브라질 대두 인사이트

SÃO PAULO (Reuters) - Brazil's 2024/25 soybean crop was estimated on Wednesday at a record 171.3 million tonnes, down 1.1 million tonnes from January's projection, with improvements in crops in some north-central states failing to offset losses in the south, according to an assessment by Agroconsult. Still, the consultancy firm projects an increase of 15.8 million tonnes compared to last season, which was disrupted by weather problems. The forecast reflects results from the first part of the Rally da Safra technical expedition, which measures productivity in the field. "Although the projection was changed by only 1.1 million tonnes in the estimate for the Brazilian crop, the changes were significant when we assessed each state individually," said Rally da Safra coordinator André Debastiani in a statement. He explained that good productivity seen in plantations in Mato Grosso, Goiás, Bahia, Minas Gerais and the region of Maranhão, Tocantins, Piauí and Bahia (Matopiba) added 5 ...

Soybean prices in the interior of Brazil have fallen significantly with the start of the harvest. In Sorriso, the bag fell 15% compared to December, being quoted at R$ 116.5, while in Paranaguá the reduction was 4%, with the grain valued at R$ 135. The devaluation of premiums also contributed to the scenario: in Paranaguá, the average premium fell from USDc 89/bu in December to USDc -3/bu in January. According to Itaú BBA, premiums should remain under pressure during the harvest, reflecting the high volume of expected production and the increase in freight rates on the main shipping routes. These factors, combined with the dynamics of supply and demand, negatively impact premiums. According to the report, truck queues have grown in the interior of the country, mainly in Mato Grosso and Goiás. The harvest has advanced in these states, as well as in Bahia, São Paulo and the north of Mato Grosso do Sul, with productivity ...

President of Aprosoja Brasil criticizes imposition of conditions and advises soybean producers to read contracts carefully due to new rules President of Aprosoja Brasil criticizes imposition of conditions and advises soybean producers to read contracts carefully due to new rules