From disease to drought, this 2025 crop has been thrown a curve ball late in the season. It’s also pushing the crop to maturity quicker. And with USDA projecting currently projecting a record yield and crop, many analysts say the U.S. crop is likely going backwards in terms of yield, but that doesn’t necessarily mean USDA will cut yield projections next month.
USDA’s August crop production report showed a record-high 2025/26 U.S. corn yield projection of 188.8 bu. per acre and a record-high soybean yield estimate at 53.6 bushels per acre.
But as AgWeb reported earlier this week, southern rust could take a big bite out of the U.S. corn crop this year. The disease is causing turmoil for farmers who have a large crop in the making. In some cases, a Hail Mary fungicide application at R4 up to early dent (R5) might make sense this season, say agronomists. But in severe cases, the disease can wipe out 45% of the yield potential in a field, according to the Crop Protection Network (CPN).
Add to that fresh concerns about drought, as the latest U.S. Drought Monitor shows drought is now covering 33% of the country. When it comes to agriculture, 5% of the corn crop is now considered in drought, 11% of the soybean crop and 30% of the cotton crop.
USDA meteorologist Brad Rippey authored the Monitor this week, saying the drought picture has drastically changed over the past month.
“We’re seeing rapid expansion flash drought across the mid-south, lower Midwest into the Northeast,” Rippey says. “All of this drought has come on in just the last few weeks. At the end of July, we were virtually drought free in the Midwest, so to see these yellows and tans starting to light up, that is reflective of the overall dryness. Of course, it’s a different story in the West where we’ve got drought really deeply entrenched. But from the big picture here, a lot of focus on those developing drought areas from the mid-South into the northeast.”
Rippey says as the taps turned off for some areas, some portions of the Eastern Corn Belt are seeing their driest August on record. He says that dryness is extending westward into parts of the southern and eastern Corn Belt.
“Agriculturally, all eyes are on the Northern Mississippi Delta into the Ohio Valley and the southern Corn Belt. A lot of those areas are receiving less than half of the normal rainfall during the month of August. A few areas have less than 25% of normal,” Rippey says. “And with those taps turning off, that is depleting topsoil moisture. We’re going to have to wait and see with crop production in September to see how the crops have handled this late dryness.”
Rippey says, on a positive note, temperatures have remained mild. So, even though the moisture has been sparse or absent, at least temperatures didn’t amplify the situation. But a dry August is still a concern.
Impact on Yield
Peter Meyer, who helped lead Pro Farmer Crop Tour in the east last week, says with the amount of dryness that’s entered the picture —and the fact that disease has exploded in many Midwest fields over the past week — he thinks the crop is getting smaller, not bigger. But that’s something that likely won’t show up until USDA factors in test weight, which will be the October report.
“I think the crop has gone backward since [Pro Farmer] Crop Tour,” Meyer says. “When I start to look at some of these numbers for the month of August, it was extremely dry in many, many areas. We’re talking the top 10 or 15 dry years out of the last 150, 160 years. So, that’s why the crop ran out of gas. It had a lot of moisture. The heat was there. It pushed a crop further and faster. I think we have an issue.”
Meyer says based on those factors, he’s dropped his yield estimate from the 183 bu. per acre he personally projected during Crop Tour last week.
“But I’m still not below 180 [bu. per acre]. I think we’re going to have an early harvest, and I think we’re going to have an earlier harvest in beans, too. That’s represents a problem here as far as the market is concerned.”
“It definitely feels like it’s going backward,” said Jim McCormick with AgMarket.net on U.S. Farm Report. “When we talk to our clients, which we have some all across the country, they are really concerned about it. Probably a little bit more in the east and the west where we’ve seen some of the driest conditions in 130 years in parts of Ohio. Is it a disaster? No, but it’s definitely taking the top end off the crop.”
Dan Basse, who’s AgResource Company’s president and founder, agrees the U.S. corn and soybean crops could be losing yield, but he warns that it may not be a dramatic cut.
“I think its going backward, but maybe not to the degree that the farmer would like,” Basse said on U.S. Farm Report. “We dropped our yield estimate from 189.2 to 187.1 [bu. per acre]. So, we’re down a skosh from USDA, but this is still a big crop. And some of the early deal data we’re getting out of Kentucky, Missouri and Kansas is above what expectations were. When you think about this crop, southern rust is a bad disease if you get it into blister or early milk stage. But when it happens at dent, you’re looking at yield losses of zero to 4%. So, let’s hope that farmers applied one application of fungicide and that kept them until the crop got in the dent. I’m hoping that’s going to limit yield losses going forward.”
USDA’s next yield revision could come Sept. 12. That’s when the agency is slated to release its latest crop production report. But if you look at USDA’s methodology in September, which is to factor in ear counts and pod counts, Basse thinks USDA could potentially raise its yield estimate next month.
“I think, in general, they tend to grow a little bit bigger,” McCormick says of USDA’s historical pattern of yield estimates from August to September. “I mean, look at last year’s analog year. The crop was big in August, it got bigger in September, then again in October before they started revising it down. It would not be a surprise that they will go bigger, but there’s gonna be a lot of pushback, like Dan said, from the disease pressure. There’s going to be a wide range on the estimate for the September WASDE when it’s all said.”
Basse adds: “I wouldn’t be surprised if USDA raises yield next month. Even on the Pro Farmer Crop Tour, it showed us record ear counts and record pod counts. Those are the two most important ingredients for the September report. Now, in October, we’ll have more to know about pod weights and ear weights. But for September, I’m kind of expecting USDA is going to be a few bushels, if you will, from the August estimate. It’s the October report that will determine how big is big.”
