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73 results for “El Niño

Brazil’s Record Harvest and High Global Stocks Create Buffer Against Looming ‘Super El Niño’
AgroAug 13

Brazil’s Record Harvest and High Global Stocks Create Buffer Against Looming ‘Super El Niño’

Substantial worldwide grain inventories and Brazil's role as the top soybean supplier are mitigating the risks of food shortages from a major El Niño event.

Native Vegetation Loss Amplifies Brazil's Harvest Exposure to El Niño Extremes, MapBiomas Finds
PROAgroAug 12

Native Vegetation Loss Amplifies Brazil's Harvest Exposure to El Niño Extremes, MapBiomas Finds

A new study from MapBiomas links decades of native vegetation clearing to increased vulnerability for Brazilian agriculture during El Niño events, citing the 2023/2024 drought and floods.

Brazil’s Farm Power Softens Global Food Shock from ‘Super’ El Niño
MarketsAug 12

Brazil’s Farm Power Softens Global Food Shock from ‘Super’ El Niño

Near-record Brazilian grain output and advanced tropical farming are adding critical resilience to global food supplies amid the 'super El Niño' climate event.

Brazil’s Record Harvests Buffer Global Food Prices Against ‘Super El Niño’ Drought in Asia
AgroAug 12

Brazil’s Record Harvests Buffer Global Food Prices Against ‘Super El Niño’ Drought in Asia

Near-record Brazilian soy and corn output is stabilizing global supply chains as the intense El Niño phenomenon dries out crops in Asia and Australia.

Dry Spell in Brazil’s Key Soy Regions Threatens Soil Moisture Ahead of Planting
PROAgroAug 12

Dry Spell in Brazil’s Key Soy Regions Threatens Soil Moisture Ahead of Planting

Seven-day drought in top Brazilian soybean states raises concern over delayed planting for the 2026/2027 crop and subsequent risk to second-crop corn.

Severe El Niño Forecast Threatens Brazil’s Northeast With Extended Drought, Compromising Agriculture and Water Security
PROAgroAug 11

Severe El Niño Forecast Threatens Brazil’s Northeast With Extended Drought, Compromising Agriculture and Water Security

The Northeast region faces severe drought and extreme heat through November due to a strong El Niño, threatening crops, livestock, and power supply.

Northeast Brazil Drought Signals Food Inflation Risk, Pressuring FX and Inflation Outlook
AgroAug 11

Northeast Brazil Drought Signals Food Inflation Risk, Pressuring FX and Inflation Outlook

Severe drought in Northeast Brazil is threatening regional food crops and livestock, creating a significant near-term risk for national food inflation.

Super El Niño Forecast Splits Brazil’s Agribusiness, Creating Regional Input Arbitrage
AgroAug 10

Super El Niño Forecast Splits Brazil’s Agribusiness, Creating Regional Input Arbitrage

Strong climate forecasts for the 2026/27 crop point to a severe North-South divide in Brazil, triggering a major arbitrage opportunity in agricultural inputs.

Brazil’s Key Soybean Belt Faces Critical Pre-Season Water Stress as Dry Spell Lingers
AgroAug 10

Brazil’s Key Soybean Belt Faces Critical Pre-Season Water Stress as Dry Spell Lingers

Seven days of zero rain in Sorriso, Rio Verde, and Luís Eduardo Magalhães heightens the risk of a delayed start to Brazil’s 2026/27 soybean season.

81% Chance of Super El Niño Puts Brazilian Commodities Under Historic Climate Risk
AgroAug 09

81% Chance of Super El Niño Puts Brazilian Commodities Under Historic Climate Risk

NOAA’s 81% probability forecast for a very strong El Niño cycle is creating volatility for key soft commodities like soy, corn, and coffee.

Very Strong El Niño Threatens Brazil's Key Grain Belt, Raising Supply Risk for Soy and Corn
PROAgroAug 07

Very Strong El Niño Threatens Brazil's Key Grain Belt, Raising Supply Risk for Soy and Corn

The quickly strengthening El Niño is set to bring prolonged drought and heat to the Central-West, imperiling the 2026/27 planting season.

Brazil Hydro Curbs Signal Higher Energy Costs, Renewed Inflation Pressure
PROPoliticsAug 07

Brazil Hydro Curbs Signal Higher Energy Costs, Renewed Inflation Pressure

CMSE ordered hydro discharge cuts to preserve reservoirs against El Niño, signaling reliance on expensive thermal plants and raising industrial energy costs.

Unseasonal Rain Degrades Brazil's Arabica Coffee Quality, Keeping Futures Near 350 Cents
PROAgroAug 06

Unseasonal Rain Degrades Brazil's Arabica Coffee Quality, Keeping Futures Near 350 Cents

Atypical July rainfall in Brazil's Arabica regions has slowed the harvest and degraded bean quality, elevating export risk and commodity prices.

Unseasonal Rains Halt Safrinha Corn Harvest, Disrupt Sugar Crushing in Brazil South
AgroAug 05

Unseasonal Rains Halt Safrinha Corn Harvest, Disrupt Sugar Crushing in Brazil South

Atypical July rains, driven by El Niño, are delaying the safrinha corn harvest and cane crushing, signaling a supply shock for corn and sugar futures.

Atypical Winter Rain in Brazil Slows 2026 Coffee Harvest, Threatens 2027 Crop Potential
AgroAug 05

Atypical Winter Rain in Brazil Slows 2026 Coffee Harvest, Threatens 2027 Crop Potential

Unseasonal heavy rain in Brazil's coffee belt has delayed the current harvest and triggered early flowering, sustaining a bullish trend on futures.

Brazilian Cotton Area Grows 4.4% to 2.07M Hectares, but El Niño and Global Stocks Cap Production
AgroAug 05

Brazilian Cotton Area Grows 4.4% to 2.07M Hectares, but El Niño and Global Stocks Cap Production

Brazil's cotton expansion for 2026/27 is threatened by El Niño climate risk and global oversupply, resulting in a forecast production drop.

Dry Spell in Key Brazilian States Raises Soybean Crop Risk Ahead of Planting Season
AgroAug 03

Dry Spell in Key Brazilian States Raises Soybean Crop Risk Ahead of Planting Season

Seven-day drought in MT, GO, and BA soybean regions adds weather risk premium to global supply outlook.

R$1.3 Billion El Niño Response Confirms Sectoral Shift; Utilities Poised to Gain as Logistics Face Risk
PROMarketsJul 30

R$1.3 Billion El Niño Response Confirms Sectoral Shift; Utilities Poised to Gain as Logistics Face Risk

Brazil's R$1.3 billion El Niño package signals systemic risk; investors bet on utilities like EGIE3 but short logistics and food retail.

Dry Spell in Key Brazilian Soy Regions Raises Water Stress Risk for 2026/27 Planting Season
PROAgroJul 30

Dry Spell in Key Brazilian Soy Regions Raises Water Stress Risk for 2026/27 Planting Season

Seven-day dry spell in Center-West and Northeast Brazil points to a key risk for the next massive soybean crop.

Brazil Soybean Belt Dry Spell Raises Planting-Delay Risk for 2026/27 Crop
PROAgroJul 30

Brazil Soybean Belt Dry Spell Raises Planting-Delay Risk for 2026/27 Crop

Seven-day dry spell in Sorriso, Rio Verde, and Luís Eduardo Magalhães threatens soil moisture ahead of planting.

Brazil to Spend R$850 Million Stockpiling Rice, Corn as R$1.34 Billion El Niño Plan Kicks Off
AgroJul 29

Brazil to Spend R$850 Million Stockpiling Rice, Corn as R$1.34 Billion El Niño Plan Kicks Off

Brazil's government announced a R$1.335 billion plan to counter El Niño, with R$850 million dedicated to buying 490,000 tons of grains.

Brazil Earmarks R$850 Million for Corn, Rice Stocks to Counter El Niño Supply Risk
AgroJul 29

Brazil Earmarks R$850 Million for Corn, Rice Stocks to Counter El Niño Supply Risk

Federal government allocates R$850M for the purchase of 490,000 tonnes of corn and rice to safeguard food security amid 2026/2027 El Niño threat.

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.

Lula’s R$1.3B El Niño Plan Sparks Fiscal and Ag Intervention Alert
PROPoliticsJul 29

Lula’s R$1.3B El Niño Plan Sparks Fiscal and Ag Intervention Alert

Brazil's R$1.335 billion El Niño mitigation plan triggers fiscal and market intervention worries, impacting the real and agricultural commodities.

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’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.

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.

Dual Shock Threatens 2027 Yields: El Niño and Fertilizer Lag Point to Brazil Food Inflation
PROAgroJul 27

Dual Shock Threatens 2027 Yields: El Niño and Fertilizer Lag Point to Brazil Food Inflation

A high-risk confluence of very strong El Niño and a critical lag in fertilizer application heightens the risk of a major supply shock for Brazil's 2026/27 crop cycle.

El Niño Weather Split Elevates Agricultural Risk: Southern Rains Threaten Wheat, Dry Center-West Faces Fire Risk
AgroJul 27

El Niño Weather Split Elevates Agricultural Risk: Southern Rains Threaten Wheat, Dry Center-West Faces Fire Risk

Extreme weather, driven by El Niño, creates contrasting production risks for key Brazilian crops and agribusiness.

Dual Crisis: Hormuz Geopolitics and El Niño Stress Brazil’s Agribusiness Supply Chain
AgroJul 27

Dual Crisis: Hormuz Geopolitics and El Niño Stress Brazil’s Agribusiness Supply Chain

Dual pressure from surging global fertilizer costs and El Niño weather threatens Brazilian crop yields and food price stability.