MARKETS

Correction: the CFTC figures cited in this article describe soybean meal futures, not soybeans, as of September 8, 2026. The original soybean-market conclusions have been withdrawn.

MARKETS

Overview

Latest News

Correction: Our September 12, 2026 Soybean Positioning Report

Argentine Recession Slashes Brazilian Exports by Nearly 20%, Hitting Automotive Sector Hardest

Federal Police Allege Banco Master Used 'Document Factory' in $1.4 Billion Payroll Loan Fraud

Brazil’s Political Risk Spikes Long-Term Rates After Supreme Court Unseals Master Case

Political Turmoil and Banking Scandal Push Brazil’s Presidential Race to a Statistical Tie

Brazil Police Conclude ‘Fraudulent Management’ in BRB’s R$17.5 Billion Banco Master Deals

Brazil Federal Police Report Links Supreme Court Justice Toffoli to Banker's Offshore Fund

Brazil’s Universal Sanitation Goal Faces R$1.2 Trillion Investment Gap for 2033 Deadline

Correction: Our September 11, 2026 at 13:41 UTC Soybean Positioning Report

Brazil’s Inflation Posts Steepest Deflation in Four Years, Intensifying Pressure for Deeper Rate Cuts

Correction: Our September 10, 2026 Soybean Positioning Report

Brazil Labor Court Suspends New Glyphosate Registrations, Triggering Agribusiness Uncertainty

Brazil’s Supreme Court Crisis Deepens as Justices Set to Vote on Investigating Colleague Alexandre de Moraes

Institutional Crisis at Brazil’s Supreme Court Overshadows Election-Year Legislative Push

Brazilian Court Suspends New Glyphosate Registrations, Citing Government’s Missed Deadline

Correction: Our September 10, 2026 at 21:25 UTC Soybean Positioning Report

Correction: Our September 10, 2026 at 15:23 UTC Soybean Positioning Report

Brazil’s Consumption Tax Reform Becomes Political Flashpoint as Business Leaders Urge Presidential Candidates to Protect Law

Sanepar Sues Regulator to Retain Share of R$4 Billion Court Win; CEO Rules Out Privatization

Record Speculative Bet on Soy Futures Signals Strong Prices for Brazil Agribusiness

Brazil’s ‘King of Soy’ Warns Political Confrontation with China is a ‘Great Danger’ to Agribusiness

Fitch Upgrades Brazilian Aircraft Giant Embraer Further Into Investment Grade

Correction: Our September 9, 2026 Soybean Positioning Report

Brazil Schedules Brasília Airport Re-Tender for December, Bundling 10 Regional Hubs in Investment Push

Lula Demands Judicial Transparency as $2.5 Billion Energy Auction and Amazon Oil Drilling Advance in Brazil

Lula’s R$7 Billion Fuel Tax Cut Stokes Fiscal Risk Ahead of Brazil Presidential Election

Correction: Our September 9, 2026 at 21:23 UTC Soybean Positioning Report

Brazil Environmental Regulator Approves More Drilling for Petrobras in Key Amazon Frontier

Lula Ramps Up Fuel Subsidy Amid $100 Oil and Election Pressure, Raising Fiscal Alert

Correction: Our September 9, 2026 at 15:40 UTC Soybean Positioning Report