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553 results for “Agri”
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.
Brazilian Cotton Area Grows 4.4% to 2.07M Hectares, but El Niño and Global Stocks Cap Production
Brazil's cotton expansion for 2026/27 is threatened by El Niño climate risk and global oversupply, resulting in a forecast production drop.
Speculators Maintain Significant Net-Long Bet on Soybean Futures, Signaling Bullish Conviction for Brazil Agribusiness
Large non-commercial traders held a 123,705 net-long position in soybean futures, a key indicator for Brazil agribusiness.
Atypical Winter Rain in Brazil Threatens Quality of Record Arabica Coffee Crop
Unseasonal heavy rains in Brazil’s key Arabica regions threaten the quality of over a third of the 2026/27 crop, supporting New York futures.
Dry Spell in Key Brazilian Soybean Regions Threatens Timely Planting of 2026/27 Crop
Seven-day drought in Mato Grosso, Goiás, and Bahia raises concern over soil moisture and timely start of Brazil’s new soybean season.
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.
Soybeans: Speculative Net-Long Position Spikes, Signaling Bullish Bet Despite Brazil Record Crop
Non-commercial traders ramped up their bullish bets on soybean futures, signaling market-wide risk for long liquidation.
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.
Dry Start Threatens Soil Moisture in Key Brazil Soybean Belt Ahead of Planting Window
Seven days without rain in key regions like Sorriso and Rio Verde raise pre-season crop-stress concerns for the new 2026/27 soybean crop.
US Corn Condition Drop Fails to Buoy Prices as Midwest Rain Forecast Eases Supply Worries
Corn futures fell despite a poor USDA report, as US Midwest rain forecasts override supply concerns, impacting Brazilian competitiveness.
Ethanol Price Parity in São Paulo Hits 8-Year High, Driven by Consumer Savings and New E32 Blend
Hydrated ethanol reached its most competitive price versus gasoline since 2018 in São Paulo, supported by new mandatory E32 blend.
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.
Speculators Hold Crowded 160K Net-Long Bet on Soybeans, Creating Liquidation Risk for Brazil Agribusiness
Large managed money funds increased their net-long soybean position to over 160,000 contracts, signaling high conviction but also risk.
Dry Spell Threatens Brazil’s 2026/27 Soybean Planting, Bolstering Global Prices
Key Brazilian soybean regions report a week of no rain, raising crop-stress risk and bullish pressure on global soybean futures.
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.
Record Sugarcane Crush in Brazil's Center-South Confirms Supply Surge, Intensifying Ethanol/Sugar Price Tension
High cane volumes in São Paulo confirm a strong harvest, but mills are prioritizing ethanol, creating a nuanced supply outlook.
China's 1 Million-Ton US Soy Purchase Intensifies Competition for Brazil Agribusiness
China bought 1 million tonnes of US soybeans for October, a move driven by low prices and diplomacy that pressures Brazilian exports.
Speculators Hold Elevated Net-Long Position in Soybeans Despite Brazil’s Record Crop Forecast
Large speculators have increased their bullish bets on soybean futures, reaching a net-long position of over 160,000 contracts.
Dry Spell in Brazil’s Soy Belt Threatens Planting Start, Pushing Soybean Supply Risk
Seven-day dry streak in key Brazilian states risks delayed 2026/27 soybean planting, tightening global supply outlook.
China Snaps Up 1 Million Tons of US Soy, Pressuring Brazil Premium and Trade Flow
Chinese state buyers seized on a 5.2% CBOT drop to purchase 1M tons of US soy, intensifying competition for Brazil.
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 Center-South Sugarcane Crop Forecast Jumps to 641 Million Tons, Driving Record Ethanol Shift
Near-record Brazil sugarcane volume creates capacity for producers to pivot toward high-priced ethanol, maximizing returns.
Speculators Hold Aggressive Net-Long Position in Soybeans, Signaling Price Risk for Brazil Agribusiness
Non-commercial traders are net-long 123,705 soybean contracts, an extreme level that exposes the market to volatility.
Dry Spell in Key Brazil Soybean Belt Threatens 2026/27 Planting Start, Lifting CBOT Futures
Seven consecutive dry days in top producing regions Sorriso-MT and Rio Verde-GO risks delaying the start of Brazil’s main soybean planting season.
Brazil’s Center-South Sugar Harvest Accelerates 24/7; Near-Record Crush Drives Ethanol Pivot
Near-record sugarcane crush forecast for 2026/27 is driving a pivot toward profitable ethanol production, signaling a supply boost for majors.
Speculators Hold Firmly Net-Long on Soybean Futures, Signaling Bullish Outlook for Brazilian Agribusiness
Large speculative traders in Soybean futures are maintaining a substantial net-long position, suggesting conviction in higher prices.
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.
Dry Spell in Brazil's Top Soy Regions Threatens Delayed Planting for 2026/27 Crop
Major Brazilian soybean areas are entering the planting window with critical soil moisture deficits after 7 dry days.
Brazil Cattle Prices Cool as Confinement Supply Arrives
Brazil's July boi gordo price spike is set to ease in August as feedlot cattle supply enters the market, relieving pressure on major beef processor margins.