Effect of La Niña, irregular rains, and planting delay: what to expect from soybeans in December?

Soybean planting in Brazil continues below the historical average, increasing the risk of harvest delays and compromising the ideal window for second corn. According to the Grão Direto platform, the slow pace worries producers and market agents, as any mismatch in the calendar can affect supply, prices, and competitiveness throughout 2026. The irregularity of rains in the Midwest, Southeast, and North delays the progress of the 2025/26 crop. The presence of La Niña, which is expected to persist until the summer of 2026, intensifies the climatic risk and broadens the instability in the main producing regions. In the South, the risk of dry spells during the critical period of crops is high. The Midwest has seen recent rains, but still faces the possibility of dry spells that can compromise planting. In Argentina, the risk of drought and heat waves is more severe, harming the initial development of the crop and increasing volatility in the Chicago Stock Exchange. Despite Brazil ...