LOGISTICS
Grain Freight Rates Jump on Record Crop, Minimum Price Floor
Soybean harvest in Mato Grosso is at the fastest pace in a decade, pushing freight rates up between 15% and 20% last month, according to Esalq-Log
International
COMMODITIES
European Retailers Warn Traders: Brazil's Soy Moratorium Still Stands
Retailers are signaling that they will begin assessing companies individually, applying the same criteria used under the soy moratorium
MIDDLE EAST
JBS Ties Up with Saudi Poultry Firm to Produce Chicken Locally
Deal aligns Brazilian meatpacker with Saudi Arabia’s push for poultry self-sufficiency
AGRICULTURE
Brazil Set to Harvest Another Record Soybean Crop
Farmers are expected to reap the highest yields ever despite a credit crunch in the nation
TRADE
China’s Beef Curbs Test Brazil Packers’ Strategic Discipline
Export quotas force exporters to slow shipments, defend margins and rethink dependence on the world’s top buyer
TRADE
Brazil Aims to Remove Shipped Beef from China’s Import Quota
Government seeks technical fix to limit tariff exposure as quota falls short of current trade flows
CREDIT WATCH
AgriConnection Debuts Dollar-Based Funding Model for Emerging-Market Farm Credit
The transaction adapts Brazil’s local receivables-securitization framework — known as FIDC — into a structure indexed to the US dollar
Brazil’s Corn Ethanol Faces First Stress Test in 2026
Brazil currently has 24 corn-ethanol plants in operation. Another 16 facilities have already been authorized, while 17 more have been announced
MARKETS
Sugar, Ethanol Slump Threatens Brazil Cane Mills’ Margins in 2026
Falling sugar and ethanol prices signal tighter margins next year, but Brazilian cane mills are better prepared for a downcycle
CROP INPUTS
Mosaic Sees No Relief Ahead for Fertilizer Prices
In Brazil, farmers’ demand may help to keep prices firm, as purchases for the second-crop corn and for the upcoming soybean crop remain sluggish, says Eduardo Monteiro