Search
45 results for “COT”
Global Speculators Bet on Soybean Rally as Brazil Begins Planting Record-Breaking Crop
Large speculators are net-long 273,424 soybean contracts on the CBOT, positioning for a price spike as Brazil starts its 2026-27 planting season.
Brazil’s Petrobras Expands Global Exploration with Eight Offshore Blocks in Ivory Coast
Brazil’s state-controlled oil giant Petrobras signed production-sharing contracts for eight exploratory blocks off the coast of Côte d'Ivoire, securing a new deepwater exploration frontier.
Political and Environmental Risks Loom Over $15.9 Billion Petrobras Asset in Foz do Amazonas
Scotiabank estimates that exploration in the environmentally sensitive Foz do Amazonas basin is critical to 14% of Petrobras’s value.
Extreme Net-Long Bet on Soybean Futures Puts Brazilian Exports in Focus
Large speculators have amassed a near-record net-long position in soybean futures, a bet that could buoy Brazil's massive agricultural export economy.
Speculators’ Massive Soybean Bet Signals Confidence in Rising Prices for Brazilian Commodity
Large speculators have built a net-long position in soybean futures, signaling strong bullish conviction for Brazil's top export.
Severe El Niño Forecast Threatens Brazil’s Northeast With Extended Drought, Compromising Agriculture and Water Security
The Northeast region faces severe drought and extreme heat through November due to a strong El Niño, threatening crops, livestock, and power supply.
Brazil’s Agribusiness Chiefs Deliver Long-Term Strategic Roadmap to Vice-President Alckmin
ABAG delivered a comprehensive policy agenda to the government, positioning agribusiness as a state policy and pushing for 'biocompetitiveness.'
Frost and 40°C Heat Deliver ‘Shock of Extremes’ to Brazil’s Corn, Cotton, and Coffee Harvests
Extreme weather across Brazil's agricultural belt this week poses a dual threat to key crops, pushing up commodity prices.
Repeated Tenant Default Raises Alarm Over Tenant Quality at Brazilian FII TRCO11
Brazilian Real Estate Investment Trust TRCO11 reports second consecutive rent default from key tenant BM Varejo, highlighting income risk.
HGRE11 Cotaholders Greenlight R$700 Million Share Offering for Real Estate Expansion
Cotaholders of Brazil's Pátria Escritórios REIT (HGRE11) approved a new offering of up to R$700 million to fund new asset acquisitions and portfolio growth.
Speculators Stay Heavily Net-Long on Soybeans Despite Brazil's Record Crop Outlook
Non-commercial traders hold a net-long position of over 211,000 soybean contracts, signaling bullish conviction against bearish fundamentals.
Large Speculators Hold 123,705 Net-Long Soybean Contracts, Signaling Bullish Bias in Brazil Agribusiness
Extreme net-long positioning in soybean futures by large speculators points to bullish sentiment but raises risk of liquidation.
Brazilian Cotton Area Grows 4.4% to 2.07M Hectares, but El Niño and Global Stocks Cap Production
Brazil's cotton expansion for 2026/27 is threatened by El Niño climate risk and global oversupply, resulting in a forecast production drop.
Speculators Maintain Significant Net-Long Bet on Soybean Futures, Signaling Bullish Conviction for Brazil Agribusiness
Large non-commercial traders held a 123,705 net-long position in soybean futures, a key indicator for Brazil agribusiness.
Atypical Winter Rain in Brazil Threatens Quality of Record Arabica Coffee Crop
Unseasonal heavy rains in Brazil’s key Arabica regions threaten the quality of over a third of the 2026/27 crop, supporting New York futures.
Speculators Hold Crowded 160K Net-Long Bet on Soybeans, Creating Liquidation Risk for Brazil Agribusiness
Large managed money funds increased their net-long soybean position to over 160,000 contracts, signaling high conviction but also risk.
Speculators Hold Aggressive Net-Long Position in Soybeans, Signaling Price Risk for Brazil Agribusiness
Non-commercial traders are net-long 123,705 soybean contracts, an extreme level that exposes the market to volatility.
Speculators Maintain Significant Net-Long Position in Soybeans, Signaling Price Risk for Brazil Agribusiness
Large speculators hold a 123,705-contract net-long bet on soybeans, a level that raises risk of long liquidation.
Large Speculators Hold 113,860 Net-Long Contracts on Soybean Futures, Signaling Strong Bullish Conviction
Non-commercial traders are heavily net-long on soybeans, signaling a firm belief in higher prices despite record Brazil output.
Speculative ‘Crowded Trade’ in Soybean Futures Hits 113,860 Net-Long, Posing Risk for Brazil Agro
Large non-commercial traders are holding a bullish 113,860 net-long position in Soybean futures, creating a crowded trade and potential volatility for Brazil's agricultural exports.
Speculators Boost Soybean Net-Long Position to Multi-Month High, Signaling Continued Agro Strength
Large non-commercial traders in soybean futures hold extreme net-long positions, pointing to sustained bullish conviction.
Speculators Stack Net-Long Position in Soybean Futures as Brazil's Agribusiness Watches Closely
Large speculators have built a net-long position of 113,860 soybean futures contracts, positioning Brazil's key agro sector for potential volatility.
Soybean Speculators Maintain Massive Net-Long Stance, Signaling Price Confidence for Brazilian Agribusiness
Managed money has held a net-long position of over 175,000 contracts in soybean futures, a historic bet on rising prices.
Speculative Soybean Longs Reach Extreme Level Amid U.S. Supply Fears
Non-commercial traders hold a net-long position of 113,860 contracts in soybean futures, creating market volatility ahead of the August WASDE report.
Brazilian Agribusiness Faces Price Volatility as Speculators Maintain Deeply Bullish Soybean Futures Bet
Non-commercial speculators hold a 113,860 net-long soybean futures position, signaling volatility for Brazilian agribusiness despite record local production.
USTR Tariff Exemption Secures Brazil’s US$2.5 Billion Coffee Market
US decision to exempt all Brazilian coffee from new Section 301 tariffs removes major trade risk for the world's largest producer.
Managed Money Builds Extreme Net-Long Position in Soybeans, Signaling Volatility Ahead for Brazilian Exports
Large speculators piled into soybean futures, increasing net long contracts to 175,646, a level that raises risk of liquidation.
Speculators Hold Extreme Net-Long Position in Soybean Futures Despite Record Brazil Supply
Large speculators are net-long 113,860 soybean contracts, signaling bullish conviction on US weather concerns and demand.
CACR11 Volatility Surges After Cotistas Force Dividend Reversal
CACR11 shares jumped 4.81% as cotistas rejected a proposal to retain H1 2026 earnings, forcing a dividend payout amid deep governance uncertainty.
Inter Asset Liquidates Two FIIs to Create R$391 Million Real Estate Fund in B3 Consolidation Drive
Cotistas of two Inter Asset FIIs, ITIP11 and INRD11, approved liquidation to consolidate into INHF11, signaling a broader market trend.