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112 results for “commodity

Speculators Take Extreme Long Position on Soybeans, Signalling Bullish Bet Against Record Brazil Harvest
MarketsAug 18

Speculators Take Extreme Long Position on Soybeans, Signalling Bullish Bet Against Record Brazil Harvest

Hedge funds and large speculators have taken a dramatically net-long position in soybean futures, placing a bullish bet on a key Brazil export.

Speculators Hold Firmly Bullish on Soybeans, Signalling Upside Risk for Brazil’s Record Crop
MarketsAug 18

Speculators Hold Firmly Bullish on Soybeans, Signalling Upside Risk for Brazil’s Record Crop

Large commodity traders remain net-long over 100,000 soybean futures contracts, indicating strong bullish sentiment that impacts Brazil.

Global Funds Place Record Net-Long Bet on Soybean Futures, Raising Price Tension for Brazil's Agro Sector
MarketsAug 17

Global Funds Place Record Net-Long Bet on Soybean Futures, Raising Price Tension for Brazil's Agro Sector

Speculators are holding a massive net-long position in soybean futures, indicating high conviction that prices will rise, directly affecting Brazil's farm exports.

Brazil’s Record Trade Surplus Masks Billions in Persistent Investor Capital Outflow
PROCurrenciesAug 17

Brazil’s Record Trade Surplus Masks Billions in Persistent Investor Capital Outflow

Brazil logged its largest first-half FX inflow since 2018, but the result was entirely due to commodity exports, hiding a steep investor flight.

China’s Food Security Push Poses Systemic Risk to Brazil’s Commodity Exports
AgroAug 17

China’s Food Security Push Poses Systemic Risk to Brazil’s Commodity Exports

Beijing's new five-year plan for self-sufficiency introduces the threat of steep surtaxes and quotas on Brazilian soy and beef volumes.

Speculators Hold Massive Net-Long Bet on Soybeans, Signalling Volatility for Brazil’s Top Export
PROMarketsAug 17

Speculators Hold Massive Net-Long Bet on Soybeans, Signalling Volatility for Brazil’s Top Export

Big speculators on the Chicago futures market are holding a massive net-long position in soybeans, a commodity vital to the Brazilian economy.

'Very Strong' El Niño Threatens Brazil's 2026/27 Harvest With Systemic Climate Divide
PROAgroAug 16

'Very Strong' El Niño Threatens Brazil's 2026/27 Harvest With Systemic Climate Divide

The intensifying El Niño phenomenon, with over 90% probability of a very strong event, creates drought in the Center-West and flooding in the South, putting Brazil's soybean and corn crops at systemic risk.

Speculators’ Massive Soybean Bet Signals Confidence in Rising Prices for Brazilian Commodity
MarketsAug 14

Speculators’ Massive Soybean Bet Signals Confidence in Rising Prices for Brazilian Commodity

Large speculators have built a net-long position in soybean futures, signaling strong bullish conviction for Brazil's top export.

'Super El Niño' Forecast Threatens Brazil Harvest With Split Climate Extremes
PROAgroAug 14

'Super El Niño' Forecast Threatens Brazil Harvest With Split Climate Extremes

Climate experts project an over 80% chance of a very strong El Niño, threatening to split Brazil's 2026/2027 crop season with drought and floods.

Speculators Hold Extreme Net-Long Position in Soybeans, Signaling Price Risk for Brazil’s Farmers
PROMarketsAug 14

Speculators Hold Extreme Net-Long Position in Soybeans, Signaling Price Risk for Brazil’s Farmers

Hedge funds hold a historically large net-long position in soybean futures, creating significant volatility risk for Brazilian farmers and the global agro-market.

Super El Niño Threatens Amazon River, Imperiling Brazil’s Key Soy Export Corridor
PROMarketsAug 14

Super El Niño Threatens Amazon River, Imperiling Brazil’s Key Soy Export Corridor

Extreme drought in Brazil's North, caused by a record-strength El Niño, risks crippling the Amazon river transport for soy exports.

Global Speculators Place Massive Bullish Bet on Soybeans, Setting Up Brazil’s Next Crop Decision
MarketsAug 14

Global Speculators Place Massive Bullish Bet on Soybeans, Setting Up Brazil’s Next Crop Decision

Large speculative funds have amassed a net-long position on soybean futures, signaling an expectation for higher prices that will influence Brazilian farmers.

Speculators Pile Into Brazil-Backed Soybean Futures, Betting Big on Price Upside
PROMarketsAug 13

Speculators Pile Into Brazil-Backed Soybean Futures, Betting Big on Price Upside

Large commodity speculators are holding a highly concentrated net-long position in soybean futures, signaling conviction in price increases.

Financial Stress Jumps 22% for Brazilian Farmers as Debt, High Rates Squeeze Record Harvest Margins
AgroAug 13

Financial Stress Jumps 22% for Brazilian Farmers as Debt, High Rates Squeeze Record Harvest Margins

Requests for judicial recovery in Brazil's agribusiness surged in Q1, highlighting a debt crisis hitting the world's top food exporter.

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.

Trade Surplus Shields Brazilian Real as Financial Outflow Signals Investor Caution
CurrenciesAug 13

Trade Surplus Shields Brazilian Real as Financial Outflow Signals Investor Caution

Brazil's foreign exchange flow remained positive in early August, but a small financial outflow was offset by a massive trade surplus.

Global Speculators Double Down on Extreme Soybean Bet Despite Brazil’s Record Harvest
PROMarketsAug 13

Global Speculators Double Down on Extreme Soybean Bet Despite Brazil’s Record Harvest

Large financial speculators hold a huge net-long position in soybean futures, betting on a price surge despite Brazil’s bumper crop.

Brazilian Yield Hunt Turns to Industrial Small-Caps, Offering Double-Digit Payouts
Small CapsAug 13

Brazilian Yield Hunt Turns to Industrial Small-Caps, Offering Double-Digit Payouts

A hunt for high dividend yields in Brazil is shifting from traditional state-owned banks and commodity firms to smaller industrial and construction companies.

Brazilian Farm Bankruptcies Surge 56%, Signaling Financial Stress in Global Agribusiness
PROAgroAug 13

Brazilian Farm Bankruptcies Surge 56%, Signaling Financial Stress in Global Agribusiness

Agribusiness judicial recovery requests in Brazil hit a record 1,990 in 2025, driven by high costs and falling commodity prices for soy and corn.

Speculators Bet Big on Higher Soybean Prices, Signaling Strong Revenue for Brazilian Agribusiness
PROMarketsAug 12

Speculators Bet Big on Higher Soybean Prices, Signaling Strong Revenue for Brazilian Agribusiness

Large speculators hold a massive net-long position in soybean futures, signaling an expectation of rising prices that directly benefits Brazil, the world's top exporter.

Key Brazilian Soy Hubs Suffer Prolonged Dry Spell, Raising Risk of Planting Delays for New Crop
PROAgroAug 12

Key Brazilian Soy Hubs Suffer Prolonged Dry Spell, Raising Risk of Planting Delays for New Crop

A seven-day dry spell across Brazil's top soybean regions—Sorriso, Luís Eduardo Magalhães, and Rio Verde—is creating soil moisture stress before the critical planting window.

Farm Bankruptcies Spike 22% in Brazil, Signaling Crisis in Agribusiness Heartland
PROAgroAug 12

Farm Bankruptcies Spike 22% in Brazil, Signaling Crisis in Agribusiness Heartland

Requests for judicial recovery in Brazilian agribusiness soared 21.9% in Q1 2026, driven by high debt and low commodity prices, with the key soy state of Mato Grosso leading the surge.

Brazil Agro Crisis Deepens as Farm Judicial Recovery Filings Surge 33% in Q1
PROMarketsAug 12

Brazil Agro Crisis Deepens as Farm Judicial Recovery Filings Surge 33% in Q1

Requests for court-supervised reorganization by Brazilian farmers jumped 33% in Q1 2026, putting R$38 billion in liabilities under stress.

São Martinho Profit Plunges 39% as Lower Sugar Prices and Strategic Ethanol Delay Hit Q1 Results
Small CapsAug 11

São Martinho Profit Plunges 39% as Lower Sugar Prices and Strategic Ethanol Delay Hit Q1 Results

Brazilian agribusiness giant São Martinho reported a 39.3% drop in net profit for 1Q27, driven by falling commodity prices and a decision to withhold ethanol sales.

Polar Air Threatens Brazil’s Coffee, Safrinha Corn as Frost Risk Spikes in Southern, Southeastern States
AgroAug 11

Polar Air Threatens Brazil’s Coffee, Safrinha Corn as Frost Risk Spikes in Southern, Southeastern States

An intense cold front has brought sub-zero temperatures and high frost risk to key Brazilian agricultural areas, pushing commodity prices higher.

Brazil Agro-Giant São Martinho's Profit Plunges 39.3%, Highlighting Global Price Pressure on Bioenergy Sector
PROSmall CapsAug 11

Brazil Agro-Giant São Martinho's Profit Plunges 39.3%, Highlighting Global Price Pressure on Bioenergy Sector

Brazilian bioenergy leader São Martinho saw Q1 net profit fall 39.3%, as low global commodity prices for sugar and ethanol outpaced gains in agricultural productivity, challenging the massive agro-industrial sector.

Big Speculators Hold Massive Net-Long Position in Soybeans Despite Record Brazilian Harvest
PROMarketsAug 11

Big Speculators Hold Massive Net-Long Position in Soybeans Despite Record Brazilian Harvest

Large speculators, or 'managed money,' maintain a high net-long position in soybean futures, signaling bullish expectations for the commodity.

Brazil’s Split Economy: Retail Boom Fueled by Jobs Lows Masks Primary Sector Price Drag
MarketsAug 10

Brazil’s Split Economy: Retail Boom Fueled by Jobs Lows Masks Primary Sector Price Drag

Consumer spending powers retail and service growth, while falling commodity prices hit Brazil's Agronegócio GDP.

Speculators Maintain Extreme Long Bet on Soybeans, Signaling Price Resilience Despite Brazil’s Record Harvest
PROMarketsAug 10

Speculators Maintain Extreme Long Bet on Soybeans, Signaling Price Resilience Despite Brazil’s Record Harvest

Large futures traders are heavily net-long on soybean contracts, a bullish signal that defies expectations from Brazil's huge supply.

Speculators Hold Extreme Net-Long Position in Soybean Futures Despite Brazil’s Record Crop Forecast
PROMarketsAug 10

Speculators Hold Extreme Net-Long Position in Soybean Futures Despite Brazil’s Record Crop Forecast

Hedge funds are betting heavily on rising soybean prices, holding a net-long position of 20,304 contracts.