arcanum analytica
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usda fas · export sales · weekly

export sales

weekly forward bookings and shipments of u.s. corn and soybeans via the usda fas export sales reporting program. each commodity shows both the current and next marketing year against a five-year historical band; the cumulative net-sales chart projects forward from this week's pace, the cumulative shipments chart compares that path against the live wasde target, and the destination chart breaks current outstanding sales and shipments-to-date by buyer.

summary

corn
latest data wk ending 13 aug 2026
current my (2025/26) cmy
net sales   9m bu -679.4% wow
value vs 5y avg vs wasde
cum net sales 2.63b bu +60% 77% of wasde
cum shipped 3.23b bu +61% 95% of wasde
outstanding 224m bu +59%
wasde target
3.40b bu · aug 2026 (psd online)
scenarioeom projvs wasde
current pace continued 3.32b bu -2.4%
analog year (rest-of-my delta) (outstanding sales match · 2021/22) 3.27b bu -3.8%
5y avg pace 3.28b bu -3.4%
weights · bottom-up 0.4 · pace continued 0.3 · analog 0.2 · 5y avg 0.1
arcanum mid (raw)
3.30b bu (-3.0% vs wasde, pre-tilts)
rest of my needs to run
3.10× of 5y avg (+210% vs 5y avg)
countryshares/u zend-stk zcombinedverdict
mexico 24% +1.3σ +1.31σ loose
japan 18% +1.1σ +1.14σ loose
korea, republic of 10% +1.3σ +1.25σ loose
colombia 10% +0.6σ +0.60σ somewhat loose
taiwan 4% -1.9σ -1.86σ tight
aggregate +0.95σ → tilt -1.9%
arcanum mid (adjusted)
3.23b bu (-4.9%, -166m bu vs wasde)
arcanum bias: ▼ modest downward bias
next my (2026/27) nmy
net sales   32m bu -71.5% wow
value vs 5y avg vs wasde
cum net sales 445m bu +6% 14% of wasde
outstanding 448m bu +5%
wasde target
3.28b bu · aug 2026 (psd online)
scenarioeom projvs wasde
current pace continued 540m bu -83.5%
analog year (rest-of-my delta) (outstanding sales match · 2019/20) 585m bu -82.1%
5y avg pace 535m bu -83.7%
weights · bottom-up 0.4 · pace continued 0.3 · analog 0.2 · 5y avg 0.1
arcanum mid (raw)
554m bu (-83.1% vs wasde, pre-tilts)
rest of my needs to run
31.36× of 5y avg (+3036% vs 5y avg)
arcanum mid (adjusted)
554m bu (-83.1%, -2.72b bu vs wasde)
arcanum bias: ▼ wasde likely revised DOWN
soybeans
latest data wk ending 13 aug 2026
current my (2025/26) cmy
net sales   3m bu -243.9% wow
value vs 5y avg vs wasde
cum net sales 1.24b bu -8% 82% of wasde
cum shipped 1.47b bu -20% 97% of wasde
outstanding 69m bu -43%
wasde target
1.52b bu · aug 2026 (psd online)
scenarioeom projvs wasde
current pace continued 1.50b bu -1.2%
analog year (rest-of-my delta) (outstanding sales match · 2023/24) 1.50b bu -1.0%
5y avg pace 1.51b bu -0.6%
weights · bottom-up 0.4 · pace continued 0.3 · analog 0.2 · 5y avg 0.1
arcanum mid (raw)
1.50b bu (-1.0% vs wasde, pre-tilts)
rest of my needs to run
1.24× of 5y avg (+24% vs 5y avg)
countryshares/u zend-stk zcombinedverdict
china, peoples republic of 31% +1.2σ +1.23σ loose
egypt 12% +2.2σ +2.25σ loose
mexico 8% +0.9σ +0.88σ somewhat loose
indonesia 6% +5.4σ +5.43σ loose
japan 5% -0.8σ -0.77σ somewhat tight
aggregate +1.60σ → tilt -3.2%
arcanum mid (adjusted)
1.46b bu (-4.2%, -64m bu vs wasde)
arcanum bias: ▼ modest downward bias
next my (2026/27) nmy
net sales   63m bu +50.8% wow
value vs 5y avg vs wasde
cum net sales 436m bu -15% 26% of wasde
outstanding 436m bu -15%
wasde target
1.66b bu · aug 2026 (psd online)
scenarioeom projvs wasde
current pace continued 546m bu -67.1%
analog year (rest-of-my delta) (outstanding sales match · 2022/23) 522m bu -68.6%
5y avg pace 565m bu -66.0%
weights · bottom-up 0.4 · pace continued 0.3 · analog 0.2 · 5y avg 0.1
arcanum mid (raw)
541m bu (-67.4% vs wasde, pre-tilts)
rest of my needs to run
9.48× of 5y avg (+848% vs 5y avg)
arcanum mid (adjusted)
541m bu (-67.4%, -1.12b bu vs wasde)
arcanum bias: ▼ wasde likely revised DOWN
current marketing year2025/26
weekly net sales
wk net sales: 9m bu · outstanding: 224m bu
039m79m118m158msep 04oct 02oct 30nov 27dec 25jan 22feb 19mar 19apr 16may 14jun 11jul 09aug 06aug 27current myprior my5yr avgbushels
cumulative net sales
wk net sales: 9m bu · outstanding: 224m bu
0701m1.40b2.10b2.80b2.65b2.63b2.62bsep 04oct 02oct 30nov 27dec 25jan 22feb 19mar 19apr 16may 14jun 11jul 09aug 06aug 27current myprior my5yr avg5yr hi/lo bandprojection (5yr hi/avg/lo)bushels
weekly exports shipped
wk shipped: 78m bu · cum shipped: 3.23b bu
024m49m73m98msep 04oct 02oct 30nov 27dec 25jan 22feb 19mar 19apr 16may 14jun 11jul 09aug 06aug 27current myprior my5yr avgbushels
cumulative exports shipped
wk shipped: 78m bu · cum shipped: 3.23b bu
0915m1.83b2.75b3.66b3.40b3.31b3.28b3.25bsep 04oct 02oct 30nov 27dec 25jan 22feb 19mar 19apr 16may 14jun 11jul 09aug 06aug 27current myprior my5yr avg5yr hi/lo bandprojection (5yr hi/avg/lo)outstanding floorwasde targetbushels
outstanding sales balance
wk net sales: 9m bu · outstanding: 224m bu
0373m746m1.12b1.49bsep 04oct 02oct 30nov 27dec 25jan 22feb 19mar 19apr 16may 14jun 11jul 09aug 06aug 27current myprior my5yr avg5yr hi/lo bandbushels
destination concentration
wk net sales: 9m bu
outstanding sales · 2026-08-13shipments to date25%24%19%8%7%18%total: 224m bu29%18%10%10%6%26%total: 3.23b bumexicootherjapankorea, republic ofcolombiaspainunknown0%25%50%75%100%09-0410-1611-2701-0802-1904-0205-1406-2508-06mexicojapankorea, republic ofcolombiaspainrow% of weekly net sales
next marketing year2026/27
weekly net sales
wk net sales: 32m bu · outstanding: 448m bu
031m62m93m125msep 03oct 01oct 29nov 26dec 24jan 21feb 18mar 18apr 15may 13jun 10jul 08aug 05aug 26current myprior my5yr avgbushels
cumulative net sales
wk net sales: 32m bu · outstanding: 448m bu
0217m434m650m867m598m535m484msep 03oct 01oct 29nov 26dec 24jan 21feb 18mar 18apr 15may 13jun 10jul 08aug 05aug 26current myprior my5yr avg5yr hi/lo bandprojection (5yr hi/avg/lo)bushels
outstanding sales balance
wk net sales: 32m bu · outstanding: 448m bu
0216m432m648m864msep 03oct 01oct 29nov 26dec 24jan 21feb 18mar 18apr 15may 13jun 10jul 08aug 05aug 26current myprior my5yr avg5yr hi/lo bandbushels
destination concentration
wk net sales: 32m bu
outstanding sales · 2026-08-13shipments — n/a (next-my)38%19%16%9%8%10%total: 448m buno shipments yetmexicounknownjapanotherkorea, republic ofcolombia0%25%50%75%100%09-2511-2701-0802-1903-1904-1605-2106-1807-1608-13mexicounknownjapankorea, republic ofcolombiarow% of weekly net sales
data: usda foreign agricultural service · export sales reporting (esr api) · wasde targets sourced from usda psd online rebuilt 22 aug 2026 · latest wk 13 aug 2026 · wasde aug 2026 (psd online)
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