Competitiveness of U.S. corn pressures Brazilian exports

Published Oct 22, 2025

Tridge summary

The competitiveness of U.S. corn, driven by a sequence of good harvests and the devaluation of the dollar, has directly impacted the export agenda of major producers like Brazil. The information comes from Raphael Bulascoschi, Market Intelligence Analyst at StoneX, a global financial services company. "Despite having reached a record production of 140 million tons in 2025, the Brazilian producer shows less interest in accessing the international market in the face of lower prices and the appreciation of the real," he said.

Original content

The competitiveness of U.S. corn, driven by a sequence of good harvests and the devaluation of the dollar, has directly impacted the export agenda of major producers like Brazil. The information comes from Raphael Bulascoschi, Market Intelligence Analyst at StoneX, a global financial services company. "Despite having reached a record production of 140 million tons in 2025, the Brazilian producer shows less interest in accessing the international market due to lower prices and the appreciation of the real," he said. However, the more moderate pace of Brazilian exports no longer represents a significant obstacle as in previous years. The accelerated growth of the corn ethanol sector has increased domestic consumption, reducing external dependence. According to StoneX projections, brought in the Quarterly Report on Commodity Outlook, Brazil is expected to consume 22.3 million tons of corn for ethanol production in 2025, with an expectation of reaching 28.3 million tons in 2026. The ...
Source: Agrolink

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