StoneX projects record soybean crop and exports in Brazil

The last months of 2025 hold a scenario of record harvest and exports for Brazilian soybeans, according to StoneX, a global financial services company. According to Ana Luiza Lodi, Market Intelligence specialist at the company, the last quarter of the year will be decisive, marked by geopolitical uncertainties, weather in South America, and political decisions that may shape the direction of the global soybean market. In her analysis in the Quarterly Report on Commodity Outlook, the specialist highlights that, in Brazil, the projection is for a production of 178.7 million tons in the 2025/26 cycle, driven by growth in the planted area to 48.3 million hectares and recovery of productivity in Rio Grande do Sul, which alternates with Paraná as the second largest national producer. "Planting is more advanced than last year, with the return of rains being closely monitored. Initial delays do not necessarily represent losses for soybeans, but may affect second-crop cultures, such as ...