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112 results for “commodity

Persistent Dry Spell in Key Brazilian Soybean Belts Raises Soil Moisture Risk for Next Crop
AgroJul 27

Persistent Dry Spell in Key Brazilian Soybean Belts Raises Soil Moisture Risk for Next Crop

Severe rainfall deficit in MT, GO, and BA soybean regions risks planting delays for 2026/27 crop, supporting futures prices.

Brazil Agribusiness: Dry Spell in Soy Belt Raises Crop Risks
AgroJul 23

Brazil Agribusiness: Dry Spell in Soy Belt Raises Crop Risks

A severe dry spell across Brazil's key soybean regions is raising crop-stress risks, threatening supply and catching the attention of global commodity traders.

US Imposes 25% Tariff on Brazil; Commodity Exemptions Soften Blow
PoliticsJul 20

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.

Delayed Brazil Coffee Harvest Sparks Global Price Surge
AgroJul 20

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.

Soybean Futures Net-Long Positions Signal Speculator Conviction
PROMarketsJul 17

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.

Dry spell in Brazil's soybean belt raises crop-stress risks
AgroJul 16

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
AgroJul 16

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.

Soybean Speculators Boost Net-Long Bets as Open Interest Climbs
PROMarketsJul 16

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.

Soybean Futures Surge Ties U.S. Crop Risks to Brazilian Markets
MarketsJul 15

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.

Soybean Speculators Stay Net-Long as Market Open Interest Climbs
PROMarketsJul 14

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.

Record $90 Billion Trade Surplus Forecast Backstops BRL
CurrenciesJul 14

Record $90 Billion Trade Surplus Forecast Backstops BRL

Brazil's revised $90 billion trade surplus forecast provides a strong structural dollar-inflow cushion to limit USD/BRL downside during global volatility.

Soybean Speculators Build Net-Long Positions as Demand Rises
MarketsJul 13

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.

Soybean Speculators Hold Net-Long Positions as Open Interest Surges
MarketsJul 13

Soybean Speculators Hold Net-Long Positions as Open Interest Surges

Large speculators maintain a strong net-long stance in soybean futures, signaling potential volatility as open interest climbs to 975,954 contracts.

BRL Rebounds to 5.13 on Record Trade Outlook and Fed Rate Bets
CurrenciesJul 07

BRL Rebounds to 5.13 on Record Trade Outlook and Fed Rate Bets

The Brazilian Real rebounded to 5.13 per USD as Brazil raised its 2026 trade surplus forecast to $90 billion amid cooling US labor data.

Soybean Speculators Maintain Net-Long Stance as Supply Risks Loom
MarketsJul 07

Soybean Speculators Maintain Net-Long Stance as Supply Risks Loom

Large speculators hold a net-long position in soybean futures amid shifting supply dynamics and high open interest, signaling potential volatility ahead.

Brazilian Real Breaks Below 5.15 Barrier on Commodity Rally
CurrenciesJul 07

Brazilian Real Breaks Below 5.15 Barrier on Commodity Rally

The Brazilian real strengthened against the US dollar to close at R$ 5.1320 on July 6, 2026, driven by falling risk premiums and strong commodity demand.

Soybean Speculators Hold Net-Long Positions Amid Supply Shifts
MarketsJul 06

Soybean Speculators Hold Net-Long Positions Amid Supply Shifts

Large speculative traders in the soybean futures market maintain a net-long bias as agricultural markets digest key USDA acreage and quarterly stocks data.

Brazil Boosts 2026 Trade Surplus Forecast to Record $90 Billion
PROCurrenciesJul 06

Brazil Boosts 2026 Trade Surplus Forecast to Record $90 Billion

Brazil raised its 2026 trade surplus forecast to $90 billion, providing a massive dollar liquidity buffer that could cap USD/BRL upside amid fiscal noise.

Vale Stock Trades at Steep Discount as Iron Ore Defies Bears
MarketsJul 06

Vale Stock Trades at Steep Discount as Iron Ore Defies Bears

Iron ore's resilience near $100 per ton challenges long-term bear cases, leaving Brazilian miner Vale S.A. trading at a discounted 4.3x EV/EBITDA multiple.

Soybean futures: Speculators hold net-long bias amid USDA data
MarketsJul 02

Soybean futures: Speculators hold net-long bias amid USDA data

Big speculators maintain a net-long position in soybean futures as investors digest the latest USDA acreage and stocks reports.

Brazil Soybean Belt Dryness Raises Supply Risks for Investors
AgroJul 02

Brazil Soybean Belt Dryness Raises Supply Risks for Investors

A widening dry spell across Brazil's key soybean regions, including Mato Grosso and Paraná, threatens crop yields and tightens global supply.

Ibovespa Rises to 173,295 as Bank Gains Offset Commodities
MarketsJun 29

Ibovespa Rises to 173,295 as Bank Gains Offset Commodities

Brazil's Ibovespa index rose 0.76% to close at 173,295.14 as financial sector gains offset declines in major commodity stocks like Petrobras and Vale.