Search

72 results for “harvest

XP Investimentos Cuts Kepler Weber Estimates, Citing Slowed Profit Recovery from Restrictive Rural Credit
PROSmall Caps7h ago

XP Investimentos Cuts Kepler Weber Estimates, Citing Slowed Profit Recovery from Restrictive Rural Credit

A major Brazilian brokerage has revised down its profit and margin forecasts for Kepler Weber, Brazil’s largest grain storage equipment maker, due to prolonged farmer caution caused by high financing costs.

Speculative Traders Place Major Bullish Bet on Soybeans, A Key Indicator for Brazil’s Record Harvest
Markets13h ago

Speculative Traders Place Major Bullish Bet on Soybeans, A Key Indicator for Brazil’s Record Harvest

Non-commercial traders increased their net-long position on CBOT soybean futures to 261,183 contracts, a high-conviction signal for global prices that directly impacts Brazil.

Drought Concerns Mount in Brazil’s Soybean Belt as Planting Begins Under El Niño Threat
PROAgro15h ago

Drought Concerns Mount in Brazil’s Soybean Belt as Planting Begins Under El Niño Threat

Dry spells are hitting key Brazilian soybean-producing regions, including Sorriso-MT and Luís Eduardo Magalhães-BA, raising the risk of crop stress in the critical early planting window for the 2026/27 harvest.

Speculators Bet Big on Rising Soybean Prices Amid Concerns Over Brazil’s Next Harvest
MarketsSep 21

Speculators Bet Big on Rising Soybean Prices Amid Concerns Over Brazil’s Next Harvest

Large speculators increased their net-long position in Chicago soybean futures, a bet fueled by strong demand and South American weather worries.

Speculators Hold Extreme Bullish Bet on Soybeans, Putting Focus on Brazil’s Coming Harvest
MarketsSep 21

Speculators Hold Extreme Bullish Bet on Soybeans, Putting Focus on Brazil’s Coming Harvest

Hedge funds are net-long 24,558 soybean contracts, a high-risk position that hinges on favorable weather for Brazil's massive new crop.

Brazil’s Record Grain Harvest Undercut by 85% Fertilizer Import Squeeze
PROMarketsSep 20

Brazil’s Record Grain Harvest Undercut by 85% Fertilizer Import Squeeze

Brazil's agriculture sector, a global food guarantor, faces major cost risk and geopolitical exposure due to its 85% reliance on imported fertilizer.

Dry Spell at Start of Planting Season Stalls Brazil Soybean Crop in Key Matopiba Hub
PROAgroSep 20

Dry Spell at Start of Planting Season Stalls Brazil Soybean Crop in Key Matopiba Hub

A seven-day drought in Luís Eduardo Magalhães, Bahia, a critical hub for Brazilian soybean production, is raising the risk of planting delays for the 2026/27 harvest.

Brazil Forecasts Record Soybean Harvest, But Area Expansion Hits Two-Decade Low
PROAgroSep 19

Brazil Forecasts Record Soybean Harvest, But Area Expansion Hits Two-Decade Low

Conab projected Brazil’s 2026/27 soybean crop at a record 181.64 million tons, but growth in planted area slowed to its lowest rate in 20 years amid tight farmer margins.

Speculators Place Significant Long Bet on Soybeans, Pricing Brazilian Harvest Expectations
PROMarketsSep 19

Speculators Place Significant Long Bet on Soybeans, Pricing Brazilian Harvest Expectations

Non-commercial traders increased their bullish bets on Chicago soybeans, a move that signals confidence in the commodity that anchors the Brazilian economy.

Global Speculators Bet on Soybean Rally as Brazil Begins Planting Record-Breaking Crop
MarketsSep 18

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.

Dry Spell in Brazil’s Soy Belt Risks Delays for 2027 Harvest Under Strong El Niño
PROAgroSep 16

Dry Spell in Brazil’s Soy Belt Risks Delays for 2027 Harvest Under Strong El Niño

Seven consecutive dry days in the critical pre-planting regions of Mato Grosso, Goiás, and Bahia raise water-stress concerns for Brazil’s 2026/27 soybean crop, adding weather uncertainty under a strong El Niño forecast.

Supply Risk and El Niño Threaten Global Sugar Market, Brazil Production Faces Rain Delays
PROSmall CapsSep 14

Supply Risk and El Niño Threaten Global Sugar Market, Brazil Production Faces Rain Delays

A former Wilmar executive predicts the sugar market could see its most bullish conditions in 20 years as El Niño causes supply crunches in India and excessive rain hampers Brazil's massive sugarcane harvest.

Zero Rain in Key Brazilian Soy Hubs Threats 2026/27 Planting Season
PROAgroSep 10

Zero Rain in Key Brazilian Soy Hubs Threats 2026/27 Planting Season

A seven-day dry spell in Sorriso, Mato Grosso, and Luís Eduardo Magalhães, Bahia, is raising concerns about delayed planting and crop stress for the critical 2026/27 Brazilian soybean harvest.

Atypical Rain in Brazil's Center-South Halts Sugarcane Harvest, Spiking Ethanol Prices
AgroSep 09

Atypical Rain in Brazil's Center-South Halts Sugarcane Harvest, Spiking Ethanol Prices

Unexpected heavy rain in Brazil's main sugarcane region caused a short-term operational bottleneck, driving hydrous and anhydrous ethanol prices up significantly despite high stocks.

Dry Start Threatens Brazil Soybean Planting Window in Key Regions Sorriso and Luís Eduardo Magalhães
PROAgroSep 07

Dry Start Threatens Brazil Soybean Planting Window in Key Regions Sorriso and Luís Eduardo Magalhães

A persistent dry spell in Brazil’s top soybean regions, Sorriso (MT) and Luís Eduardo Magalhães (BA), is preventing a timely start to the 2026/27 crop season.

Brazil soybean crop faces early dry spell in Bahia agribusiness hub
AgroSep 06

Brazil soybean crop faces early dry spell in Bahia agribusiness hub

A severe dry spell in Luís Eduardo Magalhães, Bahia, is threatening the start of Brazil's soybean planting season, raising crop-stress risks.

Dry spell in Brazil's soybean belt raises crop-stress risk
AgroSep 06

Dry spell in Brazil's soybean belt raises crop-stress risk

A severe dry spell in Luís Eduardo Magalhães, a key agricultural hub in Brazil's Matopiba region, is raising concerns over soybean crop stress.

Brazil’s Record $87 Billion Agribusiness Export Haul Masks Crisis for Farmers
PROInvestingSep 04

Brazil’s Record $87 Billion Agribusiness Export Haul Masks Crisis for Farmers

High input costs and 15% interest rates are squeezing Brazilian farmer margins despite a record export surge, driving demand for Fiagros.

Global Speculators Build Massive Long Bet on Soybeans, Pinning Hopes on Price Rise for Brazil’s Record Harvest
MarketsAug 23

Global Speculators Build Massive Long Bet on Soybeans, Pinning Hopes on Price Rise for Brazil’s Record Harvest

Non-commercial traders are heavily net-long soybean futures, signaling an expectation of rising prices for a commodity critical to Brazil's economy.

PROAgroAug 23

Dry Spell Before Planting Threatens Start of Brazil’s 2026/27 Soybean Crop

Critical soybean regions like Mato Grosso and Paraná report near-zero rainfall, raising the risk of planting delays for the new crop.

Zero Rainfall in Brazil’s Soy Belt Elevates Risk for Key 2026/27 Crop Planting
AgroAug 22

Zero Rainfall in Brazil’s Soy Belt Elevates Risk for Key 2026/27 Crop Planting

Major soybean production centers in Mato Grosso, Bahia, and Goiás have registered zero rainfall over the last week, creating a movement alert for the upcoming planting season.

Large Speculators Hold Firmly Net-Long Soybeans, Signaling Price Tension for Brazilian Farmers
PROMarketsAug 22

Large Speculators Hold Firmly Net-Long Soybeans, Signaling Price Tension for Brazilian Farmers

Hedge funds maintain a massive net-long position in soybeans, betting on price strength amid Brazil's record harvest.

PROMarketsAug 20

Speculators’ Aggressive Soybean Bets Signal Upside for Brazilian Growers

Large speculators placed a massive net-long bet on soybean futures, signaling potential higher prices for Brazil's record harvest.

AgroAug 19

US Crop Tour’s Low Yield Signal Sends Chicago Soybeans Up, But Brazilian Trade Stalls

Lower US harvest forecasts from the Pro Farmer Crop Tour boosted soybean futures, signaling strong demand for Brazil’s upcoming crop, yet local trade remains slow.

AgroAug 19

Brazil’s Record Grain Harvest Threatened by 135-Million-Ton Storage Deficit and Credit Crunch

Brazil’s massive grain production, forecast at 357 million tons for 2025/2026, is being undermined by severe bottlenecks in storage, credit, and transport, cutting farmer profits.

Speculators Take Extreme Long Position on Soybeans, Signalling Bullish Bet Against Record Brazil Harvest
MarketsAug 18

Speculators Take Extreme Long Position on Soybeans, Signalling Bullish Bet Against Record Brazil Harvest

Hedge funds and large speculators have taken a dramatically net-long position in soybean futures, placing a bullish bet on a key Brazil export.

Global Speculators Wager on Rising Soybean Prices Despite Record Brazilian Harvest
PROMarketsAug 17

Global Speculators Wager on Rising Soybean Prices Despite Record Brazilian Harvest

Speculators hold a massive net-long position in soybean futures, signaling bullish bets even as Brazil projects another record harvest.

Dry Spell in Brazil’s Main Soybean Belt Puts Crucial Planting Season at Risk
PROAgroAug 17

Dry Spell in Brazil’s Main Soybean Belt Puts Crucial Planting Season at Risk

Major agricultural centers in Mato Grosso, Goiás, and Bahia report zero rainfall, threatening soil moisture ahead of the critical September planting window.

'Very Strong' El Niño Threatens Brazil's 2026/27 Harvest With Systemic Climate Divide
PROAgroAug 16

'Very Strong' El Niño Threatens Brazil's 2026/27 Harvest With Systemic Climate Divide

The intensifying El Niño phenomenon, with over 90% probability of a very strong event, creates drought in the Center-West and flooding in the South, putting Brazil's soybean and corn crops at systemic risk.

Intense El Niño Forecast Poses Dual Climate Risk to Brazil's 2026/2027 Harvest
AgroAug 15

Intense El Niño Forecast Poses Dual Climate Risk to Brazil's 2026/2027 Harvest

A very strong El Niño event is forecast to persist into early 2027, threatening Brazil's next harvest with drought and flooding.