브라질 곡류 및 콩류 인사이트

Initial estimates indicate that Brazil may achieve a new record production of soybeans in the 2025/26 crop. At the same time, the global supply tends to decrease, mainly due to lower availability in the United States and Argentina, according to data released by Cepea.

Chicago January soybean futures fell by another 2.1% over the last week to $378.5/t (-9.2% for the month) and are trading at last year's level, completely losing the speculative growth caused by expectations of increased soybean sales from the USA to China. Pressure on prices is exacerbated by fundamental factors, including: 1. Very favorable weather conditions for soybean planting in Brazil (with abundant rainfall) are prompting analysts to raise soybean crop forecasts in Brazil for 2025/26 MY to 180 million tons and higher, significantly exceeding the USDA forecast of 175 million tons and the previous season's crop of 171.5 million tons. It should be noted that active soybean harvesting in Brazil will begin at the end of January. 2. A new law in the state of Mato Grosso from January 1 cancels tax benefits for participants in the Amazon forest protection program, so if international traders withdraw from the agreement, it will sharply increase the supply of soybeans (without ...

Wheat cultivation in Brazil is going through a period of adjustments in the face of a more unstable and demanding productive environment. Climate fluctuations, increased disease pressure, and rising costs are altering management practices, especially in the traditional southern regions of the country. In this context, biological technologies have started to gain ground as an alternative to sustain productivity and reduce losses throughout the crop cycle.