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275 results for “brazil agribusiness

Record Sugarcane Grinding Pace in São Paulo Sustains High Ethanol Volume
PROAgroAug 03

Record Sugarcane Grinding Pace in São Paulo Sustains High Ethanol Volume

Mills in Brazil’s Center-South are processing cane at a record pace, shifting mix further toward ethanol as low global sugar prices persist.

Speculators Maintain Significant Net-Long Position in Soybeans, Signaling Price Risk for Brazil Agribusiness
PROMarketsAug 03

Speculators Maintain Significant Net-Long Position in Soybeans, Signaling Price Risk for Brazil Agribusiness

Large speculators hold a 123,705-contract net-long bet on soybeans, a level that raises risk of long liquidation.

Tight Supply and Seasonal Demand Push Brazil’s Boi Gordo Prices Up 4.48%
AgroAug 03

Tight Supply and Seasonal Demand Push Brazil’s Boi Gordo Prices Up 4.48%

Brazilian fat cattle prices rose sharply in July, hitting R$350/@, driven by restricted supply and strong seasonal domestic demand.

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.

Large Speculators Hold 113,860 Net-Long Contracts on Soybean Futures, Signaling Strong Bullish Conviction
MarketsJul 31

Large Speculators Hold 113,860 Net-Long Contracts on Soybean Futures, Signaling Strong Bullish Conviction

Non-commercial traders are heavily net-long on soybeans, signaling a firm belief in higher prices despite record Brazil output.

Accelerated Safrinha Corn Sales Support Fiagro Thesis as SNFZ11 Expands Portfolio in Mato Grosso
PROInvestingJul 31

Accelerated Safrinha Corn Sales Support Fiagro Thesis as SNFZ11 Expands Portfolio in Mato Grosso

Brazilian farmers accelerated second-crop corn sales in July, underpinning agribusiness funds (Fiagros) like SNFZ11, which is undergoing a R$120 million quota emission.

Restricted Cattle Supply Pushes Boi Gordo Prices to R$350/Arroba, Squeezing Meatpacker Margins
AgroJul 31

Restricted Cattle Supply Pushes Boi Gordo Prices to R$350/Arroba, Squeezing Meatpacker Margins

Brazil's fattened cattle prices are firming on tight supply, pressuring margins for meatpackers like JBS (JBSS3) and Marfrig (MRFG3).

Delayed Brazilian Coffee Harvest, Quality Risk Sustain High Arabica Coffee Futures Prices
PROAgroJul 31

Delayed Brazilian Coffee Harvest, Quality Risk Sustain High Arabica Coffee Futures Prices

Brazil's overall coffee harvest lags the five-year average, with excessive rainfall in Minas Gerais raising quality fears and supporting futures.

Dry Spell in Key Brazilian Soy Regions Raises Soil Moisture Risk for 2026/27 Soybean Crop
PROAgroJul 31

Dry Spell in Key Brazilian Soy Regions Raises Soil Moisture Risk for 2026/27 Soybean Crop

Seven consecutive dry days in Mato Grosso and Goiás raise water stress risk for pre-planting soil moisture.

Brazil Weighs WTO Challenge Over EU’s Looming $1.8 Billion Meat Import Ban
PROAgroJul 31

Brazil Weighs WTO Challenge Over EU’s Looming $1.8 Billion Meat Import Ban

Brazil is considering a WTO dispute to challenge the EU’s September 3 ban on Brazilian meat over antimicrobial control, risking major market disruption for exporters like JBS and Minerva.

Fiagro SNFZ11 Launches R$120 Million Offering to Double Farmland Equity in Mato Grosso
InvestingJul 30

Fiagro SNFZ11 Launches R$120 Million Offering to Double Farmland Equity in Mato Grosso

SNFZ11, a Brazil agribusiness fund, is raising R$120M to acquire three new Mato Grosso farms, expanding its equity-backed portfolio to 3,800 hectares.

Brazil Opens R$100 Billion Rural Debt Window as Banks Face Credit Risk
PROAgroJul 30

Brazil Opens R$100 Billion Rural Debt Window as Banks Face Credit Risk

Brazil's CMN has regulated MP 1.376/2026, opening a R$100 billion rural debt renegotiation window that shifts credit risk directly onto major banks.

CMN Approves Rules for Brazil Rural Debt Renegotiation, Leaving R$100 Billion Risk on Bank Balance Sheets
PROAgroJul 30

CMN Approves Rules for Brazil Rural Debt Renegotiation, Leaving R$100 Billion Risk on Bank Balance Sheets

CMN finalized the regulatory framework for MP 1.376, authorizing up to R$100B in rural debt re-negotiation with risk held by banks.

Brazil Eyes WTO Challenge as EU’s $2.4 Billion Meat Export Ban Looms in September
PROAgroJul 30

Brazil Eyes WTO Challenge as EU’s $2.4 Billion Meat Export Ban Looms in September

Brazil is preparing a WTO challenge against the EU's ban on animal products over antimicrobial use, threatening $2.4B in annual exports.

B3 Registers First Tokenized Cattle Collateral, Signaling Lower-Risk Rural Credit Via AgTech
AgroJul 30

B3 Registers First Tokenized Cattle Collateral, Signaling Lower-Risk Rural Credit Via AgTech

B3 logged the first credit operation backed by AI-monitored, tokenized cattle, opening a pathway for de-risked rural credit in Brazil.

Speculative ‘Crowded Trade’ in Soybean Futures Hits 113,860 Net-Long, Posing Risk for Brazil Agro
MarketsJul 30

Speculative ‘Crowded Trade’ in Soybean Futures Hits 113,860 Net-Long, Posing Risk for Brazil Agro

Large non-commercial traders are holding a bullish 113,860 net-long position in Soybean futures, creating a crowded trade and potential volatility for Brazil's agricultural exports.

Speculators Boost Soybean Net-Long Position to Multi-Month High, Signaling Continued Agro Strength
PROMarketsJul 30

Speculators Boost Soybean Net-Long Position to Multi-Month High, Signaling Continued Agro Strength

Large non-commercial traders in soybean futures hold extreme net-long positions, pointing to sustained bullish conviction.

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.

Lula Challenges US Tariffs at WTO as Trade Tensions Rise
PROPoliticsJul 30

Lula Challenges US Tariffs at WTO as Trade Tensions Rise

Brazil formally requests WTO consultations over US tariffs of 25% and 12.5%, escalating trade tensions and pressuring Brazilian exporters.

JBS Bolsters Asian Footprint with South Korea Deal as Bilateral Trade Ties Deepen
AgroJul 30

JBS Bolsters Asian Footprint with South Korea Deal as Bilateral Trade Ties Deepen

Brazilian meatpacker JBS signed a long-term cooperation agreement with Highland Foods to expand its presence in South Korea.

EU Veto on Brazil Meat Exports Threatens $2.4 Billion Loss
PROAgroJul 30

EU Veto on Brazil Meat Exports Threatens $2.4 Billion Loss

The European Union's upcoming ban on Brazilian animal products over antimicrobial rules poses a multi-billion dollar threat to major B3 meat exporters.

JBS Signs MOU with Highland Foods to Expand in South Korea
AgroJul 30

JBS Signs MOU with Highland Foods to Expand in South Korea

JBS has signed a strategic partnership with South Korea’s Highland Foods to expand its protein distribution in high-value Asian markets.

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 Weighs WTO Challenge as EU Ban Threatens Meat Exports
PROAgroJul 30

Brazil Weighs WTO Challenge as EU Ban Threatens Meat Exports

Brazil is preparing a potential WTO challenge against an upcoming EU ban on its animal products, risking $2.4 billion in annual exports and hitting major meatpackers.

Speculators Stack Net-Long Position in Soybean Futures as Brazil's Agribusiness Watches Closely
PROMarketsJul 30

Speculators Stack Net-Long Position in Soybean Futures as Brazil's Agribusiness Watches Closely

Large speculators have built a net-long position of 113,860 soybean futures contracts, positioning Brazil's key agro sector for potential volatility.

JBS Secures Strategic South Korea Deal, Poised for Beef Market Opening in Asia Push
PROAgroJul 30

JBS Secures Strategic South Korea Deal, Poised for Beef Market Opening in Asia Push

JBS has signed an MoU with Highland Foods, South Korea’s top imported meat distributor, to expand its Asia footprint.

Tight Supply Drives Brazilian Boi Gordo Price to R$355/@, Bullish Signal for Live Cattle Futures
PROAgroJul 30

Tight Supply Drives Brazilian Boi Gordo Price to R$355/@, Bullish Signal for Live Cattle Futures

Reduced availability of slaughter animals in Brazil is forcing up live cattle prices, pressuring meatpacker margins.

Brazil Weighs WTO Action Over Impending EU Meat Ban with Up to $2.4 Billion at Risk
PROAgroJul 30

Brazil Weighs WTO Action Over Impending EU Meat Ban with Up to $2.4 Billion at Risk

Brazil is considering a WTO complaint against the EU's September 3 ban on animal products, raising significant risk for Brazilian meat exporters.

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.

Persistent Dry Spell in Key Brazilian Soy Belt Raises Risk for 2026/27 Planting Season
AgroJul 29

Persistent Dry Spell in Key Brazilian Soy Belt Raises Risk for 2026/27 Planting Season

Near-zero July rainfall in Center-West soy hubs is depleting soil moisture ahead of the critical planting window, posing supply risk.