Today's call

Crop year 2026/2027 · stage Drilling · 2026-10-28

NEUTRAL, regions split, no directional call
5 of 11 regions below-average, 3 above. Crops are being drilled (planted). Weather during this phase determines establishment.
UK farmer sentiment this week: mildly negative (-0.11). Confidence overlay ×1.00, sentiment is neutral on the directional call.
What this means for price
With regions split, there's no directional price read this week. The historical yield-to-price relationship only bites when the yield call is itself directional.

How our yield calls have related to ex-farm price over the years (and why the link is looser than you'd think): yield and price.

Active early-warning signal

disease pressure running 4.4× above its recent baseline (national), a sentiment-side keyword anomaly. Read alongside the weather call, not in place of it.

Per-region call

Predicted yield anomaly (t/ha vs trend) and compound stress per DEFRA region. Below-average regions first.

Region Call Yield anomaly Compound stress
North West & MerseysideBelow average-1.09+2.1
WalesBelow average-0.68+1.7
Northern IrelandBelow average-0.49+0.6
North EastBelow average-0.10-0.7
Yorkshire & The HumberBelow average-0.08-0.9
South East & Londonn/a-0.03+0.0
Easternn/a+0.02-0.3
ScotlandAbove average+0.09+0.4
West Midlandsn/a+0.10-0.1
East MidlandsAbove average+0.18-0.4
South WestAbove average+0.38+0.5

How we get here: Methodology · Weather detail · Sentiment pulse · Track record