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2025-12-16 18:19:42
[Stock Market Revisions Shift French Grain Exports "Inside" the EU] ⑴ FranceAgriMer's latest forecast for the 2025/26 crop year shows that French soft wheat exports to regions outside the EU are projected to decrease to 7.6 million tons, down from the previous month's forecast of 7.85 million tons. ⑵ Meanwhile, wheat exports to the EU are projected to increase to 7.39 million tons, up from the previous month's forecast of 7.05 million tons, indicating a shift in trade flows. ⑶ Regarding ending stocks, soft wheat stocks are projected to decrease to 2.74 million tons, down from the previous month's forecast of 2.83 million tons. ⑷ Barley ending stocks are projected to decrease to 1.46 million tons, down from the previous month's forecast of 1.7 million tons. ⑸ Corn ending stocks are projected to decrease to 1.86 million tons, down from the previous month's forecast of 1.97 million tons. ⑹ The collective downward revision of major grain stock forecasts may suggest a tighter supply-demand balance than previously expected, especially with increased wheat exports to the EU and decreased exports abroad, potentially reflecting changes in regional demand structure or competitiveness.
