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495 results for “agro

Lula Commits R$1.335 Billion to El Niño Fight, Signaling High Risk to Brazil Agro and Energy
PoliticsJul 29

Lula Commits R$1.335 Billion to El Niño Fight, Signaling High Risk to Brazil Agro and Energy

Brazil's government allocates R$1.335B to mitigate 'Super El Niño' effects, with R$850M earmarked for corn and rice purchases.

EU Veto on Brazilian Meat Exports Risks US$2.4 Billion Market; WTO Challenge Looms for Brasília
AgroJul 29

EU Veto on Brazilian Meat Exports Risks US$2.4 Billion Market; WTO Challenge Looms for Brasília

The European Union's ban on Brazilian animal products, effective September 3, threatens $2.4B in trade and prompts a WTO challenge.

Zero Tariffs on Brazilian Agro Exports to Singapore Start August 1st with Mercosur FTA
AgroJul 29

Zero Tariffs on Brazilian Agro Exports to Singapore Start August 1st with Mercosur FTA

Brazil's Mercosur-Singapore FTA takes effect August 1, immediately eliminating tariffs on all Brazilian exports to the key Asian hub.

Record Brazilian Soybean Exports Fuel Surge in Fiagro Credit Demand on B3
InvestingJul 29

Record Brazilian Soybean Exports Fuel Surge in Fiagro Credit Demand on B3

Strong Brazilian soybean exports, projected at 13.76 million tons for July, signal robust demand for structured credit within Agribusiness Investment Funds (Fiagros).

Brazil Fat Cattle Price Hits R$350/Arroba Amid Atypical Supply Squeeze, Squeezing Meatpacker Margins
PROAgroJul 29

Brazil Fat Cattle Price Hits R$350/Arroba Amid Atypical Supply Squeeze, Squeezing Meatpacker Margins

Brazilian *Boi Gordo* price is near R$350/arroba in late July, signaling high input costs for meatpackers like JBS and Marfrig.

Dry Spell in Key Brazilian Soybean Belt Raises Supply Risk for Next Crop
PROAgroJul 29

Dry Spell in Key Brazilian Soybean Belt Raises Supply Risk for Next Crop

Week-long drought in major soybean states MT, GO, and BA threatens soil moisture for the critical 2026/27 planting season, boosting soybean price risk.

Brazil Weighs WTO Challenge Against EU’s Impending US$2.4 Billion Meat Export Ban
PROAgroJul 29

Brazil Weighs WTO Challenge Against EU’s Impending US$2.4 Billion Meat Export Ban

Brazil's government is evaluating a WTO dispute over the EU’s meat import ban set for September 3, citing political motivation.

USTR Tariff Exemption Secures Brazil’s US$2.5 Billion Coffee Market
PROAgroJul 29

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.

Brazil Ethanol Prices Hit Season Low as Record Output Overwhelms Demand; Mills Hold Inventory Ahead of 32% Blend Mandate
AgroJul 28

Brazil Ethanol Prices Hit Season Low as Record Output Overwhelms Demand; Mills Hold Inventory Ahead of 32% Blend Mandate

Ethanol prices hit 2026/27 season lows despite rising sales, forcing major producers to hold inventory ahead of the August 1st 32% blend mandate.

Brazil’s R$530 Million Rural Insurance Cut Amplifies Credit Risk Ahead of Strong El Niño
AgroJul 28

Brazil’s R$530 Million Rural Insurance Cut Amplifies Credit Risk Ahead of Strong El Niño

Shortfall in the PSR budget leaves just 2.78% of Brazil’s farmlands insured, dramatically increasing default risk for lenders.

EU Embargo Over Antimicrobial Use Threatens $500M in Brazilian Beef Exports
AgroJul 28

EU Embargo Over Antimicrobial Use Threatens $500M in Brazilian Beef Exports

EU's Sept 3 ban on Brazilian animal products over antimicrobial issues could wipe out $504M in high-value exports, pressuring meatpackers.

Wheat Prices Top $7 Amid Geopolitical Risks and Slow Brazil Trade
AgroJul 28

Wheat Prices Top $7 Amid Geopolitical Risks and Slow Brazil Trade

CME wheat futures surpassed $7 per bushel on geopolitical and weather risks, presenting hedging opportunities as domestic Brazil agribusiness trading remains slow.

Large Speculators Maintain Extreme Net-Long Position in Soybean Futures, Signaling Crowded Trade Risk for Brazil Agribusiness
PROMarketsJul 28

Large Speculators Maintain Extreme Net-Long Position in Soybean Futures, Signaling Crowded Trade Risk for Brazil Agribusiness

Non-commercial traders are net long 113,860 soybean contracts, a bullish conviction that makes the commodity vulnerable to a sharp reversal.

Plano Safra 2026/2027 Leaves Rural Insurance in Limbo
AgroJul 28

Plano Safra 2026/2027 Leaves Rural Insurance in Limbo

Brazil's Plano Safra 2026/2027 allocates R$ 622.4B in credit but leaves rural insurance subsidies underfunded, exposing agribusiness to high climate risks.

Brazil Rural Insurance Subsidy Cut Elevates Agribusiness Risk
PROAgroJul 28

Brazil Rural Insurance Subsidy Cut Elevates Agribusiness Risk

A R$461.7 million budget freeze for Brazil's rural insurance program (PSR) limits covered land to 2.78%, heightening risk for agribusiness and credit markets.

Rising Wheat Futures Near $6.78 Signal Higher Costs for Brazil Agribusiness
AgroJul 28

Rising Wheat Futures Near $6.78 Signal Higher Costs for Brazil Agribusiness

CME wheat futures trading near $6.78 per bushel signal rising input costs for Brazilian food processors relying heavily on imports.

Dry Spell Depletes Soil Moisture in Brazil's Soybean Belt, Raising Risk for 2026/27 Planting Season
PROAgroJul 28

Dry Spell Depletes Soil Moisture in Brazil's Soybean Belt, Raising Risk for 2026/27 Planting Season

Severe dry conditions in Central Brazil's key grain regions threaten subsoil moisture ahead of the September soybean planting.

Dry spell in Brazil soybean belt raises early crop-stress risk
AgroJul 28

Dry spell in Brazil soybean belt raises early crop-stress risk

Prolonged dry spells in key Brazilian soybean regions like Mato Grosso and Bahia raise crop-stress risks ahead of the 2026/27 planting season.

Global Wheat Prices Surge Past $7 on Geopolitical, Climate Tensions
PROAgroJul 28

Global Wheat Prices Surge Past $7 on Geopolitical, Climate Tensions

CBOT wheat futures have broken above $7 per bushel due to Black Sea escalations and global droughts, signaling rising costs for Brazilian millers.

Brazil Agribusiness Risk Rises as Rural Insurance Budget is Halved
AgroJul 28

Brazil Agribusiness Risk Rises as Rural Insurance Budget is Halved

Brazil's rural insurance subsidy (PSR) budget for 2026 was cut by over 50% to R$473.8 million, raising financial risks ahead of a projected El Niño.

Wheat Surpasses $7/bu, Pressuring Brazil Food Stocks
AgroJul 28

Wheat Surpasses $7/bu, Pressuring Brazil Food Stocks

Rising global wheat prices due to geopolitical tensions and adverse weather are set to elevate input costs for Brazil's food processors.

Drought Deepens Risk for Brazil’s Next Soybean Planting Window in Key Cerrado Hubs
AgroJul 28

Drought Deepens Risk for Brazil’s Next Soybean Planting Window in Key Cerrado Hubs

Week-long dry spell depletes soil moisture in central Brazil, threatening the 2026/27 soybean planting schedule.

EU Antimicrobial Ban Threatens $1.8 Billion in Brazilian Meat Exports; Listed Packers See Limited Direct Impact
AgroJul 28

EU Antimicrobial Ban Threatens $1.8 Billion in Brazilian Meat Exports; Listed Packers See Limited Direct Impact

EU ban on Brazilian animal products over antimicrobial controls looms for Sept 3, threatening $1.8B in annual exports.

EU Embargo on Brazil Agribusiness to Cost Exporters $504M
AgroJul 28

EU Embargo on Brazil Agribusiness to Cost Exporters $504M

The European Union will ban Brazilian beef, honey, and fish starting September 3, 2026, over antimicrobial monitoring, risking over $504 million in export losses.

Wheat Futures Spike on Geopolitics, Raising Brazil Import Costs
AgroJul 28

Wheat Futures Spike on Geopolitics, Raising Brazil Import Costs

Rising global wheat prices driven by geopolitics and bad weather are set to increase Brazil's import bill as CONAB projects the largest import volume since 2013.

Dry Spell in Brazil Soybean Belt Raises Crop-Stress Risk
AgroJul 28

Dry Spell in Brazil Soybean Belt Raises Crop-Stress Risk

Severe dry spells across Brazil's key soybean regions threaten yields, risking a tighter global supply that could impact B3 stocks and the USD/BRL rate.

Zero Rainfall Puts Brazil's 2026/27 Soybean Planting Outlook at Risk in Key Central-West States
AgroJul 28

Zero Rainfall Puts Brazil's 2026/27 Soybean Planting Outlook at Risk in Key Central-West States

Extreme dryness in Mato Grosso and Goiás threatens soil moisture, potentially delaying the start of Brazil’s soybean planting season.

Brazil Soybean Belt Dry Spell Raises Crop-Stress Risks
AgroJul 28

Brazil Soybean Belt Dry Spell Raises Crop-Stress Risks

Severe dry spells across Brazil's key soybean-producing states are raising crop-stress concerns, potentially tightening global supply and lifting prices.

Brazil Cuts Rural Insurance Budget by 54%, Hiking Agro Credit Risk
AgroJul 28

Brazil Cuts Rural Insurance Budget by 54%, Hiking Agro Credit Risk

Brazil's federal government blocked R$461.7 million from the 2026 PSR rural insurance budget, raising default risks for lenders like Banco do Brasil.

Wheat Surpasses $7 on Geopolitical Risks; Brazil Cautious
AgroJul 28

Wheat Surpasses $7 on Geopolitical Risks; Brazil Cautious

Global wheat prices surge past $7 per bushel on Black Sea tensions, while Brazil's domestic market remains cautious despite a projected import spike.