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556 results for “Agri

EU Embargo on Brazilian Beef, Honey to Cost Exporters $504 Million by Year-End
PROAgroJul 28

EU Embargo on Brazilian Beef, Honey to Cost Exporters $504 Million by Year-End

New EU antimicrobial rules will trigger a ban on Brazilian animal products from September 3, hitting high-value beef exports and companies like JBSS3.

Big Speculators Hold Massive Net-Long Soybean Position, Signaling Bullish Trend for Global Agribusiness
MarketsJul 28

Big Speculators Hold Massive Net-Long Soybean Position, Signaling Bullish Trend for Global Agribusiness

Large speculators' net-long position in soybean futures hits a significant level, suggesting sustained price support for the key Brazilian export.

Dry Spell in Key Brazilian Soybean Regions Raises Soil Moisture, Planting Risk for 2026/27 Crop
AgroJul 28

Dry Spell in Key Brazilian Soybean Regions Raises Soil Moisture, Planting Risk for 2026/27 Crop

Dry weather in Sorriso-MT, Rio Verde-GO, and Luís Eduardo Magalhães-BA risks delayed planting for Brazil's next record soybean harvest.

Brazil Cattle Price Holds Firm at R$344, Squeezing Meatpackers
AgroJul 28

Brazil Cattle Price Holds Firm at R$344, Squeezing Meatpackers

Fat cattle prices in Brazil hold firm at R$344 per arroba, sustaining margin pressure on domestic meatpackers amid restricted supply and dry weather.

Storms Damage São Paulo Cane and Soy; Abag Warns of Supply Impact
AgroJul 28

Storms Damage São Paulo Cane and Soy; Abag Warns of Supply Impact

Severe storms in São Paulo and heavy rains in Rio Grande do Sul spark supply concerns, impacting sugar and corn futures as Abag calls for urgent infrastructure investments.

Speculators Double Down on Brazil Soybean Bull Run with 175,646 Net-Long Positions
PROMarketsJul 28

Speculators Double Down on Brazil Soybean Bull Run with 175,646 Net-Long Positions

Non-commercial traders sharply increased their net-long exposure to soybean futures, signaling bullish bets despite record Brazil supply.

Speculators Hold Near-Record Soybean Net Long, Signaling Strong Bullish View for Global Prices
PROMarketsJul 28

Speculators Hold Near-Record Soybean Net Long, Signaling Strong Bullish View for Global Prices

Managed money positions in soybean futures hit a massive net long of 175,646 contracts, betting on higher prices.

Key Brazilian Soy Belt Regions Face Week-Long Dry Spell, Raising Planting Risk and CBOT Concern
AgroJul 28

Key Brazilian Soy Belt Regions Face Week-Long Dry Spell, Raising Planting Risk and CBOT Concern

Zero to minimal rainfall in major production areas like Sorriso-MT and Rio Verde-GO sparks fears of delayed planting for the 2026/27 soybean crop.

EU Embargo Threatens Brazil Agribusiness and Premium Beef Exports
PROAgroJul 28

EU Embargo Threatens Brazil Agribusiness and Premium Beef Exports

A pending EU embargo on Brazilian beef over antimicrobial monitoring could cost exporters over $1 billion, impacting major B3 stocks and EWZ.

Zero Rain in Key Brazilian Ag Regions Raises Soil Moisture Risk for 2026/27 Soybean Planting
PROAgroJul 28

Zero Rain in Key Brazilian Ag Regions Raises Soil Moisture Risk for 2026/27 Soybean Planting

Dry conditions in Brazil’s Center-West and Matopiba threaten soil moisture ahead of the critical 2026/27 soybean planting.

Heavy Storms in Brazil Delay Coffee and Sugarcane Harvests
AgroJul 28

Heavy Storms in Brazil Delay Coffee and Sugarcane Harvests

Heavy unseasonal rainfall in Brazil's agricultural heartland has delayed coffee and sugarcane harvests, fueling supply concerns and impacting logistics.

Brazil Fat Cattle Futures Surge: October Contract Jumps Over 3.5%
AgroJul 28

Brazil Fat Cattle Futures Surge: October Contract Jumps Over 3.5%

Strong upward movement in B3 fat cattle futures signals rising input costs and profit margin pressure for meatpackers amid a strengthening beef cycle.

Brazil Veto Override Signals Regulatory Shift for Infrastructure
PoliticsJul 28

Brazil Veto Override Signals Regulatory Shift for Infrastructure

The Brazilian Congress has overridden a presidential veto on the Environmental Licensing Bill, easing regulatory hurdles for major infrastructure and agribusiness projects.

Speculators Drive Soy Net-Long Position to Multi-Year High Despite Record Brazil Harvest Outlook
PROMarketsJul 28

Speculators Drive Soy Net-Long Position to Multi-Year High Despite Record Brazil Harvest Outlook

Big speculators pushed their net long position on CBOT soybeans to 175,646 contracts, signaling bullish sentiment for the commodity.

B3 Fat Cattle Futures Hit High Volatility After Hitting Peak, October Contract Up 3.56% MoM
AgroJul 28

B3 Fat Cattle Futures Hit High Volatility After Hitting Peak, October Contract Up 3.56% MoM

Brazil's 'Boi Gordo' futures saw a sharp R$12/@ correction after an intra-month high, signaling short-term uncertainty despite strong long-term fundamentals.

Brazil Soybean Belt Dryness Threatens Early 2026/27 Crop Cycle
PROAgroJul 28

Brazil Soybean Belt Dryness Threatens Early 2026/27 Crop Cycle

Early dry spells in Mato Grosso and Paraná raise crop-stress risks for Brazil's upcoming 2026/27 soybean cycle, impacting global grain markets and Brazil agribusiness.

EU Ban Threatens Brazil Agribusiness Exports Ahead of September Deadline
AgroJul 28

EU Ban Threatens Brazil Agribusiness Exports Ahead of September Deadline

Brazil faces a September 3 deadline to comply with new EU antimicrobial rules, risking over $500 million in high-margin beef, honey, and fish exports.

Brazil Cattle Prices Rise on Tight Supply, Export Optimism
AgroJul 28

Brazil Cattle Prices Rise on Tight Supply, Export Optimism

Brazilian finished cattle prices are firming up amid tight physical supply and hopes for new export markets, presenting a margin challenge for major meatpackers.

Brazil Challenges New US Tariffs at WTO Over 37.5% Tax Risk
AgroJul 28

Brazil Challenges New US Tariffs at WTO Over 37.5% Tax Risk

Brazil formally requests WTO consultations over new US tariffs reaching 37.5%, escalating trade tensions and threatening key agribusiness exporters.

EU $1 Billion Brazilian Meat Ban Set for September
PROAgroJul 28

EU $1 Billion Brazilian Meat Ban Set for September

A looming EU embargo on Brazilian meat, honey, and fish over antimicrobial rules threatens $1 billion in trade, raising risks for B3 stocks and the real.

EU Embargo Threatens $500M in Brazilian Agribusiness Exports
AgroJul 28

EU Embargo Threatens $500M in Brazilian Agribusiness Exports

A looming European Union embargo on Brazilian beef, honey, and fish over antimicrobial rules threatens over $500 million in trade, impacting major meatpackers.

Brazil Formally Challenges US Tariffs Up to 37.5% at WTO, Raising Uncertainty for Ethanol Exporters
AgroJul 28

Brazil Formally Challenges US Tariffs Up to 37.5% at WTO, Raising Uncertainty for Ethanol Exporters

Brazil filed a formal WTO complaint against new US tariffs, including a 25% levy that impacts ethanol, threatening a combined rate of 37.5%.

Brazil Files WTO Case Against US Tariffs as Trade Row Escalates
PROAgroJul 28

Brazil Files WTO Case Against US Tariffs as Trade Row Escalates

Brazil has requested WTO consultations over US Section 301 tariffs, introducing fresh risk for B3 stocks, the EWZ ETF, and the USD/BRL exchange rate.

New US Tariffs on Brazilian Imports Threaten USD/BRL Volatility
CurrenciesJul 28

New US Tariffs on Brazilian Imports Threaten USD/BRL Volatility

A new 25% US tariff on Brazilian imports pushes total rates to 37.5%, driving USD/BRL volatility and threatening the Brazilian real's recent bullish momentum.

Speculators’ Extreme Net-Long Soybean Bet Vulnerable to Unwind as Brazil Crop Sets Record
PROMarketsJul 28

Speculators’ Extreme Net-Long Soybean Bet Vulnerable to Unwind as Brazil Crop Sets Record

Large futures speculators ramped up their net-long soybean position to 175,646 contracts, signalling peak bullish conviction.

Brazil’s Fat Cattle Price Holds R$344/Arroba Level on Tight Supply, Pressuring Meatpacker Margins
AgroJul 28

Brazil’s Fat Cattle Price Holds R$344/Arroba Level on Tight Supply, Pressuring Meatpacker Margins

Persistent high "boi gordo" prices in São Paulo signal restricted supply, supporting producers but acting as a headwind for Minerva (BEEF3).

Dry Spell in Brazil’s Key Soybean Belt Raises Risk for 2026/27 Planting Season
PROAgroJul 28

Dry Spell in Brazil’s Key Soybean Belt Raises Risk for 2026/27 Planting Season

Multi-day drought in Center-West and Northeast Brazil points to delayed start for the crucial 2026/27 soybean crop.

Brazil, South Korea Fast-Track Mercosul Trade Deal, Boosting Outlook for Critical Minerals and Beef
PoliticsJul 28

Brazil, South Korea Fast-Track Mercosul Trade Deal, Boosting Outlook for Critical Minerals and Beef

Brazil and South Korea agreed to fast-track the Mercosul trade deal, signaling new market access for Brazilian agribusiness and critical minerals.

EU Ban Threatens Over US$500 Million in Brazilian Beef, Protein Exports by September Deadline
PROAgroJul 28

EU Ban Threatens Over US$500 Million in Brazilian Beef, Protein Exports by September Deadline

EU's September 3 embargo on Brazilian animal products risks high-value trade, hitting the beef and protein sector.

Strong Real, Export Premiums Insulate Brazil Soybean Market from CBOT Plunge
AgroJul 28

Strong Real, Export Premiums Insulate Brazil Soybean Market from CBOT Plunge

Brazilian soybean prices saw only moderate losses despite a 3.17% plunge in Chicago, thanks to a robust USD/BRL exchange rate and resilient export premiums.