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148 results for “jbs”
Big Speculators Keep Net-Long Bet on Soybeans, Signaling Bullish Outlook Amid Brazil's Record Crop
Non-commercial traders maintain a significant net-long position in soybean futures, a key indicator for global agricultural prices.
Final Brazil Earnings Wave Kicks Off with Embraer, Itaúsa as JBS Shares Rally
The final major wave of Brazil's Q2 earnings begins with Embraer and Itaúsa reporting, setting the closing tone for the B3 as JBS shares gain.
JBS Secures US$2.5 Billion Indonesia Sovereign Fund Investment for Asia-Pacific Protein Venture
JBS N.V. agreed to a $2.5B JV with PT Danantara, Indonesia's sovereign fund arm, to expand its Australian and New Zealand protein assets.
Brazil’s Beef Sector Faces Headwinds as 2026 Cattle Slaughter Projected to Fall 5% Amid Export Barriers
A forecast drop in cattle slaughter and new export restrictions create a complex pricing dynamic for Brazilian meatpackers like JBS and Minerva.
Brazil’s Beef Contraction Expected to Fuel Record Growth for Poultry, Pork Producers
Brazil’s cattle cycle reversion, dropping beef output by 3.5% in 2026, is set to accelerate the shift to cheaper proteins, boosting major processors JBS and MBRF.
EU Meat Veto Threatens Premium Market Access, Puts $1B In Brazilian Exports at Risk
EU ban on Brazilian meat and honey over antimicrobial use takes effect Sept 3, threatening $1B in high-value exports from companies like JBS and Minerva.
EU Ban on Brazilian Beef, Poultry, and Honey Takes Effect Sept 3rd Over Antimicrobial Controls
The EU will prohibit imports of key Brazilian animal products starting Sept 3rd, citing insufficient controls over antimicrobial use.
Brazil Agro-GDP Contracts 2.01% in Q1 as Commodity Price Deflation Outweighs Record Production
Brazil's Agro-GDP, or PIB do Agronegócio, fell 2.01% in Q1 2026, a sharp deceleration driven by lower prices for key agricultural commodities despite higher output volumes.
JBS Secures US$2.5 Billion Indonesia SWF Deal to Fuel Asia-Pacific Protein Expansion
Brazil's JBS struck a US$2.5B joint venture with Danantara, Indonesian SWF, to expand its protein platform in Southeast Asia.
EU Ban on Brazilian Meat, Honey Takes Effect Sept. 3, Putting Premium $1.8 Billion Exports at Risk
EU ban over antimicrobial concerns starts Sept. 3, impacting premium beef and poultry; JBS and Minerva face redirected volume.
Large Speculators Take Record Long Bet on Soybean Futures Despite Brazil’s Bumper Harvest Forecasts
Non-commercial traders sharply increased their net-long position in soybean futures, signaling a strong conviction in price upside.
EU $1.8 Billion Protein Embargo Looms, Pressuring Brazilian Meatpackers and Domestic Supply
EU's Sept 3 ban on Brazilian animal products over antimicrobial concerns jeopardizes $1.8B in trade, forcing displacement onto the domestic market.
Speculators Hold Extreme Net-Long Position in Soybean Futures
Large speculators are net-long 123,705 contracts in soybean futures, signaling strong bullish conviction.
EU Ban on Brazilian Animal Protein Starts September 3, Halting $1.8 Billion in Exports
Brazil's meat sector faces a two-year market vacuum as the EU ban on beef, poultry, and honey over antimicrobial use takes effect.
Brazilian Beef Outlook Darkens as EU Veto and China Quotas Force Production Cut
Brazil's beef industry faces major headwinds in 2026 as an EU import ban and China's new import quotas are expected to cut national production.
Large Speculators Hold 123,705 Net-Long Soybean Contracts, Signaling Bullish Bias in Brazil Agribusiness
Extreme net-long positioning in soybean futures by large speculators points to bullish sentiment but raises risk of liquidation.
Record Soybean Harvest Forecast Fuels Demand for Agribusiness Credit, Boosting Fiagro SNAG11 Thesis
Brazil's projected record 180.57 million-tonne soybean crop is set to generate massive demand for credit, aligning directly with the investment thesis of the Fiagro SNAG11.
Brazilian Beef Production Seen Dropping 4.8% as China Quotas, EU Bans Tighten Meatpacker Outlook
Brazilian Beef Production is forecast to fall to 40 million head in 2026, driven by protectionist tariffs in China and new EU sanitary restrictions.
EU Ban on Brazilian Meat Threatens $1.8 Billion Export Market Over Antimicrobial Concerns
EU confirmed a ban on Brazilian beef, chicken, and honey exports starting Sept. 3, jeopardizing a US$1.8B market.
EU Ban on Premium Beef Exports Forces Brazil’s Protein Giants to Fast-Track Diversification
Brazil's meatpackers, led by Minerva, scramble to re-route high-value beef cuts after the EU confirmed a ban starting Sept 3, 2026.
EU Veto on Brazilian Protein Starts Sept. 3, Putting US$2 Billion in Exports at Risk; Two-Year Recovery Seen for Beef
The EU formalized a ban on Brazilian animal proteins effective September 3rd, threatening up to $2 billion in annual exports.
EU Ban on Brazilian Animal Products Slams High-Value Beef Exports with Two-Year Bottleneck
EU's regulatory ban over antimicrobial use will disproportionately impact Brazil’s beef sector (BEEF3, MBRV3) for up to two years.
EU Ban on Brazilian Meat Imports Threatens $2 Billion in Exporter Revenue
EU's September 3 ban on Brazilian beef, poultry, and honey over antimicrobial use puts up to $2 billion in annual exports at risk.
EU Veto on Brazilian Beef Takes Effect September 3, Threatening High-Margin Protein Sales
EU ban on Brazilian animal protein over antimicrobial use is set for Sept 3, risking a 50% price premium market for meatpackers.
Brazil’s Diplomatic Push Seeks to Avert September 3 EU Meat Export Ban Over Antimicrobial Rules
Brazil's government is in a last-minute push to reverse an EU ban on $1.8B in meat exports set for September 3 over antimicrobial use.
EU Ban on Brazilian Meat Due September 3 Forces Exporters to Divert Volume; Recovery Could Take Two Years
Brazil's meat and animal product exports face EU ban on Sept 3 over antimicrobial controls, forcing packers to divert premium volume.
EU Beef Ban Forces Brazilian Meatpackers to Divert High-Premium Cuts to Asia, US Markets
Brazilian meatpackers like Minerva and JBS face margin pressure as the EU ban takes effect, losing a market that paid a 50% price premium.
STF Postpones Funrural Tax Ruling, Maintaining R$20.9 Billion Liability Risk for Brazil Agribusiness
Supreme Court's delay on Funrural tax sub-rogação keeps R$20.9B in legal uncertainty for acquirers of rural production like meatpackers.
Brazil Fed Cattle Futures Jump 1.81% on Supply Squeeze, Pressuring Meatpacker Margins
Short-term scarcity of finished cattle pushed Boi Gordo futures to R$348.85/arroba, pressuring margins for JBSF3, MRFG3, and BEEF3.
STF Resumes Sessions, Expected to Resolve Long-Pending Funrural Agro Tax Liability
Brazil's Supreme Federal Court is set to conclude the ADI 4395 ruling, potentially unfreezing billions in agro tax cases.