브라질 농업 및 식품 인사이트

CNN Brazil reports that according to a survey provided by Planejar, food basket prices, especially for lettuce, cabbage, tomatoes, zucchini, and strawberries, could rise up to 25% during winter due to reduced supermarket supply. "Severe cold, frost, and irregular rainfall will reduce crop yields and hinder their circulation. Reduced supply will put pressure on the prices of basic goods and directly impact household budgets," Planejar assessed. CFP financial planner Danilo Brito explained that growing vegetables and fruits during cold months requires more resources, such as greenhouses, controlled irrigation, and heating, which increases production costs. He noted: "During months of price increases, expenses that previously occupied 15% of the budget can easily rise to 20% or 25%." In June, the IPCA (Broad National Consumer Price Index), which measures Brazil's official inflation rate, slowed to 0.24%, mainly due to cooling prices in food and beverage categories. Even with conditions that could make food prices cheaper, such as improved climate and the absence of El Niño and La Niña weather phenomena, the food price situation remains uncertain for the rest of the year. According to a survey by Brazilian consulting firm Panels Consultoria in collaboration with Behavior Insights, people have developed new habits to avoid food price increases, such as turning to wholesalers. Brito pointed out that while this situation affects the purchase of fresh products like eggs, fruits, and vegetables more significantly, it ultimately impacts other important aspects of household budgets, such as transportation, housing, and leisure. "Substituting high-priced products with nutritionally similar alternatives is a good solution," Brito said. "To avoid such situations, the ideal approach is to use less stressful months to create a safety margin." For financial planners, this expectation helps reduce the impact of more expensive periods and avoid impulsive decisions. "The key is to make wise substitutions without sacrificing nutritional quality," the planner assessed.

TF Agroeconômica recommends that soybean producers take advantage of still favorable fundamentals and seek marketing strategies based on the futures market, especially given the uncertainties of the international scenario. According to an analysis released by the consultancy, Brazil remains practically alone in supplying large volumes of soybeans, facing Chinese resistance to American soybeans and Argentina's retreat due to the return of full retentions.

Safras & Mercado released its first estimate for the 2025/26 soybean crop in Brazil. The figures indicate the potential for a new record production, estimated at around 179.87 mln tons—a huge crop, supported primarily by the expected further increase in cultivated area. However, there are several points of concern, such as the high production cost