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388 results for “agribusiness”
Brazil ETF in Focus as Big Speculators Stay Net-Long Soybeans
Large traders hold heavily net-long mini soybean positions, signaling strong bullish momentum for Brazil agribusiness and the broader B3 stocks.
Super El Niño Threatens Brazil's 2026/27 Soy and Corn Crops
A rapidly intensifying El Niño threatens Brazil's 2026/27 crop yields, risking delayed soybean planting and squeezing the safrinha corn window.
Brazil Coffee Harvest Delayed by Severe São Paulo Storms
Heavy rains and hail in São Paulo have knocked up to 40% of the coffee crop to the ground, threatening Arabica quality and driving up global futures.
Raízen to Sell Caarapó Mill to Adecoagro for R$ 760 Million
Raízen (RAIZ4) agreed to sell its Caarapó mill to Adecoagro (AGRO) for R$ 760 million in cash, boosting liquidity and optimizing its agroindustrial portfolio.
EU Antimicrobial Ban Threatens Brazilian Agribusiness Stocks
The EU will restrict Brazilian beef and poultry imports starting September 3, 2026, forcing B3 stocks and agribusiness exporters to overhaul supply chains.
US Imposes 25% Tariff on Brazil, Threatening USD BRL and Real
The newly confirmed 25% US tariff on Brazilian imports starting July 22, 2026, threatens to curb Brazil's trade surplus and halt the real's momentum.
Brazil Agribusiness: Soy Area Expands to Record 49M Hectares
Brazil's 2026/27 soybean area is projected to hit a record 49.1 million hectares, though a looming El Niño threat could limit yield and production growth.
Soybean Futures Rise as Weather Risks Drive Agribusiness
Speculators hold net-long soybean positions as weather concerns and Chinese demand drive agribusiness and impact Brazilian equities.
Delayed Brazil Coffee Harvest Sparks Global Price Surge
Slow progress in Brazil's 2026/27 coffee harvest and rain-related quality concerns tighten global supplies, driving Arabica and Robusta futures higher.
Trump Tariffs to Hit 36.5% of Brazil Ag Exports to US
A 25% US tariff taking effect July 22 will hit $4.6 billion of Brazilian agricultural exports, squeezing margins and forcing a pivot to alternative global markets.
Super El Niño Threatens Brazil Agribusiness Soy Yields
As Brazil's 2026/27 soybean acreage expands despite tight margins, a looming 90%+ probability of a very strong El Niño threatens national crop yields.
Brazil ETF and Agribusiness Eye Speculator Soybean Longs
Large speculators maintain net-long soybean positions amid rising Chinese demand and weather risks, directly impacting Brazil agribusiness and the EWZ ETF.
Brazil Central Bank Expands Foreign Currency Account Access
BCB Resolution No. 575 modernizes foreign exchange rules, allowing exporters and foreign-backed firms to hold direct foreign currency accounts in Brazil.
US Tariff Hike Hits 36.5% of Brazil Ag Exports Starting July 22
A 25% US tariff starting July 22 will hit $4.6 billion of Brazil's agricultural exports, forcing trade shifts for sugar, wood, and grain producers.
Trump's Tariffs Spare Brazilian Beef and Coffee but Hit Ethanol
The USTR's new 25% Section 301 tariffs on Brazil exempt multi-billion dollar beef and coffee exports but penalize the sugarcane and biofuel sectors.
Brazil Senate Fast-Tracks Mandatory Rural Insurance Subsidies
Brazil's Senate approved an urgency motion for PL 2.951/2024, bypassing committees to target an early August vote on mandatory rural insurance subsidies.
Mosaic Cuts Brazil Phosphate Output on Global Sulfur Shortage
US fertilizer giant Mosaic has announced temporary production cuts and plant shutdowns across its Brazilian operations due to a global sulfur shortage.
New Irrigation Energy Rules Bolster SNAG11 Yield Strategy
Brazil's new flexible electricity discount rules for rural irrigation directly de-risk the agricultural portfolio of SNAG11, which holds 22.7% of its assets in irrigation credit.
Brazil E32 Ethanol Vote to Boost Corn-Focused SNFZ11 Fiagro
Brazil's upcoming CNPE vote on a 32% gasoline-ethanol blend (E32) creates a structural tailwind for corn-producing regions, boosting Fiagro SNFZ11.
Brazilian Soy Prices Jump R$ 3 on Chicago Rally and US Weather
A 4% surge in CBOT soy futures driven by dry US weather forecasts has boosted physical trading prices at Brazilian ports, prompting local farmers to lock in sales.
Brazil Beef Exports Face Q3 Slump as China Quota Hits 98.5%
Brazilian beef exports face a sharp third-quarter slowdown as shipments near China's tariff-free quota limit, forcing meatpackers to scale back operations.
Soybean Prices Surge in Brazil as Chicago Futures Rally on US Weather
Chicago soybean futures surged over 4% on US weather concerns, driving physical prices in Brazil up by R$ 3 per bag at major shipping ports.
Brazil Approves R$ 300 Million Northeast Sugar Cane Subsidy
A congressional committee has approved an amendment to MP 1345/26, granting a R$ 12 per ton subsidy to Northeast sugar cane growers to offset US tariffs.
Brazil CMN Cuts Rates to Align With R$525B Plano Safra
Brazil's National Monetary Council approved rules aligning rural credit with the R$525.1 billion Plano Safra 2026/27, lowering rates amid high fiscal costs.
Lula to Skip Corporate Plano Safra for Mercosur Summit
President Lula will miss the corporate Plano Safra launch for the Mercosur Summit, risking a deeper rift with Brazil's powerful agribusiness sector.
Fiagro AAZQ11 Boosts High-Yield BRF Debt Exposure
AZ Quest's AAZQ11 invested R$ 6.2 million in BRF's CRA at 109% of CDI, maintaining its monthly dividend at R$ 0.0925 per share.
Delayed Debt Talks Under PL 5122 Fuel Agribusiness Risks
Brazilian farmers delaying debt restructuring while waiting for the PL 5122 bailout bill face rising default risks, threatening agricultural credit providers.
BBAS3 Dividend Cuts Squeeze Yield Seekers as Agribusiness Defaults Rise
Banco do Brasil (BBAS3) slashes its dividend payout ratio to 30% for 2026 amid rising agricultural defaults, prompting income investors to reallocate capital.