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494 results for “Agro

Brazil Agro-GDP Contracts 2.01% in Q1 as Commodity Price Deflation Outweighs Record Production
AgroAug 07

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.

EU Ban on Brazilian Meat, Honey Takes Effect Sept. 3, Putting Premium $1.8 Billion Exports at Risk
PROAgroAug 07

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
PROMarketsAug 07

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.

Brazil Agribusiness GDP Contracts 2.01% in Q1 as Falling Commodity Prices Erode Record Harvest Value
PROAgroAug 07

Brazil Agribusiness GDP Contracts 2.01% in Q1 as Falling Commodity Prices Erode Record Harvest Value

Brazil's Agribusiness GDP (PIB do Agronegócio) shrank in Q1, driven by price declines that offset volume gains, squeezing farmer margins.

Minas Gerais’ R$45.6 Billion Agro Exports Validate SNAG11 Fiagro Thesis
InvestingAug 07

Minas Gerais’ R$45.6 Billion Agro Exports Validate SNAG11 Fiagro Thesis

Robust H1 2026 agribusiness exports from Minas Gerais underpin the credit quality of Certificados de Recebíveis do Agronegócio (CRAs) held by Fiagro SNAG11.

EU $1.8 Billion Protein Embargo Looms, Pressuring Brazilian Meatpackers and Domestic Supply
PROAgroAug 07

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.

EU Ban on Brazilian Animal Protein Starts September 3, Halting $1.8 Billion in Exports
AgroAug 06

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.

Extratropical Cyclone Threatens Southern Brazil Winter Crops While Low River Levels Stress Northern Export Logistics
AgroAug 06

Extratropical Cyclone Threatens Southern Brazil Winter Crops While Low River Levels Stress Northern Export Logistics

Intense cyclone targets Paraná and Rio Grande do Sul, risking wheat damage, concurrent with low water levels slowing exports from Miritituba port.

Record Soybean Processing Outlook Boosts Brazil Agribusiness Credit
InvestingAug 06

Record Soybean Processing Outlook Boosts Brazil Agribusiness Credit

Brazil's record 2026 soybean crush forecast of 63.3 million tonnes supports the credit profiles of agribusiness-focused Fiagro investment funds.

Speculators Stay Heavily Net-Long on Soybeans Despite Brazil's Record Crop Outlook
MarketsAug 06

Speculators Stay Heavily Net-Long on Soybeans Despite Brazil's Record Crop Outlook

Non-commercial traders hold a net-long position of over 211,000 soybean contracts, signaling bullish conviction against bearish fundamentals.

Dry Spell in Key Brazilian Soybean Regions Raises Crop-Stress Risk Ahead of Peak Planting
AgroAug 06

Dry Spell in Key Brazilian Soybean Regions Raises Crop-Stress Risk Ahead of Peak Planting

Week-long drought conditions in Mato Grosso, Goiás, and Bahia introduce volatility risk to CBOT Soybean futures as planting windows open.

Dry Spell in Key Brazilian Soybean Belt Triggers Crop Stress Alert for 2026/27 Crop
PROAgroAug 06

Dry Spell in Key Brazilian Soybean Belt Triggers Crop Stress Alert for 2026/27 Crop

Seven consecutive dry days across Brazil's center-west soy belt raise soil moisture concerns ahead of the planting season.

Atypical July Rain Threatens Quality of Brazil Arabica Coffee Crop, Sustaining KC_F Price Rally
AgroAug 06

Atypical July Rain Threatens Quality of Brazil Arabica Coffee Crop, Sustaining KC_F Price Rally

Excessive rainfall in Brazil's coffee belt has compromised the quality of up to 30% of the 2026/27 Arabica harvest, keeping futures prices elevated.

Brazilian Beef Outlook Darkens as EU Veto and China Quotas Force Production Cut
PROAgroAug 06

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.

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.

Large Speculators Hold 123,705 Net-Long Soybean Contracts, Signaling Bullish Bias in Brazil Agribusiness
PROMarketsAug 06

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.

'Bomb Cyclone' Threatens Southern Brazil Grain Logistics, Winter Crops; Inmet Issues Danger Alert
PROAgroAug 06

'Bomb Cyclone' Threatens Southern Brazil Grain Logistics, Winter Crops; Inmet Issues Danger Alert

An Inmet 'danger' alert for a 'bomba cyclone' from August 6-8 puts Brazilian grain logistics and winter wheat crops in Rio Grande do Sul and Paraná at high risk.

Mato Grosso Soy Price Surge Halves Crushing Margins, Pressuring Brazil Agribusiness Supply Chain
AgroAug 06

Mato Grosso Soy Price Surge Halves Crushing Margins, Pressuring Brazil Agribusiness Supply Chain

The average price of raw soy in Mato Grosso surged 9.49% in July, causing local crushing margins to fall by 20.52%.

Record Soybean Harvest Forecast Fuels Demand for Agribusiness Credit, Boosting Fiagro SNAG11 Thesis
InvestingAug 06

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.

Zero-Rain Dry Spell Threatens Delayed Soybean Planting in Brazil’s Center-West
PROAgroAug 06

Zero-Rain Dry Spell Threatens Delayed Soybean Planting in Brazil’s Center-West

Seven-day rain totals are 0.0mm in key states, risking significant delay to the 2026/27 soybean planting cycle.

Fiagro SNFZ11 Rises 2.04%, Signaling Strength in Brazil Agricultural Land-Backed Strategy
InvestingAug 06

Fiagro SNFZ11 Rises 2.04%, Signaling Strength in Brazil Agricultural Land-Backed Strategy

The Suno Fazendas Fiagro outpaced the IFIX, driven by its dual strategy of acquiring land for long-term appreciation and generating income from leasing.

Brazilian Beef Production Seen Dropping 4.8% as China Quotas, EU Bans Tighten Meatpacker Outlook
PROAgroAug 06

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.

Dry Spell in Key Brazilian Soy Regions Poses Risk to 2026/27 Soybean Crop and Safrinha Corn
PROAgroAug 05

Dry Spell in Key Brazilian Soy Regions Poses Risk to 2026/27 Soybean Crop and Safrinha Corn

Seven consecutive dry days across key Brazilian soy hubs is raising crop-stress and planting delay concerns for the 2026/27 season.

EU Ban on Premium Beef Exports Forces Brazil’s Protein Giants to Fast-Track Diversification
PROAgroAug 05

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.

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.

EU Veto on Brazilian Protein Starts Sept. 3, Putting US$2 Billion in Exports at Risk; Two-Year Recovery Seen for Beef
PROAgroAug 05

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.

Atypical July Rain Threatens Supply of High-Grade Brazil Arabica Coffee
PROAgroAug 05

Atypical July Rain Threatens Supply of High-Grade Brazil Arabica Coffee

Unseasonal rain in key Arabica regions is degrading the quality of the 2026/27 crop, threatening premium export volumes.

Dry Spell in Key Brazilian Soy Belt Threatens Planting Start, Maintaining Supply Risk Premium on CBOT Futures
PROAgroAug 05

Dry Spell in Key Brazilian Soy Belt Threatens Planting Start, Maintaining Supply Risk Premium on CBOT Futures

Zero rain in major central/northern soy regions over seven days is delaying soil moisture recharge, threatening the 2026/27 planting.

Adverse Weather and Farmer Resistance Slow Brazil’s Safrinha Corn Flow, Driving Spot Prices Higher
AgroAug 05

Adverse Weather and Farmer Resistance Slow Brazil’s Safrinha Corn Flow, Driving Spot Prices Higher

Persistent heavy rains in Brazil's South are delaying the Safrinha corn harvest and tightening physical supply, pushing domestic prices up.