap views after every WASDE. In November we recorded our call. Helios AI’s João Morciani is joined by Tore Alden and Felipe Baptista of Round Lakes Commodities (RLC) to talk through what’s driving grain and oilseed prices into 2027. They cover diesel and the Black Sea, China’s soybean demand and a fast-planted South American crop.
- Why prices are likely to stay under pressure as stocks rebuild, and what could change that
- How the November WASDE moved markets, and where RLC’s Brazil and Argentina numbers differ from USDA’s and Conab’s
- Why Brazil’s soybean area is growing at its slowest pace in 20 years even as planting runs ahead of normal
- What Helios data shows about El Niño in Brazil so far: a wetter south and a hotter, drier center-west
- Why diesel could stay expensive even if oil prices ease
SPEAKERS
Senior Agricultural Analyst @ Helios AI
Founding Partner @ Round Lakes Commodities
Agricultural Market Analyst
GO DEEPER
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November WASDE: what changed for corn, soy and South America
Commodity analysts swap views after every WASDE. In November we recorded our call. Helios AI’s João Morciani is joined by Tore Alden and Felipe Baptista of Round Lakes Commodities (RLC) to talk through what’s driving grain and oilseed prices into 2027. They cover diesel and the Black Sea, China’s soybean demand and a fast-planted South American crop.
Helios AI Deminar: Fall 2026 Product Showcase
Helios AI Live is back, and this fall there is a lot to show. In 45 minutes, the people who built it will demo a rebuilt Horizon, the new vegetable oils and grains dashboard, the Personalized Intelligence Suite, our Claude integration, and a first look at the disruption impact center. Live, no slides, with time for your questions.
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Personalized commodity intelligence for the teams that feed the world.
