브라질 곡류 및 콩류 인사이트

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

The corn market closed the week higher on both B3 and the Chicago Board of Trade (CBOT), reflecting a combination of factors favorable to prices. The advance of the dollar, the technical recovery in Chicago, and the delay in the second crop harvest in Brazil contributed to supporting futures contracts and encouraging investors.