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556 results for “Agri”
US Imposes 25% Tariff on Brazil; Commodity Exemptions Soften Blow
The US announced a 25% tariff on Brazilian imports starting July 22, 2026, though key commodity exemptions protect major agricultural and resource players.
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.
Amazon Soy Moratorium Collapse Risks 1.4M Deforested Hectares
The collapse of the Amazon Soy Moratorium could trigger 1.4 million hectares of deforestation, exposing Brazilian grain exporters to severe ESG divestment.
Soybean Futures Net-Long Positions Signal Speculator Conviction
Big speculators maintain a strong net-long stance in soybean futures as open interest hits 975,954 contracts amid shifting weather and export demand.
Brazil Beef Exports Face September EU Ban Over Antimicrobial Rules
Brazil's exclusion from the EU's authorized meat exporter list threatens to halt bovine shipments by September 3, 2026, forcing meatpackers to pivot.
US-Brazil Trade Tensions Escalate Over Section 301 Tariffs
Brazil warns of reciprocal trade measures as the US moves forward with 25% tariffs on agricultural, industrial, and aviation exports.
Brazilian Soy Prices Rise as Strong Premiums and Dollar Offset Chicago
Firm port premiums and a rising USD/BRL exchange rate bolster local Brazilian soybean prices, supporting margins for agricultural giants like SLC Agricola (SLCE3).
Dry spell in Brazil's soybean belt raises crop-stress risks
Prolonged dry spells in Brazil's key soybean regions, including Mato Grosso and Bahia, threaten to delay planting and tighten global supplies.
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.
Lula Prepares Tough Patent Retaliation Over U.S. Tariffs
Brazil is readying countermeasures under its Reciprocity Law to target U.S. agricultural seed and pharmaceutical patents, bypassing direct import tariffs.
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.
Soybean Speculators Boost Net-Long Bets as Open Interest Climbs
Large speculators in soybean futures expanded their net-long positions to 112,807 contracts, signaling a bullish tilt amid rising open interest.
Brazil Soybean Belt Dryness Raises Crop-Stress Risks
Severe dry spells across major Brazilian soybean regions like Sorriso and Rio Verde are fueling supply concerns and threatening crop yields.
Brazil Enacts MP 1,376 to Restructure R$ 100 Billion in Farm Debt
Brazil's federal government has published MP 1,376 to renegotiate up to R$ 100 billion in rural debt, averting a major fiscal risk for agricultural lenders.
US Imposes 25% Tariff on Brazil but Spares Key Commodities
The USTR finalized a 25% tariff on Brazilian imports starting July 22, 2026, under Section 301, while exempting major food commodities like coffee and beef.
Brazil Corn Exports Jump 17.8%, Backing SNFZ11 Strategy
Brazil's June corn exports rose 17.8% to 435.5k tons, validating the double-crop strategy of agricultural land funds like SNFZ11 amid a fast Mato Grosso harvest.
Soybean Futures Surge Ties U.S. Crop Risks to Brazilian Markets
Rising U.S. soybean futures amid weather risks and CFTC long positions are driving broader market trends, influencing major Brazilian equities and the Bovespa.
Brazil Senate Passes Freight MP, Saving Agro Logistics Costs
The Brazilian Senate has approved the Freight MP (MP 1,343/2026), stripping a controversial R$ 5,000 minimum wage floor for long-distance truck drivers.
US Section 301 Tariff Decision Looming Over Brazil Ethanol
A critical July 15 USTR deadline on proposed 25% tariffs threatens $9.5 billion in Brazilian exports, potentially pushing total US ethanol duties to 37.5%.
Mosaic Cuts Brazil Phosphate Output Over Strait of Hormuz Crisis
Mosaic halts operations at key Brazilian fertilizer plants as shipping disruptions in the Strait of Hormuz trigger a severe global sulfur shortage.
Soybean Speculators Stay Net-Long as Market Open Interest Climbs
The latest CFTC data shows non-commercial speculators holding a strong net-long position in soybeans as total open interest reaches 975,954 contracts.
Soybean Speculators Build Net-Long Positions as Demand Rises
CFTC data shows non-commercial traders holding 215,618 long contracts in soybeans, signaling bullish sentiment amid weather risks and renewed Chinese buying.
Dry Weather in Brazil's Soybean Belt Raises Crop-Stress Risk
Prolonged dry spells in key Brazilian soybean regions, including Rio Verde and Sorriso, threaten early-season soil moisture and could tighten global supply.