November 2025
Even with record farmer deliveries, commercial inventories are drawn down by heavy export movement.
LeftField Commodity Research conducts data-driven market analysis and economic research for Canadian crop markets. Their work is independent and unbiased, focusing heavily on “the numbers” rather than opinions or wishful thinking. LeftField’s approach isn’t about predicting the future but rather performing the reconnaissance that gives clients greater confidence in their decision-making.
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Subscribe to Market InsiderEven with record farmer deliveries, commercial inventories are drawn down by heavy export movement.
Cereal grain production rose in 2025, with possible upward revisions later from StatsCan.
Canadian wheat supplies are on the tighter side this season and next, helped by record exports in 2024/25 and likely strong movement again in 2025/26.
Canadian exports were record-high in 2024/25.
Canada is showing strong farmer deliveries and record exports into the final weeks of the marketing year.
Canada continues to export at a robust, pace, drawing down supplies.