Soybean on alert: irregular weather and planting delays raise concerns

The global soybean market began the week focused on Brazil, where the delay in planting the 2025/26 crop season has lit a signal for traders, producers, and exporters. According to the Grão Direto platform, adverse weather conditions, combined with currency behavior and recent movements in China and Chicago, create an environment of greater volatility and sustain a bullish bias in prices. With several regions facing challenges, from excessive rainfall in Rio Grande do Sul to irregular precipitation in the Midwest, Southeast, and North, the pace of the crop remains compromised, raising concern about the production calendar. The delay in Brazilian planting, especially in Rio Grande do Sul, has been the main focus of attention in the international market. The excess rainfall in the region contrasts with the lack of regularity in other producing areas, directly impacting the advancement of the crop. In the state of Mato Grosso, there are already reports of replanting, while some ...