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275 results for “Brazil Agribusiness

Dry Spell in Brazil’s Soybean Belt Raises Soil Moisture Risk for Next Crop
AgroJul 27

Dry Spell in Brazil’s Soybean Belt Raises Soil Moisture Risk for Next Crop

Severe rainfall deficits in Mato Grosso and Goiás are depleting soil moisture, threatening the timely start of Brazil's 2026/2027 soybean planting season.

Dual Crisis: Fertilizer Squeeze and Strong El Niño Threaten Brazilian Coffee, Rice, and Wheat Prices
AgroJul 27

Dual Crisis: Fertilizer Squeeze and Strong El Niño Threaten Brazilian Coffee, Rice, and Wheat Prices

Brazil's agriculture sector faces simultaneous threats from fertilizer supply crunch and strong El Niño, pressuring prices for coffee, rice, and wheat.

EU-Mercosul Deal Offers Phased Opportunity for Brazilian Wine Importers
AgroJul 27

EU-Mercosul Deal Offers Phased Opportunity for Brazilian Wine Importers

Gradual tariff elimination on European wine, set to conclude by 2034, positions Brazilian importers for long-term growth while challenging domestic producers.

Brazil Soybean Belt Dry Spell Raises Risk of Delayed Planting, Supply Concerns
AgroJul 27

Brazil Soybean Belt Dry Spell Raises Risk of Delayed Planting, Supply Concerns

Near-zero rain in key Brazilian states raises major crop-stress risk ahead of the 2026/27 soybean planting season.

Brazil’s 2026/27 Soybean Exports Forecast to Hit 117.5 Mt Record on Domestic Biodiesel Surge
AgroJul 27

Brazil’s 2026/27 Soybean Exports Forecast to Hit 117.5 Mt Record on Domestic Biodiesel Surge

Brazil is set for a record 117.5 Mt soybean export volume in 2026/27, driven by massive production and a boost in domestic crush demand.

Speculator Net-Long in Soybeans Hits 113,860 Contracts, Signaling Bullish Risk for Brazil Agribusiness
PROMarketsJul 27

Speculator Net-Long in Soybeans Hits 113,860 Contracts, Signaling Bullish Risk for Brazil Agribusiness

Large speculators hold a 113,860 net-long position in soybeans, a high-conviction bet on rising prices with implications for Brazil's agricultural sector.

Fertilizer and El Niño Shock Combines to Threaten 2027 Food Prices
AgroJul 27

Fertilizer and El Niño Shock Combines to Threaten 2027 Food Prices

Geopolitical supply shock on fertilizer, combined with El Niño risk, threatens crop yields and will pressure rice, wheat, and coffee prices.

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.

Soybean Speculators Build Net-Long Bets Amid Brazil Stock Slump
MarketsJul 24

Soybean Speculators Build Net-Long Bets Amid Brazil Stock Slump

Large speculators hold a heavy net-long position in soybean futures, signaling bullish momentum even as Brazil's Ibovespa and key ADRs post daily losses.

Brazil Agribusiness Set to Overtake US After Record $87B H1
AgroJul 24

Brazil Agribusiness Set to Overtake US After Record $87B H1

Brazil's agricultural exports rose 6% to a record $87 billion in H1 2026, positioning the nation to permanently eclipse the US as the top global exporter.

Brazil Agribusiness: Dry Spell in Soybean Belt Stirs Market
AgroJul 24

Brazil Agribusiness: Dry Spell in Soybean Belt Stirs Market

A severe dry spell across Brazil's key soybean belt is raising crop-stress risks, threatening soil moisture ahead of the next planting cycle.

Fertilizer Squeeze Threatens Brazil Agribusiness Ahead of Planting
PROAgroJul 24

Fertilizer Squeeze Threatens Brazil Agribusiness Ahead of Planting

Brazilian farmers are under-covered on fertilizers for the 2026/27 crop as global urea prices soar past $850 per ton amid Strait of Hormuz disruptions.

Soybean Price Bounce Sparks Rapid Selling Wave by Brazilian Farmers
AgroJul 24

Soybean Price Bounce Sparks Rapid Selling Wave by Brazilian Farmers

A short-term recovery in global soybean prices has opened a critical cash-generation window, prompting Brazilian farmers to aggressively accelerate crop sales.

US Imposes Forced Labor Tariffs on Brazil, Stacking Duties to 37.5%
PROPoliticsJul 24

US Imposes Forced Labor Tariffs on Brazil, Stacking Duties to 37.5%

The U.S. has finalized a 12.5% forced labor tariff on Brazil under Section 301, stacking cumulative duties to 37.5% on key industrial and consumer exports.

Speculators Hold Heavy Net-Long Soybean Bets Amid Weather Risks
PROMarketsJul 24

Speculators Hold Heavy Net-Long Soybean Bets Amid Weather Risks

Large speculators maintain highly bullish positioning in mini soybean futures, signaling strong market conviction as critical August weather risks approach.

CMN Regulates Farm Debt Relief, Easing Bank Credit Risk
AgroJul 24

CMN Regulates Farm Debt Relief, Easing Bank Credit Risk

Brazil's CMN has issued Resolution 5,330 to regulate MP 1,376/2026, offering crucial rural debt restructuring and easing credit risks for major lenders.

Brazil Cattle Supply Squeeze Drives Up Beef Prices
AgroJul 24

Brazil Cattle Supply Squeeze Drives Up Beef Prices

A structural reduction in cattle herds is squeezing meatpacker margins, pushing Brazil's boi gordo prices back toward historic nominal highs.

Brazilian Real Outperforms Global Peers on Surging Energy Demand
CurrenciesJul 24

Brazilian Real Outperforms Global Peers on Surging Energy Demand

The Brazilian real decouples from emerging market trends as rising crude exports to China and global energy demand bolster the country's trade balance.

Brazil Beef Escapes New US Tariffs, Securing Export Edge
AgroJul 24

Brazil Beef Escapes New US Tariffs, Securing Export Edge

The USTR officially excluded Brazilian beef and leather from its new 12.5% tariff, preserving a high-margin trade route amid tight US beef supplies.

China Food Autonomy Plan Threatens Brazil Soy and Beef Dominance
PROAgroJul 23

China Food Autonomy Plan Threatens Brazil Soy and Beef Dominance

Beijing's 15th Five-Year Plan targets a 25% cut in soy imports by 2030, presenting a long-term structural risk for Brazil agribusiness and key exporters.

China Soy Autonomy Goals Pose Long-Term Threat to Brazil Agribusiness
AgroJul 23

China Soy Autonomy Goals Pose Long-Term Threat to Brazil Agribusiness

China's 15th Five-Year Plan targets agricultural self-sufficiency and synthetic proteins, threatening to cut soy imports by 25% and impact Brazilian exporters.

Brazil Agribusiness Closes In on US as Top Global Exporter
AgroJul 23

Brazil Agribusiness Closes In on US as Top Global Exporter

Brazil's agricultural exports hit a record $169 billion in 2025, narrowing the gap with the U.S. to just $2 billion as global trade flows shift.

Brazil Agribusiness: Dry Spell Raises Soybean Stress Risk
AgroJul 23

Brazil Agribusiness: Dry Spell Raises Soybean Stress Risk

A severe dry spell in Brazil's key soybean belt is raising crop-stress risks, potentially tightening global supply and impacting USD/BRL trends.

Congress Ratifies Mercosur-EU Deal to Unlock Brazil Agribusiness
AgroJul 23

Congress Ratifies Mercosur-EU Deal to Unlock Brazil Agribusiness

Brazil's Congress has ratified the Mercosur-EU interim trade agreement, paving the way for tariff-free agricultural exports and boosting long-term outlooks.

US 25% Tariff Takes Effect but Brazil Agro Secures Key Exemptions
AgroJul 23

US 25% Tariff Takes Effect but Brazil Agro Secures Key Exemptions

The new US 25% tariff on Brazilian imports took effect July 22, but key agricultural exports secured exemptions, protecting 63% of Brazil's agro trade.

Brazil Soybean Belt Dryness Raises Early Crop-Stress Risks
AgroJul 23

Brazil Soybean Belt Dryness Raises Early Crop-Stress Risks

A persistent dry spell in Brazil's key soybean regions, including Sorriso and Rio Verde, is raising soil moisture concerns ahead of the 2026/27 planting season.

Brazilian Real Rallies to 5.05/USD on Record H1 Inflows
CurrenciesJul 23

Brazilian Real Rallies to 5.05/USD on Record H1 Inflows

Brazil’s currency gains 3% over the past month as a massive $42.4 billion trade surplus and high interest rates shield the Real from global volatility.

US 25% Tariffs Threaten $4.6B in Brazil Ag Exports
PROAgroJul 23

US 25% Tariffs Threaten $4.6B in Brazil Ag Exports

A newly active 25% US tariff under Section 301 hits 36.5% of Brazil's agricultural exports, forcing producers to reroute supply chains.

Soybean Speculators Stay Net-Long as Weather Risks Rise
PROMarketsJul 23

Soybean Speculators Stay Net-Long as Weather Risks Rise

Large non-commercial traders hold a strong net-long position in soybeans as Midwest heat and robust export demand support the agricultural market.

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.