브라질 곡류 및 콩류 인사이트

Brazil’s farmers will produce a record 123.3 million metric tons of second-crop corn. Those numbers are from agribusiness consultancy Agroconsult after finishing a survey of fields in key corn-producing regions. Brazil’s farmers are harvesting the second corn crop now, which will account for 80 percent of national output this year. It’s mainly exported in the

Tensions in the Middle East, home to large food importers and strategic fertilizer suppliers like Iran, have rattled grain farmers and traders in Brazil as a massive corn crop hits the market and the 2025/26 soy crop is prepared. Frederico Humberg, founder of grain trader AgriBrasil, estimates Middle East tensions could impose losses of 5 billion reais ($909.84 million) on Brazilian grain producers, based on higher prices of inputs like urea, a key corn nutrient which at one point rose by $100 per metric ton. Exporters are also grappling with a 20% rise in maritime freight costs, or $7 per metric ton on some routes, amid continued market volatility, he said. “We still have 80 million tons to ship,” Humberg said, referring to both corn and soy. Iran accounts for 17%-20% of Brazil’s urea fertilizer demand while it bought some 12% of Brazil’s corn exports of nearly 38 million tons in 2024. Brazilian farmers, who are currently harvesting a huge second corn crop, could export 44 ...

CNN Brazil reported that egg prices saw the largest decline, dropping 11.8% in May from 1.15 reais in April to 1.02 reais in May. Brazilians' favorite lunch side dishes also saw price decreases in May. Rice prices dropped from 5.82 reais to 5.49 reais, a decline of 5.7%, while bean prices fell 2.7%, with average prices decreasing from 6.86 reais to 6.68 reais. The survey showed other price-declining items included flour (-3.8%). On the other hand, coffee, also beloved by Brazilians, was one of the items with price increases. The survey showed coffee powder and coffee beans were among the items with the highest price increases in May, rising 3.7%. Coffee prices rose from 71.50 reais in April to 74.18 reais in May, with the increase linked to crop failures due to harsh weather in 2024. "The dual factors of growing global demand and real depreciation are driving export prioritization. Therefore, domestic market price pressure should continue in the coming months," explained Anna Carolina Fercher, strategic data director at Neogrid. Besides coffee, Brazilians also saw increased spending in May on vegetables (+1.9%), margarine (+1.4%), and pork (+0.6%). By region, the Southeast was the area with the highest price increases for these items last month. In the first five months of the year, coffee continued to be among the items with the highest price increases. In December 2024, the item was priced at 53.90 reais, rising to 74.18 reais last month, an increase of 37.6%. Following closely were eggs (+11.8%), margarine (+2.2%), powdered milk (+1.9%), and vegetables (+1.6%).