The soybean market starts the week with an upward bias.

According to the analysis by the Grão Direto specialist on this Monday (24), "the weather remains at the center of attention," with direct impacts on the progress of the planting of the 2025/26 crop. The report states that the delay in the regularization of rains in the Midwest, Southeast, and North regions is already causing replanting in areas of Mato Grosso, while others await more consistent precipitation. According to the document, "the current scenario is adverse," with the risk of localized losses if the climatic pattern remains the same in the coming days. The specialist points out that, given the climatic uncertainty, "export premiums for March and April have started to rise," a movement described as unusual for the period. The assessment indicates that tighter stocks, planting delays, and climatic risk tend to sustain prices at ports and in the physical market in the coming weeks, especially if the rains do not regularize by the end of November. The analysis also ...